Within Teamwork CRM, you can create leads on your site to track the leads coming through your team.

Select Leads from the navigation bar at the top of your site.

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Click the Add lead button in the top right of the Leads area.

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In the Add a Lead modal, you will need to add a title for your lead.

You can select a company and contact for the lead. The dropdown will show the existing ones you can choose from, and you can also create new ones. You can also select a pipeline and corresponding stage for the lead.

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To add value to the lead, you can use the price fields to add the relevant details. If you have existing products created, you can use the product dropdown to associate products with the lead. The total will update automatically based on the associated prices of the products.

Once you have added all of the relevant details for the lead, you can either click Save or Add activity. Clicking Add activity will automatically create the lead and open a new modal where you can add an activity for the lead. When creating activities, you can also set activity reminders.

Adding leads from other areas

You can add a lead from within any other area of your site by using the quick add menu. Select the quick add + button near the top right of the site and choose Add lead from the dropdown. 

For more information, see: Viewing a Lead