Leads can be added at any time to enable tracking of potential sales or jobs. Web Portal, Pipeline > +New Lead.
To add Leads through the App, Leads > New or + in the bottom right
Leads can be created directly through the CRM contact card
Web Portal > CRM > Contacts > Activity > + New Lead.
App > Contacts > swipe left > New Lead.
From the Quick Actions on the Web Portal Dashboard + Lead
A lead can be created through a form action upon form submission.