**Requirements:** administrator or editor role. 1. Go into **Leads** and tap **"+ New lead"**. 2. Fill in the **name** (required) and, if you have them, the **phone** (optional: choose the country in the prefix dropdown — your agency's country by default — and write the national number without the prefix) and the **email**. 3. Choose the **source**: phone call, portal or ad, in person, referral or other. It will be visible on the record and on the board card. 4. Adjust the **interest**, **quality**, funnel **stage** (the entry stage by default) and the **owner** if you want. 5. Tap **"Create lead"**. **What the platform does for you:** - If the phone (or the email) matches an **existing contact**, the lead is **automatically linked** to that contact — without duplicating records. - If there's already an **open lead** with that phone, the form warns you in amber before creating it. It doesn't block you: the same customer can generate several leads over time — you decide.