Goal: put a patient inquiry into the pipeline by hand.

You need: permission to create leads (all sales roles have it by default).

Steps:

  1. Go to Leads in the sidebar.
  2. Click Add Lead (top right).
  3. Fill Full Name and Phone (required). Country, language, treatment interest and budget make filters and Magic Closer smarter — add them if you know them.
  4. Pick Assign To and a Temperature (hot/warm/cold).
  5. 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.