> For the complete documentation index, see [llms.txt](https://help.getweddingos.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.getweddingos.com/sales/adding-a-new-lead.md).

# Adding a New Lead

There are two ways a lead enters WeddingOS: manually by your team, or automatically through your website intake form.

***

## Adding a lead manually

Click **+ Add Lead** in the left navigation and fill in the form.

### Fields

| Field                      | Required | Notes                                                                                             |
| -------------------------- | -------- | ------------------------------------------------------------------------------------------------- |
| **First Name / Last Name** | Yes      | The primary client — typically the person who reached out                                         |
| **Email**                  | Yes      | WOS checks for duplicates on blur and will warn you if this email already exists in your pipeline |
| **Phone**                  | No       | Optional but useful for quick outreach                                                            |
| **Wedding Date**           | No       | Fill in if known — drives payment schedule calculations and the 30/7-day reminder notifications   |
| **Lead Source**            | No       | Where they found you (Instagram, referral, podcast, etc.) — feeds your lead source analytics      |
| **Venue Name**             | No       | Fill in if they've mentioned a venue — carries through to the proposal and contract               |
| **Proposal Sent Date**     | No       | Only needed if you're backdating a lead who already received a proposal outside of WOS            |

Click **Add Lead** when done. The lead is saved with a status of *Lead*.

### Enrollment prompt

After saving, WOS will ask if you want to enroll the lead in your automated follow-up sequence. **Only enroll new, active leads** — do not enroll historical data or leads you've already been in contact with outside of WOS, as they'll receive emails that won't make sense in context.

If auto-enroll is turned on in Settings → Email Templates, new leads are enrolled automatically without the prompt.

***

## Via your website intake form

If you've embedded the WeddingOS intake form on your website, new inquiries come in automatically — no manual entry needed. See [Website Intake Form](/admin/website-intake-form.md) for setup instructions.

***

## What happens next

Once a lead is added, they appear in the **Leads** list. From there you can send emails, log notes, move them through your pipeline, and eventually send a proposal when the time is right.


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