Go to CRM → Pipeline and click + Add lead (top right or in the first column). Fill in:
- Name — contact person
- Company name — name of the organization
- Email & phone — contact details
- Value — estimated contract value in euros
- Price frequency — one-off / per hour / per month / per year
- Source — how the lead came in (LinkedIn, website, cold, referral, etc.)
- Tags — free-form (e.g. "hospitality", "hot lead", "Q3 target")
The lead appears immediately in the first stage of the selected pipeline.