How to add a lead in 12Bot (in under a minute)

Name: How to add a lead in 12Bot (in under a minute)
Uploaded: 2026-11-03T13:14:05+00:00
Description: Keep your lead records organized in under a minute. 1. Open Leads in the sidebar, then click Add Lead. 2. Enter the phone number, name and email. Add a stage or tags if needed. 3. Check the details, then click Save Lead. Your lead is now added. 4. Click the eye icon to view the full details. Need to make changes? Use the Actions menu to edit or delete the lead.

Add a lead with phone, name, and email, then view or edit the full details.

Nov 3, 2026

What this video covers

Keep your lead records organized in under a minute.

Open Leads in the sidebar, then click Add Lead.
Enter the phone number, name and email. Add a stage or tags if needed.
Check the details, then click Save Lead. Your lead is now added.
Click the eye icon to view the full details.

Need to make changes? Use the Actions menu to edit or delete the lead.