Why can't I add a lead?
Usually the name is missing or Pipelio found a possible duplicate. Teammates who only see their own leads can add leads too; a lead they add is assigned to them.
Check the form first
| What you see | Fix |
|---|---|
| Enter a first or last name. | Add a first or last name |
| We found a possible match | The lead may already exist. Open it, or choose Add lead again to save anyway |
| Couldn't check for duplicates | Try again. You can still save after this message |
A message about your access in this workspace
Teammates whose access is set to Assigned to them can add leads. When they add a lead that has no owner yet, Pipelio assigns it to them, so they can see what they just made. Nothing else about their access changes.
If saving still fails with a message about your access, the lead was most likely given to someone else as it was saved, so you would not be able to see it. Ask an admin to check your access:
Choose Team, then Edit member on the teammate's row.
Turn on Can see unassigned leads, or set Which leads they see to All leads.
Save. The change takes effect straight away.
See Who sees which leads.
Still failing
Contact support with the exact message and the time you tried. See Contact support.
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.