There are 3 methods to register a new lead, these are:
Method 1 - From Home Screen
On the home screen find the "What do you want to do next?" section and click on the "Create Lead" icon.
Method 2 - CRM Module
Go to the CRM module and click on "+ Add Lead"
Method 3 Upload in bulk
This option will allow you to upload several leads at the same time. Go to the CRM module and click on "Upload Leads"
NOTE: The new screen will ask you to upload an excel file (spreadsheet), download the sample file and follow the column order.
Make sure you complete the required fields (Red):
- Form of contact
- First name
- Last name
- Phone Number
IMPORTANT !! The rest of the information is optional. DO NOT MODIFY the column titles, format or ORDER.