How to Create a Lead

Before You Begin

• Login to your account at https://app.joinzipper.com/auth/login
• Ensure you have owner or admin permissions

Steps

Step 1: Navigate to Contacts > Lead Tracking

1. Go to Contacts > Lead Tracking and select the workflow you want to add the lead to (a default workflow is available automatically)

Step 2: Open Create Lead

1. Click Add Lead (or Create Lead)

Step 3: Enter lead information

1. Name (required)
2. Email
3. Phone
4. Source — e.g., “Website form”, “Referral”, “Google Ads”
5. Stage — select the initial workflow stage (e.g., “New Lead”)
6. Notes / custom fields (optional)
7. Link to customer (optional) — search for and link an existing customer profile

Step 4: Save

1. Click Save. The lead appears in the selected workflow stage and its journey timeline starts automatically.

Troubleshooting

No Leads page? Confirm you have permission to manage leads and that leads are enabled for your organization.

Can’t create a lead? Name is required; also verify a workflow exists and you have permission to manage leads.

No workflows visible? A default workflow is created automatically — contact support if none appears.

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Need a hand?

Email our team at support@joinzipper.com and we'll usually reply within a few hours.

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