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Manually Enter a New Lead

Easily add new leads manually to the Sierra CRM from the web app.

 

Why This Feature Matters

 

 

  • Allows you to capture leads from offline interactions or non-integrated sources

  • Ensures every lead is accounted for in your CRM

  • Lets you route leads manually or through automated distribution rules

 

 

 

Step-by-Step Instructions

 

 

1. Navigate to the Add New Lead Page

 

  • From the top menu, go to Leads > Add Lead

 

 

2. Enter Required Information

Fill in the following required fields:

 

  • First Name

  • Last Name

  • Email Address (must be unique, even if not a real email)

  • Password (used for the lead’s login to your Sierra website)

  • Lead Type (Buyer, Seller, or Both)

  • Lead Status (e.g., New, Qualify, Active)

  • Lead Source (e.g., Open House, Referral, Facebook)

 

 

3. Add Optional Information

You may also choose to add:

 

  • Phone number(s)

  • Address details

  • Tags

  • Short summary

  • Notes

 

 

4. Assign or Distribute the Lead

If you are a Primary Manager or Manager-level User, you can:

 

  • Assign the lead to a specific agent

  • Assign the lead to a pond

  • Select Place Lead into Distribution to trigger your lead routing rules

 

 

5. Save the Lead

Choose one of the following:

 

  • Submit and Close to finish

  • Submit and Add Another to continue adding more leads

 

 

 

 

Best Practices

 

 

  • Use a consistent naming convention for test or dummy emails (e.g., test_lead001@example.com)

  • Add tags to help with future segmentation or automation

  • Avoid duplicate entries by confirming the lead hasn’t already been added

 

 

 

 

Troubleshooting Common Issues

 

 

Issue: Error when submitting lead

Fix: Make sure the email address is unique and all required fields are completed

 

Issue: Lead not routed properly

Fix: Double-check your lead routing rules or confirm that “Place Lead into Distribution” was selected

 

 

 

FAQs

 

 

Can Agent-level Users manually add leads?

Yes, all user roles (Primary Manager, Manager, Agent) can manually add leads.

 

What happens if I use a fake email address?

It must still be unique. The lead will be created, but email features (e.g., auto-responders) may not function as expected.

 

Can I manually route a lead after adding it?

Yes. You can assign leads directly or place them into distribution during the manual entry process.