{"id":643,"date":"2025-09-08T16:01:51","date_gmt":"2025-09-08T16:01:51","guid":{"rendered":"https:\/\/upmlm.com\/help\/?post_type=tesserakb&p=643"},"modified":"2026-03-15T12:45:17","modified_gmt":"2026-03-15T12:45:17","slug":"how-do-i-manually-add-a-new-lead","status":"publish","type":"tesserakb","link":"https:\/\/upmlm.com\/help\/knowledgebase\/how-do-i-manually-add-a-new-lead\/","title":{"rendered":"How do I manually add a new lead?"},"content":{"rendered":"

How do I manually add a new lead?<\/h1>\n
\n

Introduction<\/p>\n

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.<\/p>\n<\/div>\n

\n

1. ### Open the Leads Section<\/strong><\/p>\n

From the main navigation menu, click on Leads<\/strong> and then List<\/strong>.<\/p>\n

> This section displays all leads currently stored in your system.<\/p>\n<\/div>\n

\"\"<\/p>\n

\n

2. ### Start Adding a New Lead<\/strong><\/p>\n

Click Create<\/strong> to add a new lead.<\/p>\n

> This opens the lead creation form.<\/p>\n<\/div>\n

\"\"<\/p>\n

\n

3. ### Enter Lead Information<\/strong><\/p>\n

Fill in the required lead details, such as:<\/p>\n

    \n
  • \n

    Name<\/p>\n<\/li>\n

  • \n

    Email address<\/p>\n<\/li>\n

  • \n

    Phone number<\/p>\n<\/li>\n

  • \n

    Other available fields<\/p>\n<\/li>\n<\/ul>\n

    > Accurate information ensures effective communication and follow-up.<\/p>\n<\/div>\n

    \"\"<\/p>\n

    \n

    4. ### Save the Lead<\/strong><\/p>\n

    Click Save<\/strong>.<\/p>\n

    > The new lead will be added to your lead list and ready for follow-up.<\/p>\n<\/div>\n

    \"\"<\/p>\n

    \n

    Tip: ## Practical Tips<\/p>\n

      \n
    • \n

      Add notes immediately:<\/strong> Capture context about how you met the lead.<\/p>\n<\/li>\n

    • \n

      Use consistent statuses:<\/strong> This helps track lead progress clearly.<\/p>\n<\/li>\n

    • \n

      Follow up quickly:<\/strong> Prompt follow-up increases engagement and conversion.<\/p>\n<\/li>\n<\/ul>\n<\/div>\n

      \n

      Tip: ## Conclusion<\/p>\n

      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.<\/p>\n<\/div>\n","protected":false},"excerpt":{"rendered":"

      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…<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","template":"","format":"standard","meta":{"_acf_changed":false,"_bbp_topic_count":0,"_bbp_reply_count":0,"_bbp_total_topic_count":0,"_bbp_total_reply_count":0,"_bbp_voice_count":0,"_bbp_anonymous_reply_count":0,"_bbp_topic_count_hidden":0,"_bbp_reply_count_hidden":0,"_bbp_forum_subforum_count":0,"tessera_post_format_link":""},"tesserakbcats":[67],"tesserakbtags":[],"class_list":["post-643","tesserakb","type-tesserakb","status-publish","format-standard","hentry","tesserakbcats-leads"],"acf":[],"yoast_head":"\nHow do I manually add a new lead? - UpMLM Help<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/upmlm.com\/help\/knowledgebase\/how-do-i-manually-add-a-new-lead\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How do I manually add a new lead? - UpMLM Help\" \/>\n<meta property=\"og:description\" content=\"How do I manually add a new lead? 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