[{"data":1,"prerenderedAt":156},["ShallowReactive",2],{"shell":3,"article:workflow-manual-lead":33},{"mode":4,"siteUrl":5,"commit":6,"generatedAt":7,"counts":8,"searchIndex":13,"menu":14,"popularSearches":15,"topics":21},"publication","https:\u002F\u002Fhelp.getleadscore.ai","e0fd82cf1a","2026-11-05T20:23:28.761Z",{"guides":9,"paths":10,"drafts":11,"shots":12},131,8,0,153,"\u002F_search\u002Findex.a27024c5c2a1.json","\u002F_nav\u002Fmenu.42deedb43cb8.json",[16,17,18,19,20],"import contacts","follow up","text templates","call rotation","where are my meetings",[22,23,24,25,26,27,28,29,30,31,32],"getting-started","leads","import","follow-ups","email","calling","outreach","performance","account","settings","troubleshooting",{"id":34,"slug":34,"kind":35,"href":36,"icon":37,"title":38,"description":39,"level":40,"status":41,"verification":42,"reviewedAt":43,"videoStatus":44,"topic":45,"html":48,"toc":49,"shots":63,"related":71,"topicNext":106,"paths":107,"videos":108,"sidebar":109},"workflow-manual-lead","guide","\u002Fguides\u002Fworkflow-manual-lead","users","Add a lead manually or with Smart Paste","The add-lead form creates a record and requests basic research. You need authorization to add the lead and start that processing. The submission button is Save…","intermediate","published","browser-observed-read-only","2026-11-04","planned",{"slug":23,"title":46,"href":47},"Leads and records","\u002Ftopics\u002Fleads","\u003Cdiv class=\"intro\" data-section=\"intro\">\u003Cp>The add-lead form creates a record and requests basic research. You need authorization to add the lead and start that processing. The submission button is \u003Cstrong>Save & Research Lead\u003C\u002Fstrong>; this is not a documented save-only workflow.\u003C\u002Fp>\u003C\u002Fdiv>\n\u003Cfigure class=\"see shot\" data-shot-figure=\"manual-lead-form-desktop\">\u003Cp class=\"see-label\">What you’ll see\u003C\u002Fp>\u003Cbutton type=\"button\" class=\"shot-open\" data-shot=\"manual-lead-form-desktop\" data-view=\"plain\" aria-label=\"Enlarge screenshot: Add New Lead window on Manual Entry with Company & Contact fields and a Save & Research Lead button\">\u003Cimg src=\"\u002Fmedia\u002Fscreenshots\u002Fmanual-lead-form-desktop.jpg\" alt=\"Add New Lead window on Manual Entry with Company & Contact fields and a Save & Research Lead button\" width=\"1920\" height=\"873\" decoding=\"async\">\u003C\u002Fbutton>\u003Cfigcaption>The Add New Lead window, where you fill in company and contact details, then select Save & Research Lead.\u003C\u002Ffigcaption>\u003Cdiv class=\"shot-actions\">\u003Cbutton type=\"button\" class=\"shot-action\" data-shot=\"manual-lead-form-desktop\" data-view=\"plain\">Enlarge\u003C\u002Fbutton>\u003C\u002Fdiv>\u003C\u002Ffigure>\n\u003Csection class=\"section\" data-section=\"prepare-the-record\">\u003Ch2 id=\"prepare-the-record\">Prepare the record\u003C\u002Fh2>\u003Col class=\"steps\">\n\u003Cli>Open the add-lead form and choose \u003Cstrong>Manual Entry\u003C\u002Fstrong> or \u003Cstrong>Smart Paste\u003C\u002Fstrong>.\u003C\u002Fli>\n\u003Cli>For Manual Entry, review Company & Contact, Additional Info, and the remaining social\u002Freference fields. Supply accurate company and contact information and follow the form's required-field validation.\u003C\u002Fli>\n\u003Cli>For Smart Paste, paste only material you are authorized to process. Review the Detected company, contact, website, and LinkedIn fields; optional company and phone hints can clarify the input.\u003C\u002Fli>\n\u003Cli>Read any \u003Cstrong>Duplicate Alert\u003C\u002Fstrong> before submitting. Confirm whether the intended person or company already has a record.\u003C\u002Fli>\n\u003C\u002Fol>\u003Cp>Source, notes, and reference links provide context for later research. Do not enter invented contact details merely to satisfy a field or create a test in a customer workspace.\u003C\u002Fp>\u003C\u002Fsection>\n\u003Csection class=\"section\" data-section=\"understand-save--research\">\u003Ch2 id=\"understand-save--research\">Understand Save & Research\u003C\u002Fh2>\u003Cp>Submission persists the lead first. When the response contains its canonical record identity, the page makes it openable immediately and starts research admission in the background. A slow research request should not prevent access to a successfully saved lead.\u003C\u002Fp>\u003Cp>The success notice distinguishes a saved lead from research queued or research unable to start. Saving and research therefore have separate outcomes. Research can use account resources; approval to inspect the form is not approval to submit it.\u003C\u002Fp>\u003C\u002Fsection>\n\u003Csection class=\"section\" data-section=\"verify-and-recover\">\u003Ch2 id=\"verify-and-recover\">Verify and recover\u003C\u002Fh2>\u003Cp>After an authorized submission, use the success screen's lead-opening action and verify the record's identity and entered details. Follow research progress separately in Research Hub. A queued research receipt does not establish completed research, contact verification, or qualification.