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Add a prospective customer with contact details, an address, source, assignee, tags, and notes.
Leads are prospective customers you want your office team to follow up with. Create a lead with only a name, or add contact details, an address, a source, an assignee, tags, and notes so the right person can start working it immediately.
Before you start: sign in as an employer or office user with permission to create leads. Technicians can work leads assigned to them, but they cannot create leads.
The New Lead action appears for office users who can create leads. A read-only user can view the Leads page without that action. Technicians use their assigned-leads workspace instead and cannot create leads. Only Lead Name is required; every other field is optional.
Select Leads in the left navigation, then select New Lead. The Add New Lead form opens over the Leads list.
The empty Add New Lead form, opened from the Leads page.
Enter the required Lead Name. You can also add an Email and a US Phone Number; the phone field shows the 🇺🇸 +1 prefix.
Personal Info fields for the lead's name, email, and phone number.
If you select Save Lead without a Lead Name, the browser shows Please fill out this field and keeps the form open. No lead is created until you enter a name.
Start typing the Street Address, then select the matching suggestion. CleanOps fills the City, State / Province / Region, Postal / ZIP Code, and Country, and saves map coordinates for the selected address.
The address fields populated from a matching address suggestion.
The address is optional. Country defaults to United States and also offers Canada, United Kingdom, and Australia. You can save a non-US country without entering an address; for example, selecting Canada stores that country while the other optional fields remain empty.
Under Additional Info, choose where the lead came from in Source, then use Assigned To to select an employee. Leave Select source or Unassigned selected when those details are not known yet.
Source and Assigned To selected in the Additional Info section.
Saving an assigned lead records both lead_created and lead_assigned activity. The assigned technician receives a Lead Assigned in-app notification and can open the lead in their assigned-leads workspace. An unassigned lead records only the creation activity.
Type in Tags to see matching account tags, then select a suggestion or press Enter to create a new tag. Select the × on a tag chip to remove it before saving.
Selected tag chips and the tag entry field.
Blank and duplicate tags are ignored. A tag you type but do not commit with Enter is still added when you save, and all selected tags remain on the lead.
Enter optional lead-level Notes and watch the counter as you type; notes can contain up to 150 characters. Select Save Lead. The form closes and the new lead appears at the top of the Leads list.
The completed lower form with tags, notes, and Save Lead.
The lead is saved with the contact details, address, source, assignee, tags, and notes you entered. Address suggestions retain their map coordinates, creation activity identifies the actor and time, and assignment adds its own activity and notification.
The newly created lead at the top of the Leads list.
Need more help? If you can't find what you're looking for in our documentation, create a support ticket and our team will assist you.