Creating Your First Lead

Learn how to create, view, and manage your first lead in LeadsFollow

10 minutes
Beginner

Creating Your First Lead

Leads are the foundation of LeadsFollow. This guide will walk you through creating and managing your first lead.

What is a Lead?

A lead represents a potential customer who has shown interest in your travel services. Each lead contains:

  • Contact information (name, email, phone)
  • Travel preferences (destination, budget, dates)
  • Status (where they are in your sales process)
  • Activity history (communications, tasks, notes)

Creating a Lead

Method 1: Using the Add Lead Button

  1. Go to the Leads page (click "Leads" in the sidebar)
  2. Click the "Add Lead" button (top right)
  3. Fill in the lead form:
    • First Name (required)
    • Last Name (required)
    • Email (required)
    • Phone (optional)
    • Desired Destination
    • Budget (single amount)
    • Status (defaults to "New")
    • Source (how they found you)
  4. Click "Create Lead"

Method 2: Using Forms

You can also capture leads automatically using forms on your website. See the Forms Guide for details.

Viewing Your Lead

Once created, you can view your lead by:

  1. Clicking on the lead card in the leads list
  2. This opens the lead detail page with multiple tabs:

Overview Tab

  • Contact information
  • Status and source
  • Budget and destination
  • Working trip details
  • Notes (stored as Activity records)
  • Communications (calls, emails, meetings, SMS)
  • Contacts (primary and additional)
  • Trips management

Tasks Tab

  • Create and manage tasks
  • Set reminders and due dates
  • Mark tasks as complete

Files Tab

  • Upload and manage documents
  • Share files with clients
  • Organize trip-related files

Portal Features Tabs (Requires Working Trip)

  • Itinerary - Build day-by-day trip plans
  • Quotes - Create and send proposals
  • Portal - Build and share client portal, including invoice management

Editing a Lead

To edit a lead:

  1. Open the lead detail page
  2. Click the "Edit" button (usually in the header or Overview tab)
  3. Update any fields
  4. Click "Save Changes"

Changing Lead Status

Lead status indicates where a lead is in your sales process:

  • New: Just captured
  • Qualified: Interested and ready to plan
  • Planning: Actively planning a trip
  • Quoted: Quote sent
  • Following Up: In follow-up process
  • Booked: Trip booked!
  • In Progress: Trip currently happening
  • Completed: Trip finished
  • Cancelled: Trip was cancelled
  • Lost: No longer active

To change status:

  1. Open the lead
  2. Click the status badge
  3. Select the new status

Or drag and drop in the Pipeline view.

Assigning Leads

If you work with a team, you can assign leads:

  1. Open the lead
  2. Look for the "Assigned To" field
  3. Select a team member
  4. Save

Related Guides

Next: Learn about lead statuses and what they mean →

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