Knowledge

The Lead Contacts Submodule enables you to manage your organization's individual Lead information

1.1  Lead Contacts Submodule

• Accessing the Lead Contacts Dashboard

1. Navigate to the Leads section from the left-hand menu.

2. Select Lead Contact to access the dashboard.

The Lead Contact Dashboard provides a comprehensive list of all leads, allowing you to perform various actions such as adding, searching, filtering, and managing leads.

Features in the Lead Contacts Dashboard

1. Leads Listing:

• Displays lead details such as contact name, email, lead owner, and creation date.

2. Search and Filter:

• Use the Search Bar to locate leads by name, email, or other details.

• Apply Filters to refine your view by duration, type, or other criteria.

3. Add Lead Contact:

• Click the "Add Lead Contact" button to open the lead form.

• Fill in the required fields, including: 

• Name

• Email

• Lead Source

• Pipeline and Deal Stages (if applicable)

• Optionally, create a deal for the lead by selecting the "Create Deal" checkbox.

• Click "Save" to add the new contact.

4. Lead Form:

• Generate a Lead Form that can be embedded on your website or shared via a link.

• Customize the form fields (e.g., Company Name, Mobile, Message) and save changes.

• Copy and paste the generated code or share the direct link to the form.

5. Import Bulk Leads:

• Click on the "Import" button to upload multiple leads in one step.
  
  
  
  

• Steps for Importing Leads: 

• Download the sample template by clicki

• ng "Download Sample Import File".

• Fill in the required details in the downloaded template. Ensure the date format matches YYYY-MM-DD.

• Upload the completed file by clicking "Choose a File" and then select "Upload and Move to Next Step".
  
  
  
  

• The imported leads will appear in the lead listing.

6. Export Leads:

• Click the "Export" button to download the list of leads as an Excel file.

7. Actions for Individual Leads:

• Each lead has an action menu (three dots) that provides options: 

• View: View detailed lead information.

• Edit: Update lead details.

• Change to Client: Convert the lead into a client.

• Delete: Permanently remove the lead.

Thank you for using the Lead Module!
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