Manual Lead Entry

Adding leads manually to Alex is a straightforward process ideal for entering a small number of high-value contacts with detailed information. This guide will walk you through the steps to manually add leads to your Alex workspace.

Why Use Manual Entry?

Manual entry is beneficial when:

  • You're just getting started with a small number of leads
  • You want to input high-quality, detailed information for each lead
  • You're adding leads from a meeting or event one by one
  • You need to carefully validate each lead's information as you add them

Adding Leads Manually

Follow these steps to manually add leads to Alex:

Step 1: Access Leads Section

Click on the Leads section in the sidebar menu, then click on the "Add Leads" button.

Step 1 - Access Leads section and click Add Leads

Step 2: Select Manual Entry

Click on the "Add Leads Manually" button.

Step 2 - Click on Add Leads Manually button

Step 3: Enter Lead Information

Fill in the data for the lead, including:

  • Name
  • Email
  • Phone number
  • Select an existing company, create a new one, or leave it empty

Step 3 - Fill lead data and company information

Step 4: Confirm Creation

Once submitted, verify that the leads were created successfully.

Step 4 - Confirm leads were created

Required and Optional Fields

When adding leads manually, you'll encounter these fields:

Required Fields

  • Name: The lead's full name
  • Email: A valid email address for contact
  • Country: The lead's country of residence
  • Status: The current status of the lead in your sales pipeline
  • Lifecycle Stage: The stage of the lead in your marketing/sales funnel

Optional Fields

  • Phone: The lead's phone number
  • Company: The organization the lead is associated with
  • Instagram: The lead's Instagram profile
  • LinkedIn: The lead's LinkedIn profile
  • Custom Fields: Any additional fields you've configured in your settings

Best Practices for Manual Entry

For optimal results when adding leads manually:

  • Ensure contact information is accurate and up-to-date
  • Use a consistent format for phone numbers and addresses
  • Add as much relevant information as possible to enrich the lead profile
  • Assign appropriate tags or categories to facilitate lead segmentation
  • Double-check all information before saving to avoid errors

Related Import Methods

If you need to add multiple leads at once, consider these alternative methods:

Import Methods
Learn how to import and manage your leads in Alex using various methods
CSV Import
Learn how to import leads into Alex using CSV files