Leads and sales pipeline

Create a lead manually

Create a lead manually in Pixie CRM: follow the supported route, review important fields and verify the result before moving on.

Pixie CRMTask guideUpdated 2026-10-26

Where to goLeads → New Lead

Before you startIf the screen or action is missing, ask a Pixie CRM administrator to check your role and whether the relevant module is enabled. Do not work around permissions by using another person’s account.

What this helps you do

This guide shows the supported Pixie CRM route for create a lead manually, the values worth reviewing and the checks to make after the action.

Follow these steps

Open Leads → New Lead in Pixie CRM.
Start the task from that screen and select the correct customer, record, staff member or configuration context when Pixie CRM asks for one.
Review the controls that matter for this task: Name and company, Email and telephone, Source and status, Assigned staff.
Then check Estimated value, Tags and description. Use verified information and do not fill optional values with placeholders.
Complete Create a lead manually using the supported action on the screen. If Pixie CRM shows a validation message, correct the underlying value instead of bypassing the control.
Save or submit the change and wait for the success or completed state before navigating away.
Reopen the record, status, activity timeline or resulting document and verify that Pixie CRM recorded the outcome you intended.

Fields and controls to review

Name and company

Email and telephone

Source and status

Assigned staff

Estimated value

Tags and description

Checks before you finish

Check lead owner, source and current stage.
Keep contact details and next action current.
Rule out duplicate customers before conversion.
Verify pipeline stage and activity afterwards.

Permissions and record safety

Keep the change accountable.Use the least destructive action available, work inside your authorised role and preserve activity or audit evidence. Obtain any required approval before financial, privacy, signature or deletion actions.