# Create or delete a lead

> [HTML Version](create_delete_lead.html)

BRIX allows you to create leads manually, add them automatically using [web forms](360012715039.md) and the provided [API](https://api.brix365.com/ru/public-api/reference/app/appitemcreate/), or import them from **.xlsx** or **.csv** files. These options are described below.

## Create a lead manually

You can add a lead manually in one of the following ways:

1. Go to **CRM > Leads**. Open the pipeline you need. In the top right corner of the page, click the **+ Lead** button.

**(create-delete-lead-1.png)**

2. Open the creation or editing form of a [company](360012584980.md) and click the** +** or **+ Create** button next to the **Leads** field. The new lead will be automatically linked to this company.

**(create-delete-leads-2.png)**

3. Open the creation or editing form of a [contact](360012584960.md) and click the **+** or **+Create** button next to the **Leads** field. The lead you create in this way will be linked to the corresponding item of the **Contacts** app.



**(create-delete-leads-3.png)**

When you create a new lead, the only required field is **Name**. By default, the user who creates the lead is specified in the **Assigned to** field. You can change or delete the user in this field.

The other fields can be specified later on the [lead’s page](lead_page.md).

## Create a lead using the API

You can use the API to create new items of the **Leads** app, adding them to a specific pipeline. The request parameters can be found in the [Create app item](https://api.brix365.com/en/public-api/reference/app/appitemcreate/) article. Read more about the Web API features in [BRIX Public API](https://api.brix365.com/en/).

## Create a lead using a web form

You can create a web form and add it to your website. When a client fills out the form, a new lead storing the data they entered will be created in the **CRM** workspace.

In the web form’s settings, you can specify a pipeline to which the newly created lead needs to be added. Read more about web form settings in the [Web forms](360012715039.md) article.

**(create-delete-lead-4.png)**

## Import leads from a file

You can quickly add a large amount of data to BRIX apps by importing it from an **.xlsx** or **.csv** file. For example, you can import an existing lead database from one company to another.

To start the import, go to **CRM > Leads**. In the upper right corner, click the  **(three-vert-dots-icon.png)** icon and select **Data Import**.

**(create-delete-lead-5.png)**

In the window that opens, select an **.xlsx** or a **.csv** file from your PC. You can also use a file uploaded to the system. To do that, click the **(hmfile_hash_e065907c.png)** icon on the right and then click **Select from the Files Workspace**. When you choose a file, click **Import**.

Read more about uploading data to the system in the [Data import](360009354059.md) article.

## Delete a lead

To delete a lead, you need to add the **Delete** button to the lead’s page.

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начало внимание

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Only users included in the [Administrators](360006871932.md#administrators) group can add buttons to the lead’s page.

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конец внимание

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Open the view page of a lead and click the **(Gear-icon.png)** icon in the bottom left corner. The **(hmfile_hash_31dc88aa.png)** icon will appear next to the default buttons. Click the icon and select **Add the “Delete” button**.

**(create-delete-lead-6.png)**

The button will be added to the page. Only users having the [permission to delete app items](360007527512.md#assign) will be able to use it.



Read more about adding buttons to pages in the [Manage buttons on app item pages](360019228531.md) article.



## View previously deleted leads

Deleted leads are not shown in the pipeline. To view them, first open the pipeline you need. In the search bar at the top of the page, click the** (Pipeline_icon.PNG)  **icon. In the top right corner of the window that appears, click **Deleted**.

**(create-delete-leads-7.png)**

The page with a list of removed leads will open.

To see all deleted leads as a list, change the view to [Table](360012597080.md#table).