Getting a New Lead

See how to add leads into your Lead Manager

Updated over a week ago

In this article

You’ve created an awesome Portfolio and set up your Contact Form. Now it’s time to put your Portfolio to work and start winning new business!

There are two primary ways to collect leads.

Manually Add a Lead

From your Dashboard or menu, go to Leads. Click the “Create New Lead” button in the upper right corner. Either create a new contact or choose from an existing contact.

Lead Capture

Potential leads fill out the form in your Portfolio and they’re collected in your Leads. You and your lead will receive email confirmations.


Next, learn how to move leads through your pipeline based on what stage they're at in your sales cycle.

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