Leads Profile Management

Overview

The Lead page has a layout similar to the Client page, with a table displaying all your leads and key action buttons for management. Refer to the image below to understand the layout of the Leads page.

Create a Lead Profile

To create a new lead, follow these steps:

1. Click the Add button at the top of the Lead page (see image below).

2. In the overlay that appears, select Create.

3. A form will load where you can enter the lead details: First Name, Last Name, and Email
4. Once the form is complete, click the Create button. The new lead will now appear on the Leads page.

Importing Leads into your Dashboard

You can bulk import leads using a CSV file. Follow these steps:

1. Click the Add button and select Import from File from the overlay menu.

2. Click on the "import from file" tab

3. Upload your CSV file in the provided form.
4. The CSV file must contain the following headers: First Name, Last Name, and Email. These headers can be in any order but must be present.
5. After uploading, click the Import button. The leads will be added to your Leads List.

See a Lead Profile Details

To see the full details of a lead profile, follow these steps:

1. Locate the lead in the table.
2. Click the three-dot menu next to the lead and select "Full Details".

3. The lead's details, including when it was created and last updated, will appear on the screen.

Editing a Lead Profile

To edit a lead profile, follow these steps:

1. Click the three-dot menu next to the lead and select "Edit".

2. The lead details will load in a form. Make the necessary changes.
3. Click the Update button to save the changes.

Deleting a Lead Profile

To delete a lead profile, follow these steps:

1. Click the three-dot menu next to the lead and click the "Delete" tab.

2. The lead will be permanently removed from your dashboard. This action cannot be undone.

Converting a Lead to a Customer

To convert a lead into a customer or Client, follow these steps:

1. Click the three-dot menu next to the lead and then select "Convert to Customer".

2. A form will load, asking for additional information such as Phone, and Address.
3. Fill in the details and click the Create button. The lead will now be listed in the Client page.

Adding Notes to a Lead Profile

To add notes to a lead profile, follow these steps:

1. Locate the lead in the table.
2. Click the three-dot menu next to the lead and select "add note".

3. A form will load, fill in the note you want to add into this lead profile on the form field and click on the "add note" button.

Reading added Notes on a Lead Profile

To read notes on a lead profile, follow these steps:

1. Locate the lead in the table.
2. Click the three-dot menu next to the lead and select "view notes".

3. All added notes on this profile can bee seen.

Exporting Leads from your Dashboard

To export leads as a CSV file, follow these steps:

1. Select the leads you want to export by checking the checkboxes next to their entries on your left hand side.
2. Once you select a lead, a three-dot menu will appear at the top of the page,click on this three-dot menu.
3. Click the Export option in the menu.
4. The selected leads will be processed and downloaded as a CSV file automatically.

Deleting Multiple Leads' Profile

To delete multiple leads at once, follow these steps:

1. Select the leads you want to delete by checking the checkboxes next to their entries on your left hand side.
2. Click the three-dot menu at the top of the page and select Delete.
3. All selected leads will be permanently removed from your dashboard. This action cannot be undone.