Leads & Contacts
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How to set up your first lead
Add a lead with the details that help you decide what to do next.
Quick answer
Create a lead, choose the right stage, add useful context, and set a next follow-up date so the lead appears in the right daily workflow.
A useful lead record should answer one question quickly: what should happen next?
Add the basics
Start with the lead name, contact details, lead type, stage, and source. These fields help you find and prioritize the record later.
Add the next follow-up
Before you leave the lead, set a next follow-up date. That date is what helps RelkoAI surface the lead when attention is due.
Steps / Key takeaways
- Capture the lead name and contact details.
- Set stage, intent, and source if you know them.
- Add a next follow-up date before you move on.
Frequently asked questions
Do I need every field filled out?
No. Start with the fields that help you follow up clearly, then add more detail as the relationship develops.
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