---
title: "How to Create a New Lead"
description: "Learn how to add new Leads in ClearCRM using the Leads page or the Quick Create button, ensuring all mandatory details are filled in"
url: https://help.clearcrm.com/en/articles/10701776-how-to-create-a-new-lead
collection: "Leads"
updated: 2026-10-30
language: en
---

# How to Create a New Lead

Learn how to add new Leads in ClearCRM using the Leads page or the Quick Create button, ensuring all mandatory details are filled in

Creating a Lead in ClearCRM is simple and can be done in two ways: from the Leads page or using the **Quick Create** button. Follow the steps below to ensure a smooth process.

## Option 1: Creating a Lead from the Leads Page

1.  **Navigate to the Leads Page**
    
    -   Log in to **ClearCRM**.
        
    -   In the left menu, click on **CRM > Leads**.
        
        ![](https://staticfiles.gleap.io/helpcenter/69adb1adea2195f0e0fe5fde/20260330165952_0546.png)
    -   Click the **\+ New Lead** button at the top.
        
        ![](https://staticfiles.gleap.io/helpcenter/69adb1adea2195f0e0fe5fde/20260330165952_4682.png)
        
2.  **Fill in the Lead Details**
    
    -   A form will appear where you need to enter the Lead’s details.
        
    -   **Mandatory fields:**
        
        -   **Status** (Dropdown selection)
            
        -   **Source** (Dropdown selection)
            
        -   **Name** (Text input)
            
    -   Other fields such as Position, Email Address, Phone, and Company are optional but can help keep better records.
        
3.  **Save the Lead**
    
    -   Once you’ve entered the required details, click **Save** to add the Lead to the system.
        

## Option 2: Creating a Lead Using the Quick Create Button

You can create a Lead from anywhere in the application without navigating to the Leads page:

1.  Click the **Quick Create** button (**+**) located next to the search bar at the top.
    
2.  From the dropdown menu, select **Lead**.
    
3.  The same **New Lead** form will appear as in the previous method.
    
4.  Fill in the **Status, Source, and Name** fields (mandatory) along with any additional details.
    
5.  Click **Save** to create the Lead.
    

This feature is useful when you need to quickly add a new Lead while working in other sections of ClearCRM.

**Tip:** If you forget to fill in any mandatory field, the system will display a message indicating that the field is required.