> For the complete documentation index, see [llms.txt](https://wheel-erp.gitbook.io/wheel-erp-user-guide/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://wheel-erp.gitbook.io/wheel-erp-user-guide/leads/lead-contact.md).

# Lead contact

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**Add Lead Contact:** Create potential leads along with their company details.

**Lead Form:** Customize the lead form by toggling fields on/off. Preview the form on the right side. Copy-paste the form code for use anywhere needed.

**Import & Export:** Import data in the specified format. Export data in Excel format.

<figure><img src="/files/86I5AgZ101A19RP21voX" alt=""><figcaption></figcaption></figure>

* **Salutation**: Choose how to address individuals: Mr./Mrs./Ms.
* **Client Name**: Enter the name of the new member or client.
* **Client Email**: Provide email details for communication.
* **Lead Source**: Track where engagement for the organization comes from.
* **Lead Category**: Classify leads based on their queries.
* **Added by**: Select employees who will interact with leads, editable fields.

<figure><img src="/files/KBJKZzfk8fTAJpncFuRD" alt=""><figcaption></figcaption></figure>

* **Company Name**: Records the name of the client's organization or company.
* **Website**: Stores the official website link of the organization for reference.
* **Mobile**: Individual contact number for urgent communication.
* **Office Phone Number**: Organization's phone number for communication.
* **Country**: Records the country where the organization is located.
* **State**: Records the state where the organization is based.
* **City**: Records the city where the organization is located.
* **Postal Code**: Records the postal code for detailed location information.
* **Address**: Collects the complete address of the company for future reference.