There are two quick ways to add a single lead to AdvantaCRM: pull in an existing client, or create a brand new profile. Have a whole spreadsheet of leads to bring in at once? See Batch Uploading Leads via CSV instead.
Getting there
From the Leads page, click Add lead to see your options.
Add existing client to Leads
Use this when someone's already a profile in AdvantaCRM but isn't being tracked on your Leads page yet.
Click Add lead, then Add existing client to Leads.
Search for the client — only clients not already on your Leads page show up here.
Click their name to add them.
Create new profile
Use this to add someone brand new.
Click Add lead, then Create new profile.
Choose the Type — Lead or Client.
Choose the Household — Single or Couple.
Select a Source.
Enter their First Name and Last Name.
Optionally add their Address (autocomplete, or enter manually for something like a PO Box) and Unit.
Click Create Lead.
You'll land on their new profile next, with everything else — contact info, coverage, and so on — left for you to fill in from there.