How to Add Leads in Salesforce

Quick summary

To add leads in Salesforce, navigate to the Leads module via the App Launcher and either create a new lead manually by filling in required fields and clicking Save, or bulk-import leads from a CSV file using the Import workflow.

Steps

1. Click the App Launcher at the top of your Salesforce dashboard to open the navigation menu.
2. Scroll down and select Leads from the app list.
3. Click New at the top of the Lead page to create a lead manually.
4. Fill in all required details in the new lead form.
5. Once done, click Save to create the lead record.
6. Alternatively, click Import on the Lead page to bulk-add leads from a file.
7. Choose Import from File from the import options.
8. Select Upload Files, choose your file, then click Next.
9. Once uploaded, click Start Import to begin the import process.
10. When the import is complete, click Done to finish.