Add a lead manually

Click + Add lead on the Leads page, enter what you know (name, email, and any details), pick a pipeline, and save. Manual leads work exactly like form leads: they show in pipelines, take quotes and invoices, and count toward revenue. If the name, email, or phone number matches an existing lead, HoundBell pauses with “A lead already exists” so you never split one customer across two records; phone matching ignores formatting.

The form takes name, email, phone (same country picker and number checking as your website forms), services with their values (one line each, + Add another service for multi-service jobs), address, an optional birthday, notes, and tags. Only a name or an email is required.

Add & book a visit: the second button saves the lead and rolls straight into booking their first appointment, one flow for the classic phone call that ends with “can you come Tuesday?”