How to Add a Lead Manually in Vedain CRM

How to Add a New Lead

1. Click Leads in the left sidebar.
2. Click the + New Lead button (top right).
3. Fill in the lead form (see field breakdown below).
4. Click Save Lead.

Lead Form Fields Explained

Basic Information

• •First Name / Last Name — Required. The person's name.
• •Owner — Which team member is responsible for this lead. Defaults to you.
• •Company — The organisation they work for.
• •Lead Status — Where they are in your sales process (New, Contacted, Qualified, etc.).
• •Lead Source — How you found them (Website, Referral, LinkedIn, Cold Call, etc.).
• •Industry — Their business sector.
• •Rating — Hot, Warm, or Cold — your assessment of how ready they are to buy.

Contact Information

• •Email — Primary email. Used for tracking and campaigns.
• •Phone — Mobile or office number.
• •Website — Their company website.
• •Secondary Email — An alternate email address.

Professional Details

• •Position / Title — Their job title.
• •Deal Value — Estimated deal value in your default currency.
• •Expected Close Date — When you expect to close this opportunity.
• •Lead Score — Auto-calculated but can be manually adjusted.

Address

Street, City, State, ZIP Code, Country — all optional. Useful for location-based filtering and reporting.

Custom Fields

Any custom fields you have created in Settings → Custom Fields appear here. Fill them in as needed.

What Happens After You Save

• •The lead appears in your Leads list.
• •A timeline entry is automatically created: 'Lead created by [Your Name]'.
• •If you are assigned as Owner, you will see it in your Leads filter.
• •The lead is immediately available for campaigns, automation rules, and reports.