Create a lead manually | Pixie CRM Help Centre
Canonical: https://pixiecrm.com/help-centre/create-a-lead-manually
Publisher: Pixie Technologies LLC

Pixie CRM guide
Create a lead manually

Capture a lead's source, status, contact details, value and responsible staff member.

Reviewed 8 November 2026; Current CRM forms; 

Where to go
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.

Continue with related guidance

Configure lead statuses (https://pixiecrm.com/help-centre/configure-lead-statuses)Convert a lead to a customer (https://pixiecrm.com/help-centre/convert-a-lead-to-a-customer)Browse Leads and sales pipeline (https://pixiecrm.com/help-centre/category/leads-pipeline)