Goal: put a patient inquiry into the pipeline by hand.
You need: permission to create leads (all sales roles have it by default).
Steps:
- Go to Leads in the sidebar.
- Click Add Lead (top right).
- Fill Full Name and Phone (required). Country, language, treatment interest and budget make filters and Magic Closer smarter — add them if you know them.
- Pick Assign To and a Temperature (hot/warm/cold).
- Click Add Lead. Duplicate phone/email shows a warning before saving.
If you don't see the button: your role lacks lead creation — ask an admin to enable "Create leads" in Settings → Team → Role Permissions.