> ## Documentation Index
> Fetch the complete documentation index at: https://visaflo.ca/knowledge-base/llms.txt
> Use this file to discover all available pages before exploring further.

# Add Leads

> Add a prospect manually, assign ownership, avoid duplicates, and keep qualification work separate from active cases.

## Add a lead manually

1. Open **Leads** and choose the action to add a lead.
2. Enter the prospect's available contact information.
3. Select the starting stage and the staff member responsible for follow-up.
4. Save the lead, then record the next action in the activity timeline.

## Verify the new record

Open the lead after saving to confirm the contact information, current stage, and activity timeline.

<img src="https://mintcdn.com/visa-flo/cmtpeb0FP38DY7HA/knowledge-base/images/docs-captures/leads/lead-profile.png?fit=max&auto=format&n=cmtpeb0FP38DY7HA&q=85&s=c547ca8d5b318146e9754e398ce410f2" alt="New lead profile with activity timeline" width="1232" height="664" data-path="knowledge-base/images/docs-captures/leads/lead-profile.png" />

## Add another email address

Keep the main email as the address used for the lead's primary identity and add alternate addresses from the lead profile when the same person uses more than one inbox. Select the **+** next to the email field, enter the alternate address, and save it.

VisaFlo includes messages sent to or received from an added address in the lead's **Communications** history. Do not add a colleague's or family member's address unless it genuinely belongs to the same lead; create or link the appropriate record instead.

## Avoid duplicates

Search by full name, email, and phone before adding a new lead. If the prospect already exists, update the existing lead and add a new timeline entry instead of creating a second record.

## Importing leads

For a large import, use the supported import workflow and validate a small sample before importing the complete list. Keep the source column names and contact fields consistent so leads can be routed correctly.
