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

# Create and Customize Lead

> How to create new leads in LeadSquared and customize lead properties through EazyBe

Create new leads directly from WhatsApp conversations and customize their properties within the LeadSquared Mini-CRM interface.

## Create a New Lead in LeadSquared

<Steps>
  <Step title="Open the WhatsApp Conversation">
    Open the WhatsApp conversation with the contact you wish to create a lead for.

    <img src="https://mintcdn.com/eazybe/tecie6w1d2Y98Bjt/images/1343068459.png?fit=max&auto=format&n=tecie6w1d2Y98Bjt&q=85&s=e50c735feaa0766d6cdb82097b7615fa" alt="WhatsApp Conversation" width="730" height="895" data-path="images/1343068459.png" />
  </Step>

  <Step title="Access LeadSquared Mini-CRM">
    Click the **LeadSquared icon** in the right sidebar to access the Mini-CRM interface.

    <img src="https://mintcdn.com/eazybe/tecie6w1d2Y98Bjt/images/1343068864.png?fit=max&auto=format&n=tecie6w1d2Y98Bjt&q=85&s=fe20ea8380296923ae374e4d9b27bcf2" alt="LeadSquared Mini-CRM" width="606" height="479" data-path="images/1343068864.png" />
  </Step>

  <Step title="Link or Create Contact">
    * To link an existing lead: Select **"Link Contact"**, choose the lead from available options, and confirm
    * For new contacts: Click **"Create Contact"**, then populate the required fields
  </Step>

  <Step title="View Lead in LeadSquared">
    Once created, use the **"View Lead on LeadSquared"** button to view the lead directly in LeadSquared.
  </Step>
</Steps>

## Customize Lead Properties

<Steps>
  <Step title="Access the Lead's Contact Card">
    Open the WhatsApp chat of the LeadSquared lead you want to customize.
  </Step>

  <Step title="Open Edit Mode">
    Click the **"Edit"** button in the Contact Card to modify properties.

    <img src="https://mintcdn.com/eazybe/tecie6w1d2Y98Bjt/images/1343043977.png?fit=max&auto=format&n=tecie6w1d2Y98Bjt&q=85&s=4b1d0e753b9f2e59b6db9002c2ba8ee3" alt="Edit Contact Card" width="1227" height="900" data-path="images/1343043977.png" />
  </Step>

  <Step title="Modify Properties">
    A dialog appears where you can:

    * Edit property values
    * Reorder properties
    * Designate fields as required or optional

          <img src="https://mintcdn.com/eazybe/tecie6w1d2Y98Bjt/images/1343044285.png?fit=max&auto=format&n=tecie6w1d2Y98Bjt&q=85&s=6481243c5aeedb0b1abbe7d3a9c92443" alt="Property Editor" width="1227" height="900" data-path="images/1343044285.png" />
  </Step>

  <Step title="Save Changes">
    Click **"Apply"** to confirm your changes, then **"Save"** to finalize.
  </Step>
</Steps>

<Tip>
  Customizing lead properties allows you to capture the information most relevant to your sales process directly from WhatsApp conversations.
</Tip>