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Create a Lead

Leads are potential customers or contacts who have shown interest in your product or service but have not yet been qualified or converted into a deal. The Lead module in Taskip helps you capture, organize, and manage these prospects efficiently to improve conversion rates and streamline your sales pipeline.

Overview

The Create Lead feature allows users to manually add a new potential client into the system. Each lead can later be nurtured, qualified, and converted into a deal within the sales pipeline.

This module is designed to:

  • Centralize all incoming prospects
  • Track engagement and interaction history
  • Improve follow-up efficiency
  • Support conversion into deals

How It Works

Taskip’s lead management system provides a structured workflow:

  1. Capture a lead from manual entry or external sources
  2. Assign ownership to a team member
  3. Categorize by status, source, and value
  4. Track interactions and updates
  5. Convert qualified leads into deals

This ensures no potential customer is lost or unmanaged.

To access lead management:

  1. Go to Taskip Main Menu
  2. Click Leads
  3. You will be directed to the Lead List Page where you can:
    • View all leads
    • Filter by status, source, tags, country, company, deal amount (min/max), owner, or lead type
    • Search and manage lead records
    • Create new leads

How to Create a Lead

Step 1: Open Lead Creation

  • Navigate to: Taskip > Leads
  • Click the Create Leads button

Step 2: Fill Lead Details

Below are all available fields and their purposes:

Lead Form Fields (Detailed)

First Name

Type: Text (required)
Stores the lead’s first name.

Last Name

Type: Text
Stores the lead’s last name.

Email

Type: Email
Primary communication channel for the lead.

Preferred Contact Method

Type: Searchable dropdown
How the lead prefers to be reached (Email, Phone, WhatsApp, etc.). Type to search existing options or click + New to add one on the fly.

Phone

Type: Phone number
Used for direct communication or WhatsApp integration. Defaults to your workspace's configured country.

Mobile Phone

Type: Phone number
A second number for the lead, shown right next to Phone.

Job Title

Type: Text
The lead's role at their company, e.g. Marketing Manager.

Company Name

Type: Searchable dropdown
Represents the organization the lead is associated with. Search existing companies or create a new one without leaving the form.

Website

Stores the lead’s company or personal website.

Status

Defines the current stage of the lead lifecycle.

Common statuses:

  • New
  • Contacted
  • Qualified
  • Unqualified
  • Converted

Currency

Defines the currency for the estimated lead value.

Example:

  • USD (United States Dollar)

Lead Value

Estimated potential revenue from this lead.

Used for:

  • Forecasting
  • Prioritization
  • Sales reporting

Lead Source

Identifies where the lead came from.

Examples:

  • Website
  • Referral
  • Social Media
  • Email Campaign
  • Cold Outreach

Lead Type

Type: Searchable dropdown
Categorizes the kind of opportunity (e.g. New Business, Upsell, Renewal). Same search-and-create behavior as Lead Source — type to search, or click + New to add a value.

Last Interaction Date

Tracks the most recent engagement with the lead.

Used for:

  • Follow-up scheduling
  • Activity tracking
  • Engagement analysis

Next Follow-up Date

Type: Date
When you plan to reach out next. Shown right next to Last Interaction Date so past and upcoming contact are easy to compare at a glance.

Lead Owner

Assigns responsibility to a team member.

Functions:

  • Tracks accountability
  • Enables task assignment
  • Helps manage workload distribution

Location Fields

These fields help segment leads geographically:

  • Country
  • State
  • City
  • Zip Code

Used for:

  • Regional targeting
  • Sales segmentation
  • Reporting analytics

Description

A free-text field for additional information such as:

  • Lead requirements
  • Communication notes
  • Internal observations
  • Sales context

Custom Fields

Users can extend lead data by clicking:

➜ Custom Fields

This allows adding organization-specific attributes such as:

  • Industry
  • Budget range
  • Product interest
  • Lead priority score

After filling in the required information, click Create Lead.

The system will:

  • Validate required fields
  • Create a new lead record
  • Add it to the Leads list
  • Make it available for filtering and conversion

Ready to move a qualified lead forward? See Lead Details Page for how converting a lead to a client actually works.

Best Practices

  • Always assign a lead owner immediately
  • Keep lead status updated regularly
  • Record last interaction date after every contact
  • Use lead source for performance tracking
  • Add detailed descriptions for better context
  • Convert qualified leads into deals quickly