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.