> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://knowledge.clym.io/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# How to add a lead


## Steps to take to add a customer lead to your Partner Portal account

When a customer uses the scanner tool on your website, Clym automatically captures them as a lead and collects their information in your Partner Portal account. Once a customer has been added as a lead in your Partner Portal account, you will be able to view their lead information, download a report, or share a report, further enabling you to continue the compliance discussion with each customer and convert more leads. If you are having a discussion with a customer and would like to manually add them to your list of leads in your Partner Portal account, Clym gives you the ability to do so.

Adding a lead is an easy 3-step process:

* [Sign in to the Partner Portal](#3-1-sign-in-to-the-partner-portal)
* [Access Customers](#3-2-access-customers)
* [Add new lead](#3-3-add-new-lead)

[For more information on how to use the scanner, please click here](https://clymio.crisp.help/en/article/how-to-use-and-interpret-the-scanner-inpldq/).

### 1. Sign in to the Partner Portal

You should have received a magic link in your initial onboarding email. Please click **Sign in** from the email to get started. Alternatively, navigate to the [Partner Portal](http://partners.clym.io/) to sign in.

![Partner Portal sign in page](https://storage.crisp.chat/users/helpdesk/website/-/a/e/3/8/ae38f50f15c00000/partner-portal-sign-in_16hf1b9.webp)

### 2. Access Customers

From the left-hand menu, select **Customers**. Click to expand the **Leads** section. Click **Add Lead**.

![Integrations tab and Add Lead button](https://storage.crisp.chat/users/helpdesk/website/-/a/e/3/8/ae38f50f15c00000/scanner5_or5af6.webp)

### 3. Add new lead

From the **Leads** section, click **Add Lead**. In the pop-up window, select the **Action** and choose either **Scan only** or **Scan and send report**. Add the **Domain** that you would like to add as a lead. If you select the action **Scan and send report**, enter the **First name** and **Email** of the recipient who will receive the scan report. Click **Add Lead**.

![Add lead pop-up and button](https://storage.crisp.chat/users/helpdesk/website/-/a/e/3/8/ae38f50f15c00000/scanner7_5wmsxh.webp)

If you encounter any challenges, please reach out to us at [support@clym.io](mailto:support@clym.io).