--- title: Creating and Managing Leads description: "Video walk through on adding leads. \nPlus some explanation other lead related functionality." --- [Skip to content](https://knowledgehub.endtoendit.com/knowledgebase/creating-a-lead#main-content) [![integrate knowledge base](https://knowledgehub.endtoendit.com/hs-fs/hubfs/integrate%20knowledge%20base.jpg?width=386&height=34&name=integrate%20knowledge%20base.jpg)](https://knowledgehub.endtoendit.com/knowledgebase?hsLang=en) Open main navigation Close main navigation - [endtoendit.com](https://endtoendit.com/) [endtoendit.com](https://endtoendit.com/) Hello. How can we help you? - There are no suggestions because the search field is empty. 1. [integrate Support Team Knowledge Base](https://knowledgehub.endtoendit.com/knowledgebase?hsLang=en) 2. [integrateCRM Module](https://knowledgehub.endtoendit.com/knowledgebase/integratecrm-module?hsLang=en) 3. [Leads & Prospects](https://knowledgehub.endtoendit.com/knowledgebase/integratecrm-module?hsLang=en#leads-prospects) # Creating and Managing Leads ## Learn how to add and manage leads in integrateCRM. Discover additional options like finding, allocating and linking leads to existing customers. ### **Video Guide: Creating and Managing Leads** **This video  covers:** **Adding** commercial and homeowner leads **Finding** and **allocating** leads and enquiries **Searching** for existing leads **Creating** a new lead for an existing customer How users **receive** leads via email   ### **Key Points: Creating a Lead** **1. Add new lead** From integrateCRM home page, click **add new lead**. **![](https://knowledgehub.endtoendit.com/hs-fs/hubfs/image-png.png?width=670&height=320&name=image-png.png)** **2. Add contact** Click **add contact**. **![](https://knowledgehub.endtoendit.com/hs-fs/hubfs/image-png-1.png?width=670&height=477&name=image-png-1.png)**   **3. Choose the contact type** On the right-hand side of the screen, select **human** for a homeowner or **organisation** for a business. Enter the contact’s name and details, then click **create box**. ![](https://knowledgehub.endtoendit.com/hs-fs/hubfs/image-png-2.png?width=580&height=491&name=image-png-2.png)   **4. Set the main contact** The first contact you create is automatically set as the **main contact**. To change it, add another contact and tick **main contact** for that person (useful to record the main contact person for organisations). ![](https://knowledgehub.endtoendit.com/hs-fs/hubfs/image-png-3.png?width=670&height=220&name=image-png-3.png)   **5. Add an address** Click **add address,** complete the address fields on the right, and click create box. You may add multiple addresses (for example, installation and correspondence).  ![](https://knowledgehub.endtoendit.com/hs-fs/hubfs/image-png-4.png?width=576&height=426&name=image-png-4.png) **6. Complete the details** Complete any fields on the left (for example, source, method of contact). These fields are optional and can be filled later. When ready, click **create new lead**.![](https://knowledgehub.endtoendit.com/hs-fs/hubfs/image-png-Sep-13-2024-10-52-46-1305-AM.png?width=481&height=898&name=image-png-Sep-13-2024-10-52-46-1305-AM.png) **7. Create lead** The system assigns an automatic **L reference number.** To edit the lead later, click the **pencil icon** next to **lead details.** ![](https://knowledgehub.endtoendit.com/hs-fs/hubfs/image-png-Sep-13-2024-10-52-55-4277-AM.png?width=670&height=459&name=image-png-Sep-13-2024-10-52-55-4277-AM.png) - [integrateCRM Module](https://knowledgehub.endtoendit.com/knowledgebase/integratecrm-module?hsLang=en#main-content) - [Leads & Prospects](https://knowledgehub.endtoendit.com/knowledgebase/integratecrm-module?hsLang=en#leads-prospects) - [Emails & Templates](https://knowledgehub.endtoendit.com/knowledgebase/integratecrm-module?hsLang=en#emails-templates) - [Tasks, Appointments & Reminders](https://knowledgehub.endtoendit.com/knowledgebase/integratecrm-module?hsLang=en#tasks-appointments-reminders) - [Quotes & Orders](https://knowledgehub.endtoendit.com/knowledgebase/integratecrm-module?hsLang=en#quotes-orders) - [Reports & Insights](https://knowledgehub.endtoendit.com/knowledgebase/integratecrm-module?hsLang=en#reports-insights) - 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