--- title: How to Manually Add and Manage Leads description: leads --- [Skip to content](https://support.hapana.com/kb/article/680#main-content) English Show submenu for translations [![email-logo.png](https://support.hapana.com/hs-fs/hubfs/hapana_2022/email_2022/footer%20logo.png?width=300&height=78&name=footer%20logo.png)](https://info.hapana.com/en?hsLang=en) Open main navigation Close main navigation - English Show submenu for translations - [Submit Ticket](https://21gxv.share.hsforms.com/2-8HozJXMSTW8kaFHC32eaw) [Submit Ticket](https://21gxv.share.hsforms.com/2-8HozJXMSTW8kaFHC32eaw) Hapana Help | Find answers here - There are no suggestions because the search field is empty. 1. [Hapana Knowledge Base](https://support.hapana.com/?hsLang=en) 2. [Member Management](https://support.hapana.com/member-management?hsLang=en) 3. [Client Page](https://support.hapana.com/member-management?hsLang=en#client-page) # How to Manually Add and Manage Leads Overview The **Leads tab** in CORE helps you manage people who have shown interest but aren’t clients yet. You can manually add leads, assign them to team members, track notes, and convert them to full clients once they sign up. Prerequisites Before you begin: - Make sure you have access to the **Clients** and **Leads** tab in CORE - Know the **lead’s contact details** and preferred **lead source** - Have team members available to assign leads to (if needed) --- Step-by-step instructions --- ### Step 1: Access the Leads tab 1. Click on the **Clients** tab in the top navigation 2. Navigate to the **Leads** tab across the top of the screen 3. You’ll now see a list of all existing leads ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759442554684_9f457888_image-20250522151518-29-1.png?width=670&height=416&name=1759442554684_9f457888_image-20250522151518-29-1.png) ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759442556259_d89b415d_image-20250522151529-30-1.png?width=670&height=416&name=1759442556259_d89b415d_image-20250522151529-30-1.png) --- ### Step 2: Add a new lead 1. Click **Add Lead** in the top right 2. Enter the lead’s: - **Name** - **Contact details** (email, phone) - **Lead source** (e.g., walk-in, referral, Instagram) 3. Click **Add Lead** The new lead will appear in your list instantly. ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759442557836_6be7e569_image-20250522151543-31-1.png?width=670&height=416&name=1759442557836_6be7e569_image-20250522151543-31-1.png) ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759442559131_704d2538_image-20250522151554-32-1.png?width=670&height=416&name=1759442559131_704d2538_image-20250522151554-32-1.png) ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759442560805_2e454667_image-20250522151604-33-1.png?width=670&height=416&name=1759442560805_2e454667_image-20250522151604-33-1.png) --- ### Step 3: Manage lead details On each lead’s row, you’ll see: - **Assign to** icon — to assign the lead to a staff member - **Edit** icon — to update details - **Delete** icon — to remove the lead from your system > ✅ Assigning leads helps keep your sales pipeline organized and gives each staff member visibility on who they’re responsible for. ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759442562550_d608cb07_image-20250522151617-34-1.png?width=670&height=416&name=1759442562550_d608cb07_image-20250522151617-34-1.png) --- ### Step 4: Open and update lead profile 1. Click the **lead’s name** to open their profile 2. Here you can: - View and edit contact info - See lead source - Add **notes** after phone calls or meetings 3. At the top right, you’ll find the **Lead Status** dropdown - Set the lead as **Active**, **Inactive**, or **Convert to Client** when ready > 💡 Tip: Use notes to track every touchpoint — follow-up calls, trial class feedback, etc. ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759442564125_99d13b91_image-20250522151628-35-1.png?width=670&height=416&name=1759442564125_99d13b91_image-20250522151628-35-1.png) ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759442565450_7a75ca9e_image-20250522151645-36-1.png?width=670&height=416&name=1759442565450_7a75ca9e_image-20250522151645-36-1.png) ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759442567015_9366c669_image-20250522153708-37-1.png?width=670&height=416&name=1759442567015_9366c669_image-20250522153708-37-1.png) ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759442568595_cc2084c8_image-20250522153718-38-1.png?width=670&height=416&name=1759442568595_cc2084c8_image-20250522153718-38-1.png) --- Expected outcome Your lead will now be stored in CORE with their details, notes, and status. Once they sign up, they can be converted to a full client with one click. --- FAQs **Q: Can I import leads in bulk?** A: This guide covers manual lead entry. For bulk imports, contact support or your onboarding specialist. **Q: Will leads receive automated emails or texts?** A: Not unless you assign them to a campaign. This process is for manual lead management. **Q: What happens when I convert a lead to a client?** A: The lead is moved into the **Clients** tab, where you can assign memberships, bookings, and more. --- **Still need help?** Reach out to our support team via [support@hapana.com](mailto:support@hapana.com) - [Member Management](https://support.hapana.com/member-management?hsLang=en#main-content) - [Account Settings](https://support.hapana.com/member-management?hsLang=en#account-settings) - [Client Accounts](https://support.hapana.com/member-management?hsLang=en#client-accounts) - [Edit Profile](https://support.hapana.com/member-management?hsLang=en#edit-profile) - [Retail Configurations](https://support.hapana.com/member-management?hsLang=en#retail-configurations) - [Other](https://support.hapana.com/member-management?hsLang=en#other) - [Schedule](https://support.hapana.com/member-management?hsLang=en#schedule) - [Client Page](https://support.hapana.com/member-management?hsLang=en#client-page) - [General](https://support.hapana.com/member-management?hsLang=en#general) - [Reporting](https://support.hapana.com/member-management?hsLang=en#reporting) - [Retail Dashboard](https://support.hapana.com/member-management?hsLang=en#retail-dashboard) - [Team Settings](https://support.hapana.com/member-management?hsLang=en#team-settings) - [Hapana Member Access Control (MAC) Doors](https://support.hapana.com/member-management?hsLang=en#hapana-member-access-control-mac-doors) - [Cash Drawer](https://support.hapana.com/member-management?hsLang=en#cash-drawer) - [Marketing Solutions](https://support.hapana.com/marketing-solutions?hsLang=en#main-content) - [App](https://support.hapana.com/marketing-solutions?hsLang=en#app) - [Contacts](https://support.hapana.com/marketing-solutions?hsLang=en#contacts) - [Marketing](https://support.hapana.com/marketing-solutions?hsLang=en#marketing) - [Conversations](https://support.hapana.com/marketing-solutions?hsLang=en#conversations) - [Settings](https://support.hapana.com/marketing-solutions?hsLang=en#settings) - [Automations](https://support.hapana.com/marketing-solutions?hsLang=en#automations) - [Branded Solutions](https://support.hapana.com/branded-solutions?hsLang=en#main-content) - [Branded App](https://support.hapana.com/branded-solutions?hsLang=en#branded-app) - [Branded Kiosk](https://support.hapana.com/branded-solutions?hsLang=en#branded-kiosk) - [Hapana Hub](https://support.hapana.com/hapana-hub?hsLang=en) - [Website Embed Widgets](https://support.hapana.com/website-embed-widgets?hsLang=en) - [About us](https://hapana.com/about-us/) - [Careers](https://hapana.com/careers/) - [Contact us](https://hapana.com/contact-us/) - [Privacy policy](https://hapana.com/privacy-policy/) - [Terms & conditions](https://hapana.com/terms-and-conditions/) [![email-logo.png](https://support.hapana.com/hs-fs/hubfs/hapana_2022/email_2022/footer%20logo.png?width=300&height=78&name=footer%20logo.png "email-logo.png")](http://hapana.com?hsLang=en) Copyright © 2025, Hapana