Create a lead manually
Capture a lead's source, status, contact details, value and responsible staff member.
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Video walkthroughs for this guide
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Create and assign a lead
Create a lead in Pixie CRM with live clicks. Select the status, source and owner, enter the enquiry details, review visibility and contact history, then save and verify the lead in the list.
Explore 2 more tutorials for this workflow
Schedule and verify a lead next action
Schedule a Pixie CRM lead next action with live clicks. Set the title, due date and time, responsible person and notification choice, save and reopen to verify the plan.
Record and verify lead qualification checks
Record Pixie CRM lead qualification checks with live clicks. Set each check, add evidence, save and reopen to verify the retained values and score.
Recorded in a demonstration workspace; available options depend on your plan and permissions.
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CRM workspace → Leads → New lead
Before you start
- Sign in to the correct CRM workspace with permission to use this area. Your role and enabled modules determine the controls offered.
Follow the steps
- Open Leads and choose the new-lead action.
- Select the lead Status, Source and Assigned staff member shown by the form.
- Enter Name, Position, Email, Website, Phone, Lead value and Company where available and relevant.
- Complete the address and Description, add useful Tags, and review Public and contact-date options.
- Submit, then reopen the lead to confirm its status, source, assigned person and contact details.
Check the result
- The lead appears in the expected list or pipeline stage. A public lead may have broader staff visibility, so check that option before saving.
If something is different
An option is missing
Check the record state, enabled module and your role with the workspace administrator. Use the controls actually shown for this organisation.
A field will not save
Read the validation message, correct the named field and submit once. Reopen the saved record to confirm the result.