To view or perform all lead-related actions, click on ‘Leads’ on the top navigation page.



1 To upload new leads, click on the 'UPLOAD NEW' button, and follow these steps.

2 To add a stand-alone lead, click on the ‘ADD LEAD’ button, and follow these steps.

3 To edit, delete or mark a lead as won or lost, click on the three dots at the end of each row in the lead listing.