Capture a CRM lead

Goal

Create a new inbound lead with the core contact fields, then finish the rest on the lead page.

Who it is for

Clerk with crm.manage.

Preconditions

• Module crm on; sources, statuses, tags, a sales team, and a default Sales pipeline with stages are seeded on first use.
• Duplicate policy in CRM Options may warn or block matching email/phone/company.

Steps

1. Open CRM → Work → Leads → Capture lead (or sidebar +).
2. Enter Name (required) plus Company, Email, Phone, Source, and Owner if you have them.
3. Save. BlueMatrix opens the lead record.
4. Click any remaining field on the record (job title, address, value, status, notes) to edit it in place.

Result

The lead is on the list/kanban. Next: qualify and convert, or log activities.

Hard stops

• Validation 422 if Name missing or email invalid.
• duplicate_lead when Options duplicate policy is block.

Related

• Edit a lead
• Convert and merge
• Lead troubleshooting