Add a lead
Log a couple by hand with the New lead form, choose where they came from, and edit the details later.
Use the New lead form when a couple reaches you somewhere Hailo cannot see: a phone call, a DM, a wedding fair. Leads that come through your inquiry form or your call page are created for you and do not need this form.
Open the form
- From Leads, click New lead.
- From the dashboard's Today widget, click New lead.
- From the calendar, click an empty day and choose New lead. The tentative wedding date is filled in for you.
- From quick search (⌘K), choose New lead.
Fill in the fields
Partner A
| Field | Notes |
|---|---|
| Name | Required. The only field you must fill in. |
| Where replies from the Messages tab go. Without it you cannot email the lead from Hailo. | |
| Phone | Optional. |
Partner B (optional)
| Field | Notes |
|---|---|
| Name | Used to build the couple's display name ("Hannah and Justin"). |
| When set, Hailo pre-fills it as a CC on every reply you write to this lead. | |
| Phone | Optional. |
Wedding details
| Field | Notes |
|---|---|
| Tentative wedding date | Shows in the Wedding column, on the calendar as a pencilled-in lead, and drives the "days until" line on the lead record. |
| Budget (optional) | Whole dollars, for example 8000. |
| Source | Where the lead came from. See the list below. |
| Location / venue (optional) | Free text, for example a venue name or a city. |
| Inquiry message | Whatever the couple told you. It shows on the Profile tab of the lead. |
Source options
| Source | When to pick it |
|---|---|
| Website | The couple used a form on your site. Inquiry-form leads get this on their own. |
| Booked a call | The couple booked through your call page. Call-page leads get this on their own. |
| Referral | A friend, family member or past couple sent them. |
| Past client | A couple you have filmed before. |
| Vendor referral | A planner, photographer, venue or other vendor sent them. |
| Instagram, Facebook, TikTok | Social. |
| Google, The Knot, WeddingWire | Search and directories. |
| Imported | Set on leads brought in from another CRM. |
| Other | Anything else. |
| Added manually | The default for a lead you create with this form. |
Source is a plain label. It does not change how Hailo treats the lead.
Save
Click Create lead at the bottom of the form. Hailo opens the new lead's record with status New and source Added manually unless you changed it.
Edit a lead later
- Open the lead.
- Click the ⋯ button in the header and choose Edit lead.
- Change what you need and click Save changes.
The edit form has one extra field at the top: Couple display name, marked "override, leave blank to auto-build from partners". Leave it empty and Hailo shows "Partner A and Partner B". Type something to use that instead everywhere the couple's name appears, including emails and the booking page.
Troubleshooting
The Messages tab says "No email on file for this lead." Edit the lead and add an email address under Partner A.
Two rows for the same couple. A lead created by hand and a later inquiry-form submission are two separate leads. Mark one as lost, or delete it from the ⋯ menu on its record.