Add a lead manually

Not every client comes from the directory. For phone calls, referrals and walk-ins, add the lead by hand.

Steps

1. On Leads press New lead.
2. Enter the Client name, Mobile number (at least one of the two) and Email.
3. Write the Summary of the request / matter.
4. Pick the Specialty, the Source (Manual, Referral, Imported…) and the Expected value in SAR.
5. Choose the Assignee, set the Next action (follow-up date) and the Stage.
6. Press Add lead.

After saving, the lead opens with Lead added. If you assigned it to a colleague they get a "Lead assigned to you" notification.

Why do I see "Enter at least the client's name or mobile number"?

Both the name and mobile were empty. Fill in one of them.

To edit the lead later, open it and press Edit.