Add lead

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Company info

Please enter a name.

Personal data

Please enter a name.

Please enter a name.

Language
Contact details
Contact persons

The first person is the main contact. They can be picked as the recipient when a quote or an invoice goes out.

Lead / pipeline

The board is the usual way to move a lead through the pipeline. Accepting it happens with the Accept action on the board or in the info window.

Campaign attribution (UTM)

Tells you which ad or campaign brought this lead in. The intake widget fills these in by itself from the link the visitor clicked (?utm_source=…), so you only type them for a lead you enter by hand. The field names stay technical on purpose: they must match exactly what Google Ads, Meta or your newsletter puts in the link.

The platform the visitor came from: google, facebook, newsletter.

The kind of traffic: cpc for paid ads, email, social, referral.

The name of the campaign itself, so you can compare campaigns later.

Address
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