Skip to main content
3 min readBasicAgentManagerAdmin

Adding a lead manually

Customer called or walked in? Add them in thirty seconds.

Most leads arrive by themselves (forms, Facebook, WhatsApp). The rest you add manually — it's simple.

Before you start
  • The customer's name
  • Phone or email (at least one)
Open in CloseUp

Steps

  1. 01

    Click +

    Leads›+

    On Leads, click + in the list header (hover shows Add new lead).

  2. 02

    Fill in the details

    • Name — required, at least 2 letters.
    • Phone — with a country flag.
    • Email.
    • Source — Google Ads, Facebook, Organic, Word of mouth, Expo, Other...
    • Handling agent — who will handle it. Reps are pre-selected.
    • Notes.
    Note: You need phone or email — otherwise you'll see "Email or phone required".
  3. 03

    Save

    Click Add lead.

    You should see: The lead appears in the list tagged New.
    Tip: If this number called or emailed before, that history is attached automatically within seconds.
  4. 04

    Existing customer? No duplicate

    If the phone or email already belongs to a lead, no new lead is created — the existing one is updated and you see "Existing lead – updated".
    If the card shows "Duplicate lead detected", click Go to lead.

Questions

Can I add a lead without a phone?

Yes, if there's an email. One of the two is required.

I have hundreds of leads in Excel.

Don't type them one by one — a manager can import a file. See Importing leads from a file.

It says I reached the lead limit.

Your company's plan caps leads. Contact your admin.