A 'Lead' can be manually added directly to the Sales Funnel - either from an existing contact, or adding details for a new Contact when creating the Lead.

- if you want to import multiple - the option is in the context menu on right

To Create a Lead manually

1. Select Funnel Tab on the left

2. Select the + New Lead button in the top right

3. Select and existing contact, or choose new Contact and enter their details.

You will need to choose a bucket for the Lead, it will default to your default bucket.

Be sure to name the Lead - it will default to the Company name of the Contact.

There is also an option to create a Lead under Funnel - in the context menu on the left - we recommend using the above option since it has some enhanced options.