---
title: How to Create Leads
description: In this guide, you'll learn how to create leads and manage potential client information.
---

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3. [General](https://support.pabau.com/en/pabau2/leads?hsLang=en#general)

# How to Create Leads

## In this guide, you'll learn how to create leads and manage potential client information.

#### **Step 1: Access Lead Creation Page**

Start by [logging into your Pabau account](https://app.pabau.com/), then click on the Create button at the top of the screen, or use the hotkeys Shift + L to initiate lead creation.

![](https://support.pabau.com/hs-fs/hubfs/image-png-May-22-2026-08-06-35-6544-PM.png?width=682&height=237&name=image-png-May-22-2026-08-06-35-6544-PM.png)

Alternatively, navigate to Leads in the left sidebar menu and click on "[Leads](https://app.pabau.com/leads/list)." Then, select "Create Lead" in the top right corner.

![](https://support.pabau.com/hs-fs/hubfs/image-png-May-22-2026-08-07-04-6856-PM.png?width=670&height=365&name=image-png-May-22-2026-08-07-04-6856-PM.png)

 

#### **Step 2: Inputting Relevant Details**

Make sure to provide essential details about the lead, including their full name, email, and lead location. The lead location is particularly relevant for multi-location businesses.

![How to Create Leads\_2](https://support.pabau.com/hs-fs/hubfs/Leads%20category/How%20to%20Create%20Leads_2.webp?width=670&height=329&name=How%20to%20Create%20Leads_2.webp)

Choose the lead pipeline to which the lead will be added and set their current stage within the pipeline.

![How to Create Leads\_3](https://support.pabau.com/hs-fs/hubfs/Leads%20category/How%20to%20Create%20Leads_3.webp?width=631&height=310&name=How%20to%20Create%20Leads_3.webp)

**NOTE:** Beyond manual lead creation, consider integrating the Pabau lead form on your website. This allows potential clients interested in your services to conveniently fill out the form, automatically creating their lead profile in Pabau.

*To obtain the Pabau lead form, please [connect with our dedicated support team](https://pabau.com/support-centre/) for assistance.*

#### **Step 3: Assign a Lead Owner**

 In the top right corner, select the lead's owner from your list of staff members. Designating a lead owner helps in assigning responsibility and streamlining communication.

![How to Create Leads\_4](https://support.pabau.com/hs-fs/hubfs/Leads%20category/How%20to%20Create%20Leads_4.webp?width=670&height=329&name=How%20to%20Create%20Leads_4.webp) 

#### **Step 4: Completing the Lead Creation**

Once you've entered all the details and selected your options, click "Create" to finish.

**NOTE:** You can also learn about [this topic](https://academy.pabau.com/courses/get-started/lessons/the-essentials/topics/leads-and-pipelines/) by watching a lesson on [Pabau Academy](https://academy.pabau.com/courses/).

In addition, we suggest reading our [Leads](https://support.pabau.com/en/pabau2/leads-?hsLang=en) article for a more in-depth exploration of this topic.

---

For [more guides](https://support.pabau.com/en/pabau2?hsLang=en), refer to related articles below, select additional guides, or use the search bar at the top of the page. These guides will help you get the most out of your Pabau account.

Additionally, to help you fully utilize and understand your Pabau account, we recommend exploring additional guides and resources offered at the [Pabau Academy](http://academy.pabau.com/courses). It offers in-depth video tutorials and lessons, offering a holistic learning experience that can equip you with the essential skills for achieving success with Pabau. 

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