Manually
Not all leads come directly from your AI Agents — sometimes, you’ll want to add them yourself.
The Manual Lead Entry feature lets you quickly create or edit leads inside the MagicBlocks Leads dashboard.
This is perfect for adding new prospects, updating partial data, or combining offline and online leads in one place.
When to Use
Use manual lead entry when you:
- Collect leads offline (e.g. events or calls)
- Need to add details missing from an existing record
- Want to test automations with a sample contact
- Create a one-off lead for outreach or demo purposes
How to Add a Lead Manually
Go to Leads → Overview.
Click ➕ Add Lead in the top-right corner.
Fill out the lead details, such as:
Name
Email / Phone
Goal or Campaign Source
Tags (e.g., “High Intent,” “Demo Request”)
Notes or custom fields
Click Save to create the record.
Your new lead appears instantly in the Leads list and can be filtered, messaged, or exported like any other.
Editing Existing Leads
To update or correct information:
- Click on any lead’s name in the list.
- Edit fields like email, tags, or goal manually.
- Click Save Changes.
Tip: Keep naming conventions consistent. For example, use “Demo Booked” rather than “Booked Demo” to standardize filters and reports.
Why It Matters
Manual entry gives you full control over your CRM-like data inside MagicBlocks.
Whether you’re merging different data sources or just logging personal leads, it ensures every valuable contact stays in one unified system.