How do I manually add a new lead?

How do I manually add a new lead?

Introduction

In this tutorial, you will learn how to manually add a new lead in UpMLM. By the end of this guide, you will be able to create a lead record and start managing follow-up activities immediately.

1. ### Open the Leads Section

From the main navigation menu, click on Leads and then List.

> This section displays all leads currently stored in your system.

2. ### Start Adding a New Lead

Click Create to add a new lead.

> This opens the lead creation form.

3. ### Enter Lead Information

Fill in the required lead details, such as:

  • Name

  • Email address

  • Phone number

  • Other available fields

> Accurate information ensures effective communication and follow-up.

4. ### Save the Lead

Click Save.

> The new lead will be added to your lead list and ready for follow-up.

Tip: ## Practical Tips

  • Add notes immediately: Capture context about how you met the lead.

  • Use consistent statuses: This helps track lead progress clearly.

  • Follow up quickly: Prompt follow-up increases engagement and conversion.

Tip: ## Conclusion

Manually adding leads in UpMLM ensures no contact is lost, even when leads come from offline or personal interactions. This feature supports complete lead tracking and effective relationship management.

February 23, 2026
Was this article helpful?

This website uses cookies

We use cookies to personalize content and analyze our traffic. Please decide if you are willing to accept cookies from our website.