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    • menu 1
      • Project Management
        Plan, assign and track every project in one board.
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        Increase your average order with fast and flexible payment flows.
      • Client Management
        Increase your average order with fast and flexible payment flows.
      • Billing
        Increase your average order with fast and flexible payment flows.
    • menu 2
      • Form Builder
        Increase your average order with fast and flexible payment flows.
      • Remote Team
        Increase your average order with fast and flexible payment flows.
      • Emails
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      • Helpdesk
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      • SEO Agencies Software
        Increase your average order with fast and flexible payment flows.
      • Content Agencies
        Increase your average order with fast and flexible payment flows.
      • Video Editing Agencies
        Increase your average order with fast and flexible payment flows.
    • Menu 4
      • Social Media Agencies
        Increase your average order with fast and flexible payment flows.
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        Increase your average order with fast and flexible payment flows.
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        Increase your average order with fast and flexible payment flows.
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Clientish
  • Home
  • Features
    • menu 1
      • Project Management
        Plan, assign and track every project in one board.
      • Order managment
        Increase your average order with fast and flexible payment flows.
      • Client Management
        Increase your average order with fast and flexible payment flows.
      • Billing
        Increase your average order with fast and flexible payment flows.
    • menu 2
      • Form Builder
        Increase your average order with fast and flexible payment flows.
      • Remote Team
        Increase your average order with fast and flexible payment flows.
      • Emails
        Increase your average order with fast and flexible payment flows.
      • Helpdesk
        Increase your average order with fast and flexible payment flows.
  • Use Cases
    • Menu 3
      • SEO Agencies Software
        Increase your average order with fast and flexible payment flows.
      • Content Agencies
        Increase your average order with fast and flexible payment flows.
      • Video Editing Agencies
        Increase your average order with fast and flexible payment flows.
    • Menu 4
      • Social Media Agencies
        Increase your average order with fast and flexible payment flows.
      • Design Agencies
        Increase your average order with fast and flexible payment flows.
      • Web Development
        Increase your average order with fast and flexible payment flows.
  • Pricing
By Iqbal GM / August 30, 2026

1. Getting StartedWelcome to ClientishWhat is Clientish?Key FeaturesSign UpFree TrialSetting Up Your WorkspaceQuick Start Guide
2. Account & SecurityLoginTwo-Factor Authentication (2FA)Password ResetSession ManagementUser Roles & Permissions
3. DashboardDashboard OverviewDashboard WidgetsRevenue & KPI CardsCharts & AnalyticsRecent ActivityQuick ActionsDate Filters
4. OrdersAll Orders DashboardCreate & Edit OrderOrder StatusOrder Detail PageOrder MessagesOrder TasksProject Data (Intake)Search, Filters & Export
5. ClientsAll Clients DashboardClient ProfileSearch, Filters & Bulk ActionsAdd & Edit ClientStatus & AssignmentClient Wallet & BalanceMerge ClientsImport & Export ClientsVisibility Controls
6. LeadsLeads InboxAdd a Lead by HandLead Owner & Follow-UpsDuplicate Detection & MergeLead Detail & Conversion
7. Invoices & BillingInvoices ListCreate & Edit InvoiceInvoice ActionsNumbering & FormatSubscriptionsCouponsTax Rules
8. TicketsTickets ListCreate & Edit TicketTicket Detail & RepliesRatings & History
9. ServicesServices CatalogCreate & Edit ServicePricing & Add-onsRecurring ServicesFolders & CategoriesService Intake FormPayment LinksDeadlines & Assignment
10. FormsForms ListDrag & Drop BuilderField Type CatalogConditional RulesSelling Inside a FormPublic Forms & SharingResponses & Export
11. PaymentsPayment GatewaysPayment MethodsPayment SettingsGateway Charges
12. TasksTo-Do ListsTask Status Board
13. Team ManagementTeam RosterAdd & Edit MemberPer-Member PermissionsCo-Admins & Access
14. Remote MembersRemote RosterWork BoardRemote Statuses
15. CommunicationTeam ChatLive Chat with ClientsFile LibraryNotificationsBusiness Hours & Auto-Reply
16. Reports & AnalyticsReport TabsReport Access
17. IntegrationsIntegration CatalogSMTP & Mail ConfigGoogle & Marketing Tools
18. SettingsGeneral & BrandingStatus ManagementTags, Departments & DesignationsEmail TemplatesSaved RepliesWorkspace SecurityActivity Logs
19. Client PortalPortal OverviewPortal Billing & WalletPortal Support & Profile
20. Team DashboardTeam Dashboard
21. Remote DashboardRemote Dashboard
22. Roles & PermissionsTwo Role SystemsRole PresetsPermission MatrixDepartment Access Scope
23. Import & ExportImporting DataExporting Data
24. Clientish PortalWhat Is the Clientish PortalYour Plan & BillingPlatform Support
25. TroubleshootingLogin IssuesEmail ProblemsPayment IssuesInvoice IssuesOrder IssuesTicket IssuesPermission IssuesForm & Intake IssuesFile Upload IssuesSubscription & Trial IssuesClient Portal IssuesImport, Export & Data Issues
26. MoreFrequently Asked QuestionsRelease NotesContact Support

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Docs / Leads / Add a Lead by Hand

Add a Lead by Hand

1 min read

For the enquiries that do not come through a form.

Overview

Most leads arrive by themselves from your public contact and order forms. For the ones that come by phone or in person, add a lead by hand — it joins the same list and board as the rest.

Related Articles

Lead Owner & Follow-UpsDuplicate Detection & Merge
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Leads Inbox

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Lead Owner & Follow-Ups

Clientish

The all-in-one platform for agencies and freelancers to manage clients, orders, tasks, billing and support — in one workspace.

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