Add a Lead

You can add a Lead from:


The Home screen – Click on the “Create Lead” icon
 
CRM Listing – Click on “Add Lead”
 

Uploading you Lead database – From the CRM listing by clicking on “Upload Leads”. On the following screen you will be asked to upload an Excel CSV format file. Download the sample file. The required fields are Form of Contact, Name, Last Names, Phone Number and Email.

 

IMPORTANT! DO NOT modify the column order or column names.



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