Leads

Help articles to view, create, upload, edit, and delete leads by sales reps

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&...
Mon, 20 Dec, 2021 at 4:53 PM
Upload New 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...
Wed, 21 Apr, 2021 at 4:05 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 corne...
Mon, 20 Dec, 2021 at 4:57 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. ...
Wed, 21 Apr, 2021 at 4:59 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. ...
Mon, 20 Dec, 2021 at 4:59 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 ...
Mon, 20 Dec, 2021 at 5:04 PM
Understand Conversation Details
This page explains the ‘Task History’ pop-up that appears while clicking on -  1. Each conversation in the ‘Activity log’ report 2. ‘Details’ in the ‘Qual...
Mon, 20 Dec, 2021 at 1:37 PM