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# Creating a new lead site

Add lead sites from the floating action button, complete the required fields, and save them so your team can start tracking work.

2 min readUpdated Mar 14, 2026

In this category · 8 articles

[Creating a new lead site](/help/leads/creating-leads)[Importing lead sites in bulk](/help/leads/importing-leads)[Browsing and filtering lead sites](/help/leads/browsing-lead-sites)[The lead site detail page](/help/leads/lead-site-detail-page)[Understanding lead statuses and transitions](/help/leads/lead-states-and-transitions)[Financial feasibility and profitability](/help/leads/financial-feasibility)[Advancing and changing lead status](/help/leads/lead-status-transitions)[Risk assessment](/help/leads/risk-assessment)

## Managing Leads

[Creating a new lead site](/help/leads/creating-leads)[Importing lead sites in bulk](/help/leads/importing-leads)[Browsing and filtering lead sites](/help/leads/browsing-lead-sites)[The lead site detail page](/help/leads/lead-site-detail-page)[Understanding lead statuses and transitions](/help/leads/lead-states-and-transitions)[Financial feasibility and profitability](/help/leads/financial-feasibility)[Advancing and changing lead status](/help/leads/lead-status-transitions)[Risk assessment](/help/leads/risk-assessment)

Lead sites are the core of Proquiro — each one represents a land parcel your team is evaluating or negotiating. Here’s how to add your first one.

## Create a new lead

To add a new lead site, tap the **floating action button** (the round button at the bottom-right of the screen) and select **Lead Site**. You can also start from the Lead Sites page.

![New lead form](/help/screenshots/new-lead-form.png)

**Tip:** If you’re out in the field, create the lead right from your phone — the location picker will use your GPS to drop a pin automatically.

## Required fields

- **Site Name** — Give it something descriptive you’ll recognize later (e.g., “Kengeri 4-acre plot near ring road” beats “Site 47”)
- **Location** — Use the location picker to pin the site on the map, or type in the address manually

## Optional fields

These aren’t mandatory, but filling them in now saves you from hunting down details later:

- **Area** — Total area of the site (in acres, sq. ft., or other units)
- **Survey Number** — The government survey number for the land parcel, useful for quick lookups
- **Owner Details** — Name and contact information for the landowner
- **Notes** — Any initial observations, access directions, or context worth remembering

## Importing multiple leads at once

If you have a spreadsheet of sites to add, you can [import leads in bulk](/help/leads/importing-leads) instead of creating them one by one. The import supports Excel files with automatic location detection from Google Maps URLs.

## After creation

Once you create a lead, it starts in the **Inquiry** status. From here, you can:

- Assign it to a team member so nothing falls through the cracks
- Upload supporting documents (title deeds, survey maps, photos)
- Add competitor sightings nearby to track the competitive landscape
- Create follow-up tasks with deadlines
- Update its status as negotiations progress

**Tip:** Assign the lead and create a follow-up task right away — leads that sit unassigned tend to go stale fast.

## Who can create leads

All roles except Lead Assistant can create new leads. Lead Assistants can view and update existing leads assigned to their manager.

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## Related articles

[Managing LeadsBrowsing and filtering lead sites](/help/leads/browsing-lead-sites)[Managing LeadsFinancial feasibility and profitability](/help/leads/financial-feasibility)[Managing LeadsImporting lead sites in bulk](/help/leads/importing-leads)