---
title: "Add/Edit Leads"
url: "https://help.psarev.io/en/article/add-edit-leads"
language: "en"
last_updated: "2026-07-23T21:16:10.525Z"
---

# Add/Edit Leads

The *Add Lead* modal and *Edit Lead* screen allow you to create and update lead records in the Sales module. Only the **Lead Name** is required to save a lead. All other fields can be filled in as more information becomes available.

To add a new lead, click **Add Lead** from the Lead List view. To edit an existing lead, open the lead record and click **Edit Lead**.

![](https://cdn-assets.productfruits.com/1d0453ee-652c-47b0-809b-03d74ff5291b)

![](https://cdn-assets.productfruits.com/15de9b4f-4164-4aba-8ffa-1c3dd857bf36)

Each field on the Add Lead and Edit Lead screens is defined below.

| No. | **Label** | *Definition* |
| --- | --- | --- |
| 1 | **Lead Name** | *Name of the lead. This can be a person's name or a business name.* |
| 2 | **Identity** | *Indicates whether the lead is a Business or Residential prospect.* |
| 3 | **Lifecycle Stage** | *Current lifecycle stage of the lead. Defaults to Lead when a new lead is created.* |
| 4 | **Status** | *Current status of the lead, such as New or Working.* |
| 5 | **Rating** | *Indicates the lead's engagement level, such as Hot, Warm, or Cold.* |
| 6 | **Score** | *Numerical score representing the likelihood that the lead will close.* |
| 7 | **Owner** | *User assigned as the owner of this lead.* |
| 8 | **Source** | *Source from which the lead originated, such as Partner Referral. Lead sources are configured in System Tables and share the same list used for opportunities.* |
| 9 | **Industry** | *Industry of the lead.* |
| 10 | **Company Size** | *Size of the lead's company.* |
| 11 | **Annual Revenue** | *Annual revenue of the lead's company.* |
| 12 | **Phone** | *Primary phone number for the lead.* |
| 13 | **Email** | *Primary email address for the lead.* |
| 14 | **Website** | *Website for the lead.* |
| 15 | **Description/Notes** | *Additional context or notes about the lead.* |