# How to Create a Lead in AgentRoof CRM

Follow these steps to add a new lead to AgentRoof CRM.

#### Steps

1. Log in to AgentRoof CRM using your assigned credentials.
2. From the left-hand navigation menu, click **CRM**.
3. On the CRM page, click the + button located in the Leads row to create a new lead.
4. In the pop-up window, enter the lead's **Full Name**.
5. Provide at least one contact method for the lead by entering a **Phone Number**, an **Email Address**, or both.
6. Select the appropriate **Lead Source** from the available options.
7. If the required source is not available, click the **+** button next to the Source field and create a new source.
8. Click **Save** to create the lead.

#### Result

The newly created lead will be displayed on the CRM page and is ready for follow-up and management.

<div id="bkmrk-" style="position: relative; padding-top: 10.25%;"><iframe allow="accelerometer;gyroscope;autoplay;encrypted-media;picture-in-picture;fullscreen;" allowfullscreen="allowfullscreen" loading="lazy" src="https://player.mediadelivery.net/embed/644343/2d29aa82-1a66-484f-89e8-302a54ded88e?autoplay=true&loop=false&muted=true&preload=true&responsive=true" style="border: 0; position: absolute; top: 0; height: 600px; width: 100%;"></iframe>

</div>