Pixie CRM guided video tutorial
Create and verify a lead source
Recorded live · 1:24 · English captions
Create and verify a lead source: live walkthrough
Create and assign a lead
Manage leads in the Kanban pipelineMore videos in this category · Read the matching instructions
Add a lead source in Pixie CRM with live clicks. Enter Website Enquiry, save it using the tick icon and reopen New Lead to confirm the source remains available.
Matching written guide · Download MP4 · English captions
Actual training-workspace footage. No lead is created or contacted in this configuration tutorial. Use source names that accurately describe your own enquiry channels and follow your organisation's access rules.
Watch this tutorial on YouTube ↗ · Related Pixie CRM tutorials ↗
Video chapters
- 0:00 — Open the lead form
- 0:15 — Add a source name
- 0:30 — Save and select the source
- 0:45 — Confirm the source is saved
- 1:03 — Continue with related Pixie CRM tutorials
Read the video transcript
Open Leads in Pixie CRM, then choose New Lead. Source records where an enquiry came from. This tutorial adds a source in the training workspace without creating or contacting a lead.
Choose the plus sign beside Source. Enter a name that describes the enquiry channel, such as Website Enquiry. Use a consistent naming approach so your team can select the right source and review lead activity clearly.
Choose the tick icon to save the new source. Open the Source list and select Website Enquiry. Saving the source adds a configuration option; it does not save this otherwise empty lead form.
Close the empty form, reopen New Lead and select the saved source again. Website Enquiry is now available for future leads. Continue with the dedicated lead-creation tutorial to see how status, source and owner work together on a saved enquiry.
Follow the written instructions
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