Creating leads and clients by hand
Adding a record directly, without an import or a conversion.
A new lead
Leads tab, then New lead. Name is required. Everything else: business, email, phone, interested-in, quote, bid amount, bid date and job description, can be filled in now or later.
A new client
Clients tab, then New client. You need either a business name or a contact name. Use this when someone comes to you already committed and was never a lead.
Editing later
Open any contact from the Contacts tab to edit every field on one page. From the Leads and Clients tabs, the quick contact card and the Edit button both work.
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