How to add a new lead
Updated
Overview
AdHub lets you capture a new lead from the Leads page by entering their contact details, status, source and tags. This guide walks you through creating a single lead with the Create Lead form. You need at least an email address or a mobile number to save the lead.
Video walkthrough
Watch: adding a new lead
Steps
Step 1 — Go to Leads
In the AdHub sidebar, click Leads to open the leads list.
Click Leads in the sidebar
Step 2 — Click Add Lead
On the Leads page, click the + Add Lead button in the top-right corner, next to Import Lead.
Click Add Lead
Step 3 — Review the Create Lead form fields
The Create Lead dialog opens with First name (required), Last name, Email, Mobile and a More Fields section.
The Create Lead form
Step 4 — Enter the lead's name
Type the lead's first name in First name, then their surname in Last name.
Enter the lead's last name
Step 5 — Add an email address and mobile number
Enter the lead's address in Email and their number in Mobile.
Enter the lead's email and mobile number
Note: You must fill in at least one of Email or Mobile. AdHub does not save the lead if both are blank.
Step 6 — Set the lead status
Open More Fields, then use the Status dropdown to choose a stage, for example New or Contacted.
Select the lead status
Step 7 — Add tags
In Tags, tick the tags that apply, for example Hot or VIP.
Select tags for the lead
Tip: You can select more than one tag. AdHub applies every tag you tick.
Step 8 — Click Create Lead
Click Create Lead at the bottom of the dialog to save the lead.
Click Create Lead
Step 9 — Confirm the lead was added
The dialog closes and the new lead appears on the Leads list with its status and source.
The new lead appears on the leads list
Step 10 — View the lead's profile
Click the lead's row to open its full profile with Activity, Notes, Tasks and Enquiries.
Open the lead's profile
What happens next
- The lead appears in the All leads list with the status and tags you set.
- The lead's owner can log activity, add notes and create tasks from the profile.
- If the lead does not appear, clear any filters on the leads list.
Related articles
- How to import leads
- How to filter and track leads
Related articles
- How to import leads Upload a CSV file, map its columns to AdHub lead fields and review the import results.
- How to share an email template Send a saved email template to a lead from the lead profile using your own email app.
- How to add an email template Create a reusable email template with a subject, folder and content from Content Settings.
- How to create a segment Save a set of lead conditions as a reusable segment you can open with one click.
- How to run bulk actions on leads Select many leads at once to change their owner, apply tags, export or delete them.