Adding Leads

Quick Add Lead Form
Quick add can be used to add lead quickly in the CRM with minimum details. This helps counsellors to capture leads while they are communicating with leads. ...
Tue, 28 Jan, 2020 at 2:42 PM
Lead form
You can add single lead using the Lead form. You need to have the required information of a lead with you. Step 1: Click on the + icon bottom left side ...
Tue, 28 Jan, 2020 at 2:44 PM
Bulk Upload
Leads come from various sources and you might be maintaining data in other systems like Excel files. You can upload your leads data into the CRM using bulk ...
Wed, 22 Jan, 2020 at 11:40 AM
Direct lead flow from online sources
We help you to integrate with all your online sources so that leads would automatically flow into the system and we achieve zero leakage with faster respons...
Tue, 28 Jan, 2020 at 2:46 PM
Leads FAQ
Q: Can the leads be auto referred?  A: Yes, leads can be auto referred as per your requirement. Request you to get in touch with us if you wish to refer le...
Mon, 3 Feb, 2020 at 2:16 PM