How To Create A Lead Manually in WorkZen
Go to Leads and click New Lead. Enter a first name plus at least one contact method (email or phone), then save. The lead lands in your pipeline with the New status, ready to be claimed.
Not every lead comes through a form. Walk-ins, referrals, and "my buddy gave me your number" calls are gold, but only if you actually put them in the system. Here's how to add a lead manually so it joins the pipeline like every other opportunity.
Where the button lives
Go to Leads and click New Lead. A quick-create window opens for the fast path: name, contact info, and the address. If you need the company toggle, mobile and website, lead source, or notes, follow the link to the full form instead.
What the full form captures
The form is grouped into three sections:
| Section | Fields |
|---|---|
| Personal Information | This is a company switch, Company Name (required for business leads), First Name (required), Last Name, Email, Phone, Mobile, Website |
| Address Information | Street address, city, province/state, postal code, country |
| Additional Information | Lead Source, Message / Notes |
Two rules to know:
- At least one contact method is required. Leave both email and phone empty and WorkZen shows "At least one contact method is required (email or phone)."
- Lead Source defaults to "Manual Entry". Overwrite it with something useful ("Referral from Mike", "Home show booth") and your source reporting stays honest.
On the full form, as soon as you enter an email or phone number WorkZen checks it against your existing leads and clients; a match pops a Duplicate Detected dialog right away, so a repeat caller does not become a duplicate record. The quick-create window skips this check.
What happens after you save
Click Create Lead and three things happen:
- The lead is created with the New status and you land on its detail page, where you can claim it, schedule a visit, or start an estimate.
- Teammates with lead access receive a "Lead Added" notification.
- The lead appears in the dashboard's New Leads module until someone claims it.
From here it behaves exactly like a lead captured by your website widget: same statuses, same claim flow, same path to becoming a client.
Step by step
- 1
Open the lead form
Go to Leads and click New Lead. A quick-create window opens; use the full form link if you want to capture the source and extra details.
- 2
Enter the essentials
First name is required, plus at least one contact method (email or phone). For business leads, use the full form and flip on "This is a company".
- 3
Save the lead
Click Create Lead. WorkZen opens the new lead's detail page, and teammates with lead access get a "Lead Added" notification.
See it in action
Frequently Asked Questions
This article answers:
- How do I add a lead manually?
- How do I enter a lead from a phone call?
- What fields does a lead need in WorkZen?
- Can I add a business as a lead?