Add a lead by hand
Choose Add Lead in the left sidebar, enter at least a first or last name, and save. Pipelio warns you if the phone number or address looks like a lead you already have.
Add the lead
In the left sidebar, choose Add Lead.
You can also choose Add lead on the Leads page. A form opens on the right.
Fill in what you know.
Only a first or last name is required. You can also add an email, a phone number, an address, a list, a source and a priority, plus any custom fields your workspace uses.
Choose Add lead at the bottom of the form to save.
The new lead appears on the Leads page. Its owner, starting stage and first follow-up may be filled in automatically if your admin set up Lead routing.
If Pipelio finds a possible match
Before saving, Pipelio checks the phone number and address against your existing leads. If something looks similar, you see We found a possible match with the matching leads listed.
If it is the same person, open the existing lead instead of creating a copy.
If it really is a different lead, choose Add lead again to save it anyway.
If the check itself could not run, you see Couldn't check for duplicates. You can still save, but it is worth searching your leads first.
Adding more than one phone number
Numbers added with Add phone in this form are saved on the lead as earlier numbers. You can call them, but you cannot edit them, remove them or make them the main number later. If you want extra numbers you can fully manage, save the lead with one phone number, then open the lead and use Add another number. See Manage a lead's phone numbers.
Common messages
| Message | What it means |
|---|---|
| Enter a first or last name. | The name fields are both empty. Add either one. |
| We found a possible match | A lead with the same phone or address may already exist. |
| A message about your access in this workspace | The lead was given to someone you cannot see leads for. See Why can't I add a lead?. |
Last reviewed October 4, 2026.
In Pipelio, open Support at the bottom of the left sidebar and send a message. Workspace admins can message support directly; other teammates should ask their admin. Include what you clicked, what you expected, and the exact words of any message you saw.