How to add a lead

What it's for

When an enquiry comes in — a call, an email, a walk-in — you record it as a lead so it enters your pipeline and nothing falls through the cracks. This article covers adding a lead by hand. (Enquiries submitted through a lead capture form are added for you — see *How to create a lead capture form*.)

Where to find it

Go to Growth → Leads (the Lead Management page) and click Add Lead.

Step-by-step

1. Go to Growth → Leads.
2. Click Add Lead. A step-by-step form (Add New Lead) opens.
3. Work through the steps down the left, filling each section (required fields are marked with *):
   • Basic Information — the prospective student's first and last name (required), and optionally date of birth, gender, and branch.
   • Contact Information and Contact Preferences — how to reach them.
   • Interests & Preferences — what they're interested in (for example a program).
   • Lead Source & Status — where the enquiry came from (the Lead Source is required), plus status (defaults to New) and priority (defaults to Medium).
   • Additional Information — anything else you want to record.

The Lead Source list includes website, referral, social media, walk-in, event, education fair, lead form, and more — pick the closest match.

1. Move through the steps with Next, filling any required fields.
2. On the Review Information step, check the details. It confirms the status and priority the lead will be created with.

1. Click Add Lead. It appears in your Leads list with a New status.

Tips & limits

• A new lead starts as New — update its status as you follow up (see *How to manage leads and update their status*).
• Recording an accurate source helps you see which channels bring in the most enquiries.
• You don't create a student here — that happens later when you convert the lead (see *How to convert a lead into a student*).

Related articles

• How to manage leads and update their status
• How to convert a lead into a student
• How to create a lead capture form