> For the complete documentation index, see [llms.txt](https://docs.rishvi.co.uk/linnworks/llms.txt).
> Use it to discover all available pages before exploring further.
# Create leads (from email or manually)
Leads can be generated in the CRM system through email aliases or by manually creating records. These methods complement leads captured from website forms, ensuring all potential opportunities are tracked efficiently.
Leads can enter the *CRM* system through multiple channels, including dedicated email aliases and manual entry. These methods work alongside leads captured via the **website contact form**, ensuring no potential opportunity is missed.
Before using these features, make sure *Leads* are enabled. Navigate to **CRM app ‣ Configuration ‣ Settings**, activate the **Leads** option, and click **Save**.
## **Configure email aliases**
Each sales team can have its own email alias. Any message sent to this address is automatically converted into a lead (or opportunity), capturing key details from the email.
To configure an email alias:
1. Go to **CRM app ‣ Configuration ‣ Sales Teams**
2. Select a team to open its settings
In the team configuration:
- Enter or update the alias name in the **Email Alias** field
- Define who can send emails using the **Accept Emails From** setting
Available options include:
- **Everyone**: accepts emails from any sender
- **Authenticated Partners**: only from existing contacts/customers
- **Followers only**: only from followers of related records or team members
- **Authenticated Employees**: restricted to internal employees
### **Leads created from email**
When an email is received through the alias, a new lead is automatically created.
To view these leads:
- Navigate to **CRM app ‣ Leads**
- Open a record to review its details
The original email is stored in the activity thread (chatter). Typically:
- The email subject becomes the lead title
- The sender’s email is captured in the **Email** field
**Note**
If the *Leads* feature is disabled, incoming emails will create opportunities instead of leads.
## **Manually create leads**
You can also create leads directly within the CRM.
1. Go to **CRM app ‣ Leads**
2. Click **New** to open a blank form
Enter the following details:
- Lead title
- Contact name
- Company name
**Tip**
Leads can also be generated using automated tools such as lead generation features.
**Note**
When a lead is later converted into an opportunity, the **Company Name** is used to either link to an existing customer or create a new one.
### **Manually create opportunities**
Opportunities can also be created directly without going through the lead stage.
1. Navigate to **CRM app ‣ Sales ‣ My Pipeline**
2. Click **New** to create a new opportunity card
Fill in the key details:
- **Organization/Contact**: the company or person
- **Opportunity**: a descriptive name (required)
**Example**
A name like `5 VP Chairs` clearly indicates both the product and quantity being discussed.
Add additional information such as:
- Email and phone number
- Expected revenue (estimated deal value)
**Note**
Expected revenue and priority levels help measure performance at both individual and team levels.
Assign a priority using the star indicators:
- Low priority
- Medium priority
- High priority
- Very high priority
**Note**
Higher priority opportunities are displayed first in the pipeline view.
Once all details are complete, click **Add** to create the opportunity.