Lead management- Upload lead

Created by Emily A, Modified on Thu, 17 Apr at 9:02 PM by Emily A

Streamlining lead management is crucial for businesses seeking to efficiently organize and engage potential clients.

This tool offers a seamless solution, enabling the creation of leads with ease. Moreover, managing bulk leads provides the convenience of uploading information through an Excel template. This introductory guide will walk you through the process, ensuring a smooth transition to efficient lead management within the lead master grid.

Accessing the Upload Leads Feature:

Download the template, fill in the lead details, and upload the completed file using the upload option and click on "view lead".

Uploaded leads will be displayed in the mastergrid.