> ## Documentation Index
> Fetch the complete documentation index at: https://help.leaf360.com/llms.txt
> Use this file to discover all available pages before exploring further.

# How to add leads and referral partners in Leaf360

> A written walkthrough of the video covering the two kinds of records you'll create most when you're new to Leaf360: leads and business contacts.

This is the written version of a short video covering the two kinds of records you'll create most often when you're new to Leaf360: leads and referral partners.

Prefer to watch it instead? Here's the video:

<iframe width="100%" height="400" src="https://www.youtube.com/embed/y-j1erjPWiM" title="How to Add Leads and Referral Partners in Leaf360" frameborder="0" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share" allowfullscreen />

For the full reference on each list, see [Sales Pipeline](/mortgage-crm/sales-leads) and [Contacts](/mortgage-crm/contacts). This page just follows the video.

## Adding a lead

Click **New Lead** in the top right. **First Name** is the only required field, but it's worth opening the **add more info** dropdown — it offers contact details, lead source, loan officer, business contact, lead status, loan type and program, purchase price, and more.

<Note>
  There's no **Add Lead** button on the Sales Pipeline list toolbar — new leads are created from the Kanban view or from this **New Lead** button. See [Sales Pipeline](/mortgage-crm/sales-leads) for the full field list.
</Note>

## Adding a referral partner

You can also create a business contact right from a lead's **Source** field — if you pick a referral category and the partner isn't on file yet, **Create business contact** opens the contact form without losing your place.

To create one directly, click **Add Contact** to open **Add New Contact**. **First Name**, **Last Name**, and **Contact Type** are required (Loan Officer is required when the form asks for it), along with the initial **stage** they get dropped into. Everything else, including collaborators, contact details, company, and production numbers, is optional.

## Related

* [Sales Pipeline](/mortgage-crm/sales-leads)
* [Contacts](/mortgage-crm/contacts)
* [How to change a lead into a business contact](/faq/lead-to-business-contact)
* [How to Videos](/faq/overview)