How to Create an Object (e.g., A Sales Lead) - LUKLAK Unified & Universal

Adding Your Work to the System

Ready to add new work to the system? Creating a new item—which we call an 🧊 Object—is one of the most common things you’ll do in Luklak.Whether you’re adding a new sales lead, a project task, or a support ticket, the process is always the same. We’ll walk you through creating a new Lead in the LAIKA Sales CRM.

Creating a New Lead: A Step-by-Step Guide

Let’s imagine you just received a call from a potential new client. Here’s how you would add their information to the LAIKA system.

# Tutorial: Creating a New Lead

## Section 1: Finding the "Create" Button

1.  **Navigate to the Correct `⏹️ Space`**: First, make sure you are in the correct workspace. For this example, we'll navigate to the `Sales & CRM` `⏹️ Space` from the sidebar.
![Navigating to the Sales & CRM Space in the sidebar.](https://path/to/navigate-to-crm-space.png)

2.  **Locate the "Create" Button**: Look for the `+ Create` button, usually located in the top right of your `Workview`.
![The location of the + Create button in the top right of the screen.](https://path/to/create-button-location.png)

## Section 2: Filling in the Details

1.  **Open the Create Form**: Clicking `+ Create` will open a new form to enter information.

2.  **Select the `Object` Type**: If your `⏹️ Space` has more than one type of `🧊 Object`, make sure to select the correct one. In this case, we'll choose `Lead`.

3.  **Fill in the Fields**: Fill in the important details for the new lead, like `Full Name`, `Email`, and `Lead Source`. Fields marked with an asterisk (*) are required.
![Filling out the details for a new lead in the creation form.](https://path/to/lead-form-details.png)

4.  **Click "Create"**: Once you've entered the information, click the blue "Create" button at the bottom.

## Section 3: See Your New `Object`

1.  **Confirm Creation**: That's it! You'll now see your new `Lead` appear as an item in your `Workview`, ready for the sales team to begin their work.
![The new lead object now appears in the list view of the CRM space.](https://path/to/new-lead-in-list.png)