Add Lead

Add a New Lead

Summary: Capture and track potential clients by adding them as leads in growlio's CRM system.

Overview

Leads are potential clients who haven't yet become paying customers. growlio's lead management system helps you track prospects through your sales pipeline from initial contact to conversion. When you add a lead, you can assign them a status, track their value, monitor their progress, and eventually convert them into clients.

Prerequisites

An active growlio account
Access to the Leads module

How to Add a New Lead

Step 1: Navigate to the Leads Page

Click on Leads in the main navigation menu. This opens your leads dashboard showing all current leads in Kanban view by default.

Step 2: Click "Add New Lead"

In the top-right corner of the Leads page, click the blue Add New button. This opens the Add Lead modal dialog.

Step 3: Enter Lead Information

Fill in the lead details in the modal form:

Required Fields:

Name: Enter the lead's full name
Email: Provide their email address for follow-ups

Optional but Recommended:

Company: If they represent an organization
Phone: Contact number
Status: Choose from New, Contacted, Qualified, Proposal, Negotiation, Won, or Lost (defaults to New)
Source: Track where this lead came from
Type: Select Individual, Company, Government, or Non-Profit
Estimated Value: Enter the potential deal value in your currency

Additional Information:

Address, City, State, Country: Location details
Website: Company or personal website URL
Notes: Any relevant context about the lead

Tip: Always enter an Estimated Value to help prioritize your leads and forecast revenue. You can update this as you learn more about the opportunity.

Step 4: Set the Lead Status

Choose the appropriate status based on where this lead is in your sales process:

New: Just discovered or received, no contact yet
Contacted: You've made initial contact
Qualified: Confirmed as a viable opportunity
Proposal: You've sent a proposal
Negotiation: Discussing terms and pricing
Won: Successfully converted to a client
Lost: Opportunity didn't work out

The status you select determines which column the lead appears in on the Kanban board.

Step 5: Track the Lead Source

Select where this lead originated from to track your most effective channels:

Website
Referral
LinkedIn
Upwork / Fiverr
Networking event
Cold Outreach
Partnership
Conference
Other

Tip: Consistently tracking sources helps you identify which marketing activities generate the most valuable leads.

Step 6: Save the Lead

Click the Create Lead button at the bottom of the modal. growlio will:

Validate your information
Create the lead record
Display a success notification
Add the lead to the appropriate status column in your Kanban view

Step 7: View Your New Lead

After creation, find your lead in the Kanban column matching its status. You can:

Drag the lead card between columns to update its status
Click the card to edit details
Convert it to a client when ready

Tips and Best Practices

Enter estimated values immediately: Even rough estimates help you prioritize which leads to focus on first.

Use descriptive notes: Capture important context like pain points, decision timelines, or key stakeholders while details are fresh.

Start leads as "New": Use the New status for all incoming leads, then move them through your pipeline as you progress.

Track every source: Accurate source tracking reveals your best lead generation channels over time.

Update regularly: Keep lead statuses current. Set reminders to follow up and move stale leads to Lost if they go cold.

Add company information: Even for individual leads, if they work for a company, add it. This helps with account-based tracking.

Troubleshooting

Issue: The "Create Lead" button is disabled.

Solution: Ensure you've filled in both required fields: Name and Email. Check that the email format is valid (contains @ and a domain).

Issue: I see "A lead with this email already exists."

Solution: growlio prevents duplicate email addresses in leads. Search your existing leads to find the duplicate. If you need to track the same person for different opportunities, add context in the Notes field of the existing lead.

Issue: I can't find the lead after creating it.

Solution: Check the status you assigned during creation. The lead will appear in that status column in Kanban view. If you selected "Won," the lead might have been automatically converted to a client (check your Clients list).

Issue: I've reached my lead limit.

Solution: growlio's free plan includes up to 25 leads. Upgrade to a paid plan for unlimited leads. You can also convert leads to clients or mark old leads as Lost to free up space.