Adding a lead

How to add a lead through Sprout Studio, and what details you can specify when adding one

Justin Morabito avatar
Written by Justin Morabito
Updated over a week ago

An unbooked client in Sprout Studio is called a Lead. A booked client is called a Shoot.

There are three ways to add a lead to Sprout Studio: 

  1. Click the "Quick Add" button in the bottom left sidebar of Sprout Studio, and then click the "Add Lead" button. 

  2. Go to the Lead List page and click the "Add Lead" button at the top of the page. 

  3. A lead is automatically created when a Contact Form is filled out. To create and manage your contact forms, go to Settings > Communication > Contact Forms.

When you are manually adding a lead (options 1 and 2 above), the "Add Lead" modal will be shown. Here, you can specify: 

  • The lead name

  • The shoot type

  • The shoot date

  • You can create a new contact and specify the details

  • You can choose an existing contact with the search bar

  • A note for the lead (i.e. details when you were on the phone with the lead)

  • The lead source(s)

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