How to Manually Add a New Lead

Overview:
Sometimes you need to log a lead on the fly—this guide shows you how to create a lead record directly in Laywork.

Steps:

1. Go to Leads & Deals → Leads.

2. Click + New Lead in the top‑right corner.

3. Fill in the required fields (Name, Email, Company, Source).

4. Optionally assign an Owner and add Tags.

5. Click Save to create the lead.

Tips & Best Practices:

• Always include the lead source (e.g., “Trade Show,” “Referral”) for reporting.

• Assign an owner immediately so follow‑up doesn’t slip through the cracks.

Troubleshooting / FAQs:

• “Save” button is disabled: Make sure all required fields (marked with *) are filled.

• Can’t see “+ New Lead”? Check your role permissions under Settings → Roles & Permissions.