> ## Documentation Index
> Fetch the complete documentation index at: https://terrascout.ai/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Creating a Lead

> How to create and set up leads in Ploti

<Frame>
  <img src="https://cdn.ploti.ai/static/lead-dialog.webp" alt="Create Lead Dialog" />
</Frame>

Create leads to start tracking land acquisition opportunities. You can create leads from the map, from existing parcels, or directly from your leads list.

## Creating a Lead from the Map

The most common way to create a lead:

1. Navigate to the map and find a property
2. Click on a parcel to select it
3. Click **Create Lead** in the parcel popup
4. Fill in the lead details
5. Submit to create the lead

Multiple parcels can be selected to create a single lead with multiple properties.

## Required Fields

* **Title** - Give your lead a descriptive name
* **Team** - Assign to a team (auto-selected if you only have one)

## What You Can Add

When creating a lead, you can fill in as much or as little as you want. Here's what's available:

* **Title & Description** — Name your lead and add notes
* **Status** — Track where it is in your pipeline (New, Contacted, Negotiating, etc.)
* **Priority** — Flag important opportunities
* **Source & Type** — Record how you found it and what kind of deal it is
* **Owner Type** — Individual, LLC, Trust, etc.
* **Financials** — Asking price, your estimated value, and offer amount
* **Key Dates** — First contact, expected close, contract date, closing date
* **Assignment** — Who's responsible for this lead
* **Project** — Optionally link it to a project

## Associated Parcels

When creating a lead from the map, selected parcels are automatically associated. The dialog shows:

* Number of parcels
* Total acreage
* Parcel previews

You can add or remove parcels after creation from the lead detail view.

## After Creation

Once created:

* You're automatically subscribed to the lead
* If assigned, the assignee is also subscribed
* The lead appears in your leads list and any associated project
* Activity tracking begins immediately

## Tips for Effective Leads

<CardGroup cols={2}>
  <Card title="Descriptive Titles" icon="heading">
    Use clear titles like "123 Main St - 5 Acre Residential" rather than generic names.
  </Card>

  <Card title="Capture Source" icon="magnifying-glass">
    Always record how you found the lead to track which channels perform best.
  </Card>

  <Card title="Add Initial Notes" icon="pencil">
    Include any research or context in the description while it's fresh.
  </Card>

  <Card title="Set Priority Early" icon="arrow-up">
    Prioritize leads immediately so your team knows what to focus on.
  </Card>
</CardGroup>
