> For the complete documentation index, see [llms.txt](https://docs.shortcutco.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.shortcutco.com/readme/leads-prospects-customers/how-to-add-a-lead.md).

# How to add a lead

Add a lead when someone asks for a quote. [Open Leads →](https://shortcutco.com/leads)

<figure><img src="https://2299783971-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FOhi7KtJ4vY1pDKwWu5SV%2Fuploads%2Fgit-blob-fe6801b9bcd7f2c90696fa269ba0ea7e1fa1e3f5%2Fleads-list.png?alt=media" alt="Customers, Needs estimate view: each lead with the date it came in, a Lead pill, call and email buttons, and an Estimate button"><figcaption><p>Leads waiting for a quote. Click "Estimate" to start a proposal. To drop a lead you won't quote, open it and choose ⋯ → Dismiss lead….</p></figcaption></figure>

## When to use this

* A new inquiry came in (phone, text, email, website)
* You want to capture their property location and contact info

## Steps

{% stepper %}
{% step %}

### Go to Customers

Open [Customers](https://shortcutco.com/customers). Leads live there alongside prospects and customers.
{% endstep %}

{% step %}

### Add lead

Click **Add Lead** (top right). [Open New Lead →](https://shortcutco.com/leads/new)
{% endstep %}

{% step %}

### Fill in required fields

Provide the following:

* First name
* Last name
* Email
* Phone number
* Property location (pick the address from Google's suggestions so it lands in the right place)
  {% endstep %}

{% step %}

### Optional fields

If available, add:

* **Square footage** (used for lawn size calculations and per-sq-ft pricing)
* **Estimated hours** to complete work
* **Special requests / notes**
  {% endstep %}

{% step %}

### Save

Click **Save**.
{% endstep %}
{% endstepper %}

## Expected result

Shortcut opens the new lead's profile, and they appear in [Customers](https://shortcutco.com/customers) under **Needs estimate**. The profile shows what they asked for under **Request**: the services, their special requests, and your estimated hours. To start their proposal, click **Create estimate** at the top of the profile.

<figure><img src="https://2299783971-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FOhi7KtJ4vY1pDKwWu5SV%2Fuploads%2Fgit-blob-b3ba18db9adf5a43907e8534d728fbf98fa15da1%2Fleads-profile.png?alt=media" alt="A lead&#x27;s profile on the Overview tab: the header with the three-dot menu, Property, Comment, and Create estimate; the Lead pill, email, and phone; the Request section; and on the right the street map with a house pin, the address and property size, and a follow-up task"><figcaption><p>A lead opens in the same profile as a customer. Measure the lawn with Property → Measure property before you quote — see <a href="/readme/leads-prospects-customers/customers-overview-+-importing.md#measure-a-property">Measure a property</a>.</p></figcaption></figure>

## Common issues

{% hint style="warning" %}

* **Can't send the proposal later**: the lead has no email or phone number. Add at least one.
* **Wrong address**: open the lead's profile, click the **Address** under the map, and pick the right one from Google's suggestions before you quote or schedule.
  {% endhint %}

## Still stuck?

<details>

<summary>Contact support</summary>

Email <hello@shortcutco.com> with the lead's name and a screenshot of the Add Lead form.

</details>