Overview
Every client relationship starts with a lead. Whether you met a prospective client at a bridal show, received a referral from a venue, or collected an inquiry through your website, Wedy Pro makes it easy to get that contact into your CRM so you can start building the relationship.
There are three ways to add leads to Wedy Pro: create one manually, import a list from a spreadsheet, or let them flow in automatically from your embedded Lead Forms or the Wedy App marketplace. This article covers the first two — manual creation and CSV import — plus how to create Organizations for grouping related leads.
Time to complete: 5–10 minutes.
How to create a lead manually
To add a single lead to your CRM in Wedy Pro, follow these steps:
Navigate to Leads in the CRM section of the sidebar.
Click the Create dropdown button in the top-right corner of the Leads page.
Select Create Lead from the dropdown menu.
In the Create New Lead modal, fill in the required fields:
Name — the contact's full name (required).
Email — their email address (required).
Optionally, add more details:
Phone — automatically formatted as a US phone number.
Organization — select an existing organization or leave as No Organization.
Job Title — for example, "Event Coordinator" or "Venue Manager."
Mailing Address — start typing and select from the address suggestions.
Click Create Lead to save.
Your new lead appears immediately in the Leads list with an Active status.
Required and optional lead fields
Every lead in Wedy Pro has the following fields. Understanding what each one does helps you capture the right information from the start.
Name (required) — The contact's full name. This is the primary identifier you see across the Leads page, email threads, and project records.
Email (required) — The contact's email address. Wedy Pro uses this to send emails from your connected email account and to prevent duplicate leads. If a lead with the same email already exists, you will see an error.
Phone (optional) — A phone number, automatically formatted for US format (e.g., (555) 123-4567).
Organization (optional) — Link this lead to an organization, such as a venue or planning company that refers clients to you.
Job Title (optional) — The contact's role, helpful for distinguishing between decision-makers and coordinators at the same organization.
Mailing Address (optional) — A physical address, useful for vendors who need to know event locations or send physical materials.
How to import leads from a CSV file
If you are switching from another CRM or have a list of contacts in a spreadsheet, you can import up to 500 leads at once. Wedy Pro accepts CSV, XLS, and XLSX files.
Navigate to Leads in the CRM section of the sidebar.
Click the Import button (with the upload icon) in the top-right corner.
In the Import Leads modal, drag and drop your file into the upload zone — or click Browse files to select it from your computer.
If you need a starting template, click Download sample template to get a CSV with the correct column headers: Name, Email, Phone, Job Title, and Company.
Mapping your spreadsheet columns
After you upload your file, Wedy Pro walks you through a two-step mapping process to make sure your data lands in the right fields.
In Step 1 of 2 — Match Fields, each column from your file appears alongside a dropdown to select the corresponding lead field. Wedy Pro auto-detects common column names (such as "name," "email," "phone," "title," and "company"), so most columns map automatically.
Review each mapping. Your options are: Name, Email, Phone, Job Title, Organization, or Don't import for columns you want to skip.
Make sure at least the Name and Email columns are mapped — both are required.
Click Preview to continue to Step 2.
In Step 2 of 2 — Preview Import, review the data table. Each row shows a validation status. Rows with missing names, missing emails, or invalid email formats are highlighted in red and automatically deselected.
Use the checkboxes to select or deselect individual rows you want to include.
Click Import to bring in the selected leads. If you need to adjust mappings, click Manage Fields to go back.
The Import Complete screen shows how many leads were created and how many were skipped (for example, duplicates). Click Done to close.
Preparing your CSV for a smooth import
A little preparation goes a long way. Follow these tips to avoid errors during import:
Include headers — Your first row should contain column names like Name, Email, Phone. This helps Wedy Pro auto-detect the mapping.
One contact per row — Each row should represent a single lead.
Valid email addresses — Every row needs a properly formatted email. Rows without valid emails will be flagged and skipped.
No more than 500 rows — If you have a larger list, split it into multiple files and import them one at a time.
Duplicates are skipped — If a lead with the same email already exists in your CRM, that row is automatically skipped. Your existing data is not overwritten.
How to create an organization
Organizations in Wedy Pro let you group leads who belong to the same company, venue, or referral partner. This is especially useful for event vendors who receive multiple client referrals from the same source — for example, a wedding venue that regularly sends couples your way.
On the Leads page, click the Create dropdown button in the top-right corner.
Select Create Organization from the dropdown menu.
In the Add Organization modal, fill in the organization details:
Name (required) — the organization's name.
Industry (optional) — select from the dropdown.
Click More details to optionally add a phone number, website, and mailing address.
In the Clients section, choose whether to link an existing lead or create a new one:
Existing contact — search for a lead already in your CRM and select them.
Create new contact — enter the contact's name, email, and optionally their job title and phone number.
Click Add to save the organization and its associated contact.
Once created, the organization appears in the Organization dropdown whenever you create or edit a lead, making it easy to associate future contacts with the same company.
What happens after you add a lead
Every new lead — whether created manually, imported from a file, or auto-created from a Lead Form submission or marketplace inquiry — appears on the Leads page with an Active status. From there, you can:
Open the lead's detail view by clicking their row. This gives you access to four tabs: Edit Contact for updating their information, Communication for sending and viewing emails, Meetings for scheduling and tracking appointments, and Notes for internal reminders.
Send a follow-up email from the Communication tab. All emails are sent through your own connected email account — your client sees your real business email address, not a platform address.
Convert the lead to a Project when you are ready to move forward. This creates a full project record where you can send proposals, contracts, and invoices.
Set up automations to handle follow-up automatically. For example, you can trigger an email to be sent from your connected email the moment a new lead is added from a Lead Form submission.
Other ways leads enter your CRM
Beyond manual creation and CSV import, leads can flow into Wedy Pro automatically:
Lead Forms — Create embeddable forms that live on your own website. When a prospective client fills one out, a lead is created in your CRM instantly. No copy-pasting required.
Wedy App marketplace — When clients discover your profile on the Wedy App marketplace and send a booking inquiry, that inquiry becomes a lead in your CRM. This is a unique advantage of Wedy's two-sided marketplace — you receive leads organically without any marketing spend.
Tips
Use the Download sample template option before your first import. It gives you a perfectly formatted CSV so you know exactly what columns Wedy Pro expects.
Add an Organization when you work with venues, planners, or other vendors who send you multiple referrals. It keeps related leads grouped and easy to find.
After importing leads, review them in the grid or list view and mark any outdated contacts as Inactive so your active pipeline stays focused.
Set up an automation to send an instant follow-up email whenever a new lead is added — fast response times are critical in the events industry.
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