Create your account
Navigate to app.leadapp.com and click Sign Up. Enter your name, work email address, and a password, then submit the form. Check your inbox for a verification email and click the confirmation link to activate your account. Once verified, log in to access your new Leadapp workspace.
Set up your workspace
After logging in for the first time, Leadapp prompts you to name your workspace — use your company name or team name so collaborators can identify it easily. If you’d like colleagues to join right away, enter their email addresses in the Invite Team Members field. You can skip this step and invite people later from Settings > Team.
Create a pipeline
In the left sidebar, click Pipelines, then select New Pipeline. Give your pipeline a name (for example, “Sales Pipeline”) and define your stages. A simple starting set of stages might be New, Contacted, Qualified, and Closed. Drag the stages into the order that matches your sales process, then click Save Pipeline.
Add your first lead
Open your new pipeline and click Add Lead in the top-right corner. Fill in the lead’s name, email address, and phone number, then select the pipeline stage that best represents where this lead currently sits. Click Save to add the lead to your pipeline board. You can enrich the lead record with additional notes, tags, and custom fields at any time.
Capture leads automatically
Go to Capturing > Forms and click New Form. Customize the fields you want to collect, style the form to match your brand, and click Publish. Copy the embed code and paste it into your website, or share the hosted form link directly with prospects. Every submission automatically creates a new lead in the pipeline stage you choose.