On this page
Create a lead
Purpose
A new prospect is recorded as a lead so that contact data, processing status and next activities can be tracked centrally.
Where to find it
Open CRM → Leads → New Lead.
Requirements and permissions
leads.write- At least first or last name
- a legitimate business purpose
Step by step
- Open the module Leads.
- Choose the action to create a new lead.
- Enter first or last name and known contact details.
- Complete preferred language, source, notes and, if applicable, company identification.
- Record contact consent, GDPR status, retention date and any deletion request according to your approved process.
- Save the lead.
Manage lead fields
Create additional fields under Administration → Lead fields. They appear in the lead form under Additional fields. Create deal in the lead form or the lead list creates a deal in the default pipeline right away and opens it.
Result
The saved lead appears in the overview for users with the appropriate viewing and editing permissions.
Search for an existing lead or customer before creating a record. Name validation does not replace a duplicate check.
Variations and special cases
Corporate contacts and private individuals may need different fields. Required-field validation does not verify the legal basis for processing the data.
Troubleshooting
If saving fails, check required fields, contact-data formats and validation messages on the form.