--- title: How to Add a New Lead in Pallet Connect description: Pallet Connect --- [Skip to content](https://support.palletconnect.com/knowledge-base/how-to-add-a-new-lead-in-pallet-connect#main-content) English Show submenu for translations [![logo1\_on\_transparent](https://support.palletconnect.com/hs-fs/hubfs/Logo%20pack/logo1_on_transparent.png?width=300&height=30&name=logo1_on_transparent.png)](https://support.palletconnect.com/knowledge-base?hsLang=en) Open main navigation Close main navigation - English Show submenu for translations How can we help you? - There are no suggestions because the search field is empty. 1. [Pallet Connect](https://support.palletconnect.com/knowledge-base?hsLang=en) 2. [Customers](https://support.palletconnect.com/knowledge-base/customers?hsLang=en) 3. [Quotes](https://support.palletconnect.com/knowledge-base/customers?hsLang=en#quotes) # How to Add a New Lead in Pallet Connect 1\. Pallet Connect allows admin users to add a Lead. A Lead is a potential sales contact that has expressed interest in your products/services. The Lead differs from a Customer and an order cannot be placed for a Lead. A Lead can easily be converted to a Customer if and when needed.   2\. Navigate to the main menu. Click "Customers" ![](https://support.palletconnect.com/hubfs/Knowledge%20Base%20Import/user_cropped_screenshot-May-08-2025-04-41-26-9898-PM.png)   3\. Click "Manage Leads" ![](https://support.palletconnect.com/hubfs/Knowledge%20Base%20Import/user_cropped_screenshot-May-08-2025-04-41-32-4954-PM.png)   4\. Click "ADD NEW LEAD" ![](https://support.palletconnect.com/hubfs/Knowledge%20Base%20Import/ascreenshot-May-08-2025-04-41-38-7206-PM.png)   5\. Add the name and contact information of the company. **TIP!** "Is a company" will not change any settings in Pallet Connect, it is a way for admin staff to know if contact is a company or independent operator. ![](https://support.palletconnect.com/hubfs/Knowledge%20Base%20Import/ascreenshot-May-08-2025-04-41-58-7101-PM.png)   6\. Add the relevant tax information. See related articles on setting up tax terms for a contact. ![](https://support.palletconnect.com/hubfs/Knowledge%20Base%20Import/user_cropped_screenshot-May-08-2025-04-42-05-2526-PM.png)   7\. Click "Next" to continue adding information ![](https://support.palletconnect.com/hubfs/Knowledge%20Base%20Import/ascreenshot-May-08-2025-04-42-11-6307-PM.png)   8\. Add the physical address. ![](https://support.palletconnect.com/hubfs/Knowledge%20Base%20Import/ascreenshot-May-08-2025-04-42-17-4649-PM.png)   9\. Click "Next" to continue adding information ![](https://support.palletconnect.com/hubfs/Knowledge%20Base%20Import/ascreenshot-May-08-2025-04-42-21-6508-PM.png)   10\. Add any terms, if needed. See related articles on how to set up payment terms for a contact. ![](https://support.palletconnect.com/hubfs/Knowledge%20Base%20Import/ascreenshot-May-08-2025-04-42-28-8339-PM.png)   11\. Add the billing address. Click "Copy From Physical Address" to copy the previous information. ![](https://support.palletconnect.com/hubfs/Knowledge%20Base%20Import/ascreenshot-May-08-2025-04-42-38-9203-PM.png)   12\. Click "Next" to continue adding information ![](https://support.palletconnect.com/hubfs/Knowledge%20Base%20Import/ascreenshot-May-08-2025-04-42-46-6708-PM.png)   13\. "Is a lead" will already be selected. Add any custom information on this page, as needed. ![](https://support.palletconnect.com/hubfs/Knowledge%20Base%20Import/ascreenshot-May-08-2025-04-42-51-3198-PM.png)   14\. **TIP!** If the "Is a lead" field is deselected, other options appear to be able to assign a category. This is how the Lead can be converted into a Customer (or other category). ![](https://support.palletconnect.com/hubfs/Knowledge%20Base%20Import/ascreenshot-May-08-2025-04-42-56-6645-PM.png)   15\. Click "Next" to continue adding information ![](https://support.palletconnect.com/hubfs/Knowledge%20Base%20Import/ascreenshot-May-08-2025-04-43-00-8704-PM.png)   16\. Click to select the facilities where the Lead will be associated. **NOTE:** This is only applicable when multi facility has been enabled. ![](https://support.palletconnect.com/hubfs/Knowledge%20Base%20Import/ascreenshot-May-08-2025-04-43-06-8654-PM.png)   17\. **TIP!** The account can be placed On Hold or set for Upfront payment ![](https://support.palletconnect.com/hubfs/Knowledge%20Base%20Import/user_cropped_screenshot-May-08-2025-04-43-10-2777-PM.png)   18\. Click "Save" ![](https://support.palletconnect.com/hubfs/Knowledge%20Base%20Import/ascreenshot-May-08-2025-04-43-16-3511-PM.png)   19\. Click "×" to return to the "Manage Leads" page. ![](https://support.palletconnect.com/hubfs/Knowledge%20Base%20Import/ascreenshot-May-08-2025-04-43-21-4157-PM.png)   20\. The lead will now display on the list for "Manage Leads" ![](https://support.palletconnect.com/hubfs/Knowledge%20Base%20Import/user_cropped_screenshot-May-08-2025-04-43-25-8765-PM.png) - [Getting started](https://support.palletconnect.com/knowledge-base/getting-started?hsLang=en#main-content) - [How to Create Affiliates](https://support.palletconnect.com/knowledge-base/getting-started?hsLang=en#how-to-create-affiliates) - [Initial Set Up](https://support.palletconnect.com/knowledge-base/getting-started?hsLang=en#initial-set-up) - [How to Create Vendors](https://support.palletconnect.com/knowledge-base/getting-started?hsLang=en#how-to-create-vendors) - [How to Set up Users](https://support.palletconnect.com/knowledge-base/getting-started?hsLang=en#how-to-set-up-users) - [How to Set up employees](https://support.palletconnect.com/knowledge-base/getting-started?hsLang=en#how-to-set-up-employees) - [How to create stock items](https://support.palletconnect.com/knowledge-base/getting-started?hsLang=en#how-to-create-stock-items) - 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