Every new lead means the same chain of manual steps: create the company, add the contact, link them together, create a deal, set a follow-up. It takes time, and with multiple tabs open it's easy to miss a step, forget a field, or end up with a duplicate record you only discover weeks later. Paste what you have, such as an email, a name or a signature, and Focus AI handles the whole chain from there, so you can focus on the lead, not the admin.
What you can paste in Focus AI
You can give Focus AI almost anything: a forwarded email, a contact form submission, an email signature, or just a name and company. From whatever you paste, Focus AI picks out everything it needs: the contact's name, company, email address, phone number, website, VAT number, and any details about what they're asking for.
Prompt examples:
- Paste a forwarded email and say "Add this as a new lead."
- Paste a contact form submission: "New lead came in via our website."
- Type a name and company: "New lead: Person X at company X"
- Paste an email signature: "Can you add this contact?"
What Focus AI does with it
Before creating anything, Focus AI checks whether the company or contact already exists in Teamleader Focus. If there's a likely match, it will suggest linking to the existing record instead of creating a duplicate.
If there's no match, Focus AI creates everything in one go and shows you the full overview before anything is saved to Teamleader Focus:
- The company and contact, linked together
- A deal in the first pipeline phase, with a summary of what they're asking for
- A follow-up task due within 2 working days
Review everything, make any changes if needed, and approve. Only then does Focus AI save everything to Teamleader Focus.
Good to know
- If you paste a forwarded email thread with multiple senders, Focus AI will ask you which person is the lead before proceeding.
- If the lead turns out to be an existing customer, Focus AI won't create duplicate records. Instead it will offer to update their existing detail page with the new information.
- Focus AI only fills in what it can confirm from what you pasted or from public sources like VAT registries and websites. It never guesses or makes up contact details.
Shortcut: use the New lead intake Teamleader Skill
The New lead intake Teamleader Skill is built exactly for this flow.
Find it under Focus AI > Skills > /new-lead-intake. Click Use skill to start, or type /new-lead-intake in any Focus AI chat.