Getting Started
    3 min read

    How to Create Your First Lead

    Learn how to add and manage leads in SalesOS

    Creating Your First Lead

    Adding leads to SalesOS is simple and can be done in multiple ways.

    Method 1: Manual Entry

  1. Navigate to Dashboard → Leads
  2. Click the "Add Lead" button in the top right
  3. Fill in the lead details:

    4. - Contact name (required)

    - Company name (required)

    - Email address

    - Job title

    - Phone number

  4. Click "Save Lead"

    5. Method 2: AI Lead Search

  5. Go to Dashboard → Leads
  6. Use the AI search bar at the top
  7. Enter a natural language query like "marketing directors at tech companies in New York"
  8. Select leads from the results to save them

    9. Method 3: Import from CSV

  9. Navigate to Dashboard → Leads
  10. Click "Import Leads"
  11. Upload your CSV file
  12. Map the columns to SalesOS fields
  13. Click "Import"

    14. Tips for Better Lead Management

  14. Add detailed notes to track conversations
  15. Use tags to organize leads by campaign or source
  16. Set follow-up reminders using activities

    17. Was this article helpful?

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    getting started
    basics