New lead | VISTA

Contact

Basic details for the lead. All fields are required unless marked optional.

First name

Last name

Email

Phone

Stored in E.164 format. North American numbers are auto-formatted.

Lead details

Pipeline and routing context for the new lead.

Lead source

Status

Notes

Optional. Up to 5,000 characters.

CASL / TCPA consent

Required for v1. Record express consent the lead has given you. The submission timestamp is captured automatically.

Email marketing consent

I have express consent to send marketing emails to this lead.No consent — do not send marketing emails.

SMS marketing consent

I have express consent to send marketing SMS to this lead.No consent — do not send marketing SMS.

How was consent obtained?