Lead

“Leads” is a term commonly used in various contexts to refer to potential customers or opportunities that a business or individual can pursue for sales, marketing, or other purposes.

Create Lead

Go to Sales and click on Leads

Click on the +Lead button and select +New Customer.

Enter the details in the Create Lead page and click on the Save button

A new Lead is added at the top

Import Leads

When you have a huge list of Leads in a spreadsheet and you would like to add them as Leads in your system, you can import the file and they will be added as Leads. Go to the More option and click on the Import New Customer button

You can Download Template in xlsx format

Make Sure you fill up all Required fields while importing data.

1. Click on Upload bulk data to upload your Leads list

After uploading leads in xlsx file format. You can see imported leads in the lead list

Edit Lead

You can choose to edit the lead that you have created.

To edit Lead,

Click on the Action (3 vertical dots) for the record that you would like to edit and click the Edit button

Make the necessary changes and click on Save

Delete Lead

Leads once added can be deleted if no longer necessary

To delete Lead

Click on the Action (3 vertical dots) for the record that you would like to delete and click the Delete button

Give your confirmation in the popup and the record will be deleted

View Lead Details

You can choose to view the lead that you have created.

To view lead

Click on the lead title for the record that you would like to view

You can see all the details of the leads

View Lead in Different Pipelines

You can view the lead that you selected in different pipelines.

To view leads in different pipeline

Click on Pipeline dropdown

Select other pipeline

You can view different pipeline leads