You can add a Lead from:
The Home screen – Click on the “Create Lead†icon
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Uploading you Lead database – From the CRM listing by clicking on “Upload Leadsâ€. 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.
