> ## Documentation Index
> Fetch the complete documentation index at: https://docs.menaia.com/llms.txt
> Use this file to discover all available pages before exploring further.
# Create a Lead
> Add a new lead to your pipeline — capture the primary contact, the property address, and a few details — so you can start working it right away.
A lead is a potential customer you're working toward winning. Creating one is the first step in your pipeline: you capture who they are, where the property is, and how they found you. Once a lead exists, you can qualify it, schedule a site visit, and eventually turn it into a client.
You only need a little to get started — a last name and a phone number is enough to save a lead. You can always fill in the rest later.
## Start a new lead
Go to **Leads** from the main navigation. This is where every lead lives — you can search, filter, and reopen any of them here.
Press the **New Lead** button in the top-right corner. The **Create New Lead** form opens. (If your list is empty, you'll see a **Create a new lead to get started** prompt that does the same thing.)
## Fill in the lead details
The form is grouped into a few simple sections. Work top to bottom.
### Copy from an existing client (optional)
At the very top is **Copy from existing client**. If this person is already a customer, search for them by name, email, or phone and pick them — the form auto-fills their contact and address details so you don't have to retype anything. If they're brand new, just skip this and fill the form in yourself.
As you type a phone or email, the system quietly checks whether a matching client already exists. If it finds one, you'll see a green **Existing client found, auto-filled details** banner and the details fill in for you.
### Contact Details
This is the person you'll be talking to — the primary contact for the lead.
* **First Name** and **Last Name** — the contact's name. (Last name is required.)
* **Phone** and **Email** — a phone number is required; email is optional but worth capturing.
* **Relationship to Property** — how this person relates to the property (for example, the homeowner or a tenant).
The first contact you enter is the **Primary Contact**, marked with a switch at the top of the card. You can add more people later — see [Edit a lead and add contacts](/guides/leads/edit-and-contacts).
### Property Details
Enter the Address of the property. Start typing and pick the match from the suggestions — the city, state, and ZIP fill in automatically, and the lead gets pinned correctly on the map.
If the property has an apartment, suite, or unit number, add it in **Address line 2**, just below the street address. It's optional.
### Additional Details
* Confidence Level — how likely you think this lead is to close: Low, Medium, or High.
* Lead source — where the lead came from. See [Set the lead source, confidence, and referral](/guides/leads/source-confidence-referral) for what to expect when a source asks for referral info.
* Lead notes — anything useful about the lead. Optional, but a good place for context the rest of the team should see.
## Save it
When you're done, click Create Lead at the bottom. You'll see a Lead created successfully confirmation, and the new lead appears in your Leads list, ready to work.
## What's next
Assign a branch, a coordinator, a salesperson, a status, and tags so the right people pick it up.
Book a lead activity on the calendar so someone can go take a look.