Leads Management Guide
This guide provides a comprehensive walkthrough of managing leads in your CRM system. Leads are potential customers that you can track, manage, and convert into full-fledged customers. Below is a detailed breakdown of all actions you can perform on the Leads page.
The Leads page in the CRM system helps businesses manage and track potential customers. It enables you to store, organize, and act on important information about your leads, which can be converted to customers at the right time.
Use the mini navigation below to move between different parts of this guide.
Leads Page Overview
The Leads page has a layout similar to the Customers 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.
Creating a Lead
To create a new lead:
- Click the Add button at the top of the Leads page (see image below).
- In the overlay that appears, select Create.
- A form will load where you can enter the lead's details: First Name, Last Name, Email
- Once the form is complete, click Create. The new lead will now appear on the Leads page.
Importing Leads
You can bulk import leads using a CSV file. Follow these steps:
- Click the Add button and select Import from the overlay menu.
- Click on the import from file
- Upload your CSV file in the provided form. Refer to the image below for the import form.
- 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.
- After uploading, click Import. The leads will be added to your CRM system.
Viewing a Lead
To view the full details of a lead:
- Locate the lead in the table.
- Click the three-dot menu next to the lead and select Full Details.
- The lead's details, including when it was created and last updated, will appear on the screen.
Editing a Lead
To edit a lead’s details:
- Click the three-dot menu next to the lead and select Edit.
- The lead's details will load in a form. Make the necessary changes.
- Click Update to save the changes.
Deleting a Lead
To delete a lead:
- Click the three-dot menu next to the lead and select Delete.
- The lead will be permanently removed from the system. This action cannot be undone.
Converting a Lead to a Customer
To convert a lead into a customer:
- Click the three-dot menu next to the lead and select Convert to Customer.
- A form will load, asking for additional information such as Title, Phone, and Address.
- Fill in the details and click Create. The lead will now be listed in the Customers section.
Exporting Leads
To export leads as a CSV file:
- Select the leads you want to export by checking the checkboxes next to their entries.
- Once you select a lead, a three-dot menu will appear at the top of the page.
- Click the Export option in the menu.
- The selected leads will be processed and downloaded as a CSV file automatically.
Deleting Multiple Leads
To delete multiple leads at once:
- Select the leads you want to delete by checking the checkboxes next to their entries.
- Click the three-dot menu at the top of the page and select Delete.
- All selected leads will be permanently removed from the system. This action cannot be undone.