Steps
- Quickest: open Follow-ups, tap Quick add a lead, type the Phone, pick Where from and Follow up, then Add lead.
- Full form: on Leads click New lead, fill Name and Phone, pick Source and Stage (Pipeline & stage when you have more than one board), then Save lead.
- A whole list: on Leads click Import, then upload your CSV. Only a phone column is required.
- Quick add and Import skip a number that already has an open lead, and open that lead instead.
Good to know
Imported leads get no owner, no follow-up date and no automation. They wait under No follow-up set until you give each one a date.
Changing Stage later with Edit moves the lead the same way the board does: it goes in the history, starts stage automations, and Won adds them as a customer.