Waltz AILog in

Leads and forms2 min read

Add a lead manually

Keep a new contact in the same place as your website inquiries.

Where to go

Leads → Create lead

Before you start

Use a paid plan. First name, last name, and email are required in this dialog.

Step by step

  1. Choose Create lead. Enter the contact’s First name, Last name, and Email.

  2. Add a phone or WhatsApp number if you have one. Include the country code so the contact shortcut points to the right person.

  3. Optionally add the company, potential budget, labels, and named custom fields. Choose the status that matches the conversation so far.

  4. Add the inquiry message or context, and a private note if you need to remember a next step.

  5. Choose Create lead. Open the new record and check the details before following up.

See the steps

Use these views to find the controls as you follow the guide.

Enter the required contact details and any useful context.
Enter the required contact details and any useful context. View larger ↗
Open the saved lead to review and follow up.
Open the saved lead to review and follow up. View larger ↗

What happens next

Your new contact appears in the Leads list and can be opened for follow-up.

Helpful tips

  • Manual entry requires a first name, last name, and email. File import has different requirements: only First name is mandatory.

  • Example: Jordan Lee, jordan@example.com, with a note to follow up about the consultation. Use your actual contact details when working with a customer.