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
  • Email

IMPORTANT !! The rest of the information is optional. DO NOT MODIFY the column titles, format or ORDER.