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Version: 8.0MarketingSales Creatio

Create a lead

A lead is an interest in your products expressed by a potential customer. For example, new leads emerge if new users have registered on your website or if you receive a call from a contact who was previously interested in your services. With Creatio leads, you can work both with the customers who are ready to make a deal or those who need some more time to consider a purchase.

In Creatio, a lead can be created in the following ways:

  • added manually in the Leads section

  • imported from Excel

  • created automatically via registering on a landing page.


If the Create contact checkbox is selected for a webpage in the "Landings" section, then when a consumer fills in the form of this landing, Creatio automatically creates a lead and a contact.

Using the Leads section, you can manage the lead nurturing process from the moment a potential customer expresses an interest in your products up to the handoff to sales.

To add a lead manually:

  1. Go to the Leads section.

  2. Click the New Lead button.

  3. Fill out the displayed mini page:

    1. Customer need field. The field is required.

    2. Account name field.

    3. Contact name field.

    4. Email.

    5. Mobile phone field.

      The fields of the record can be populated later.

  4. Click the Save button to save the new folder (Fig. 1).

    Fig. 1 Lead management process
    Fig. 1 Lead management process

As a result, a new record will be added to the Leads section.

See also

Lead management process

Lead duplicate search

Predictive scoring of leads

Leads FAQ

Set up automatic lead registration from LinkedIn

Set up automatic lead registration from social networks


Lead management