\u003C\u002Fp>\u003Cp>If research fails after the lead saved, inspect the existing record rather than submitting the form again. If the save itself is uncertain, search the lead lists before creating another copy.\u003C\u002Fp>\u003Cp>Related: \u003Ca href=\"\u002Fguides\u002Fleads\">Leads\u003C\u002Fa>, \u003Ca href=\"\u002Fguides\u002Fresearch\">Research\u003C\u002Fa>, \u003Ca href=\"\u002Fguides\u002Flead-record\">Lead record\u003C\u002Fa>.\u003C\u002Fp>\u003C\u002Fsection>\n\u003Csection class=\"section\" data-section=\"screenshots\">\u003Ch2 id=\"screenshots\">Screenshots\u003C\u002Fh2>\u003Cp>The screenshot for this guide is shown above, under “What you’ll see”.\u003C\u002Fp>\u003C\u002Fsection>",[50,54,57,60],{"id":51,"text":52,"depth":53},"prepare-the-record","Prepare the record",2,{"id":55,"text":56,"depth":53},"understand-save--research","Understand Save & Research",{"id":58,"text":59,"depth":53},"verify-and-recover","Verify and recover",{"id":61,"text":62,"depth":53},"screenshots","Screenshots",{"manual-lead-form-desktop":64},{"id":65,"src":66,"alt":67,"caption":68,"width":69,"height":70},"manual-lead-form-desktop","\u002Fmedia\u002Fscreenshots\u002Fmanual-lead-form-desktop.jpg","Add New Lead window on Manual Entry with Company & Contact fields and a Save & Research Lead button","The Add New Lead window, where you fill in company and contact details, then select Save & Research Lead.",1920,873,[72,78,85,91,96,101],{"slug":23,"title":73,"href":74,"icon":37,"description":75,"level":76,"productLocation":77},"Find and review leads","\u002Fguides\u002Fleads","Use the lead lists to find a record, understand its lifecycle, and open its details before deciding what to do next. You need a signed-in workspace and access…","beginner","Leads",{"slug":79,"title":80,"href":81,"icon":82,"description":83,"level":40,"productLocation":84},"research","Review research and discover companies","\u002Fguides\u002Fresearch","workflow","The Research Hub separates finding companies, reading their research, and managing agent computers. Start by reviewing existing information before requesting…","Research",{"slug":86,"title":87,"href":88,"icon":37,"description":89,"level":76,"productLocation":90},"lead-record","Work with a lead record","\u002Fguides\u002Flead-record","The lead drawer brings a record's details and history into the page where you are already working. Leads, Pipeline, and Calendar can open this shared panel. A…","Leads → open a lead",{"slug":92,"title":93,"href":94,"icon":37,"description":95,"level":40},"workflow-lead-notes","Read and add lead notes","\u002Fguides\u002Fworkflow-lead-notes","Notes combines the lead's note timeline with a note composer. Open the intended record in the shared drawer and select Notes; there is no separate Notes route…",{"slug":97,"title":98,"href":99,"icon":37,"description":100,"level":40},"workflow-lead-tasks","Review and update tasks for a lead","\u002Fguides\u002Fworkflow-lead-tasks","The lead's Tasks tab keeps its follow-up work alongside the record. Open the intended lead in the shared drawer and select Tasks. You need access to the record…",{"slug":102,"title":103,"href":104,"icon":37,"description":105,"level":40},"workflow-lead-edit","Review or correct lead fields","\u002Fguides\u002Fworkflow-lead-edit","Edit exposes the current lead's contact, company, pipeline, ownership, and research context. Open the record in the shared lead drawer and select Edit. You…",{"slug":92,"title":93,"href":94},[],[],{"title":46,"href":47,"groups":110},[111],{"title":112,"items":113},null,[114,115,116,117,118,119,120,124,128,132,136,140,144,148,152],{"label":73,"href":74,"slug":23},{"label":87,"href":88,"slug":86},{"label":38,"href":36,"slug":34},{"label":93,"href":94,"slug":92},{"label":98,"href":99,"slug":97},{"label":103,"href":104,"slug":102},{"label":121,"href":122,"slug":123},"Review contacts and linked leads","\u002Fguides\u002Fworkflow-lead-contacts","workflow-lead-contacts",{"label":125,"href":126,"slug":127},"Review documents attached to a lead","\u002Fguides\u002Fworkflow-lead-documents","workflow-lead-documents",{"label":129,"href":130,"slug":131},"Review a lead’s message history","\u002Fguides\u002Fworkflow-lead-messages","workflow-lead-messages",{"label":133,"href":134,"slug":135},"Review email status for a lead","\u002Fguides\u002Fworkflow-lead-emails","workflow-lead-emails",{"label":137,"href":138,"slug":139},"Review call history and recordings","\u002Fguides\u002Fworkflow-lead-calls","workflow-lead-calls",{"label":141,"href":142,"slug":143},"Understand a lead’s score history","\u002Fguides\u002Fworkflow-lead-scoring","workflow-lead-scoring",{"label":145,"href":146,"slug":147},"Read the lead activity timeline","\u002Fguides\u002Fworkflow-lead-activity","workflow-lead-activity",{"label":149,"href":150,"slug":151},"Review a mass update before changing leads","\u002Fguides\u002Fmass-update","mass-update",{"label":153,"href":154,"slug":155},"Preview an existing document","\u002Fguides\u002Fdocument-viewer","document-viewer",1793910214375]