Leads

Help articles to view, create, edit,upload, and delete leads

Leads - Overview
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'...
Thu, 17 Dec, 2020 at 1:29 PM
Upload Leads
To perform all lead-related actions, click on ‘Leads’ in the top menu bar. To upload more than one lead at a time, we recommend that you use the ‘UPLOAD...
Thu, 17 Dec, 2020 at 1:30 PM
Add New Lead
To perform all lead-related actions, click on ‘Leads’ in the top navigation bar. To add a new lead, click on the ‘ADD LEAD’ button on the top right corn...
Thu, 17 Dec, 2020 at 1:32 PM
View Leads
To view your leads, click on ‘Leads’ in the top menu bar. Listed leads can be filtered and sorted as required. Tip - To find a lead quickly, use the sea...
Thu, 17 Dec, 2020 at 1:33 PM
Edit Lead
To perform all lead-related actions, click on ‘Leads’ in the top navigation bar. To edit a lead, click on the three dots at the end of that lead’s row. ...
Thu, 17 Dec, 2020 at 1:34 PM
Update Lead Status
To perform all lead-related actions, click on ‘Leads’ in the top menu bar. To mark a lead as won or lost, click on the three dots at the end of the row ...
Thu, 17 Dec, 2020 at 1:35 PM
Delete Lead
To perform all lead-related actions, click on ‘Leads’ in the top menu bar. To delete a lead, click on the three dots at the end of that lead’s row. ...
Thu, 17 Dec, 2020 at 1:36 PM
Assign Rep, Product, or Pipeline To Lead
To perform all lead-related actions, click on ‘Leads’ in the top navigation bar. To assign a  rep to a lead, click on the three dots at the end of that ...
Thu, 17 Dec, 2020 at 1:36 PM