Navigation to Leads
From the homepage to the "Sales CRM" section, then proceed to the "Leads" page.
Step 1:
![](https://cdn.prod.website-files.com/6467d164a638d283b13b8cbc/675a90aacaa16a14a7cf9a54_AD_4nXeNoQ1b4vruxK4CyBm85xWBsGCxQFpbaB8q3D4CNMbK9Kh8TAT8xkUrqQraL3vEKMHG6jbzF3MVZGm6Hcjp9Cyp-t7jqawbnAGQpK8LTcgeMWEROeRiSeQ1mUOfPVYGjF0uVtLFmw.png)
Step 2:
![](https://cdn.prod.website-files.com/6467d164a638d283b13b8cbc/6768d0b48645144dbd31549d_AD_4nXc9vfcZH7Sz2OR3rJGOLx-a9pnl7Kaes6i3nJgV8FL12wWPOKMzY4GB0c7fm12RxvQA7rrudi7pSdr2TWIDhTNJT3G9C-A5wFNl66xgdQGiGxkVS3P4FdUYbDNRJmJrDCv9Xqq1lA.png)
![](https://cdn.prod.website-files.com/6467d164a638d283b13b8cbc/6768d0c0dc6bc1ff5513d30f_AD_4nXdSIf2K3vyBYlouML7KJtqbO0ebWmM2GXiyvF_9sTfRpXxbMDmhbpb8gUySYYsSRuVgRbsoZ7XedKPoP59EoWsAXM3fUw_8sIRvaZ4w2bL93PWvFZP7f6bzjbWLttG7DMeZOGfd.png)
Addition of Lead
Addition of a single Company
To add contact, click the "Add" button. Fill in the mandatory data fields. To access optional data fields, click on "View Optional." You can then choose to either "Submit" or select the "Save and Add New" option.
Step 1: Click on add
![](https://cdn.prod.website-files.com/6467d164a638d283b13b8cbc/6768d0d23e0c684174538aa7_AD_4nXf4fbAcKWWYRprzDArekcNR9dnY7XLG9QW1Qd03lRK3nST4AZvtEhKX2GkH3TjyoU0hpP9hQhskgyOg1DGMdVHR4HzsUpFt-AE6obLeoZdZ1FxbB6P8xmbBtN0_4WfLg3oMR21hIQ.png)
Step 2: Initial form after clicking on add
![](https://cdn.prod.website-files.com/6467d164a638d283b13b8cbc/6768d0dd9e975780760e475a_AD_4nXfnQJpaGW47J074o0mZv0Yi4kOL79Qn0Ucfh91IPEnWnjRIy7_Q6ejV7EZLKICPBCL7lvEknMLTt6XyYN28yrhry5_eFiVOumpzZiK-8gUwge2AOqB7WZoXkwVCQRTI1ggg2lVTvA.png)
Step 3: To view optional fields
![](https://cdn.prod.website-files.com/6467d164a638d283b13b8cbc/6768d0e71f2900efdb0cc42a_AD_4nXe7tR72vX5EhqWvKryGXH9KfQ0gFozn8DMAPsbRcK055TZplQ8gIw_p8SF0u1LDuhLem5KIij0f4fsRYTQjN3VQVbcA0amH1txrqp4cSgp6JzzAM4KcF9D_2ja3ERBExso0PX6Jow.png)
Step 4: Click on Submit
![](https://cdn.prod.website-files.com/6467d164a638d283b13b8cbc/6768d0f5e5d74dba515b9d26_AD_4nXdwoSe55M8cBBRbLCJOAp5wep_dzqGQf6RF5U6v4oGQk78zffEXenSISM1_eUB-6CwR77ujbzD8OseBJF_2A8XzS7ohn0ABAm0I7yz9DgHlmDckTXD4Gg35pBVDZFBkspGRuz7dvQ.png)
Step 5.Click on Submit
![](https://cdn.prod.website-files.com/6467d164a638d283b13b8cbc/675a90e989e5aadf94e582a9_AD_4nXdWrbbrZofly7tQ2t2IWKZKD4lfPEFAyjw2HiYdFihAu83kD05LyN0h6NscobZvr4L1nuIB-U17IifRNqDBpiH6-40K3JquyIHc8nol_gU2XQ9SGTPvK9jDJa3TYC-qwOvxPTnu9Q.png)
Step 6:Click on save and add new if you want add more
![](https://cdn.prod.website-files.com/6467d164a638d283b13b8cbc/6768d11a3ded81c286bd0685_AD_4nXddcV8ZkW4YBM8Q5qV9FR0k1QGCG4gUDU7uX17X2CSgNSmXaEnyOzl0pLTn2nU0IA_zAs2w50WLaeOjROpuXODqpyHIRrspzCoTeukloT-Z7d6aF3-NQHaZyGM4xalbRHcVxe-lNQ.png)
Bulk addition of companies through imports
Scope: To import leads using Excel or CSV files.
Steps:
- Select the "Import" option.
- Choose the "Create" mode.
- Map the columns in your file to the corresponding system fields.
- Click "Submit" to initiate the import process.
- Wait for the acknowledgment email, as this is a background task and may take some time.
- Check the email for any error messages. Rows with errors will include specific error details and will be highlighted in orange
Step 1: Click Import Icon
![](https://cdn.prod.website-files.com/6467d164a638d283b13b8cbc/6768d1528565e950f590308b_AD_4nXcq82whwir9f6AYraQLYapd0i0lstZC0CzPPtdqD1PgBzBeTFUJlEbzMwLuKICg8QDeCznIT0jhxCdI5wE2SJ4vw5BJpkf3jx7GHzoS16CaiJFOB-jilXgwpoziVO4qre2Gf_alkA.png)
Step 2: Choose file
![](https://cdn.prod.website-files.com/6467d164a638d283b13b8cbc/6768d15be920e5490d519080_AD_4nXe7CPw94riPdPT0Qy8sVuU2lWcGy54w718WABBB8-8fNuV-HR7gh9wVtAyq86Uspf-B3Lxd_AqXxKVitVJETn5-DQCjAQk81zl9iq4j1zJN6CSKK0Z48T9a7awpQpQNEkdP4UvgkQ.png)
Step 3Select Import type as create
![](https://cdn.prod.website-files.com/6467d164a638d283b13b8cbc/6768d163e2275648db1681a2_AD_4nXegctNwhcLS8DVz7RyQ-KHwMFSzzXa5IXi4onADru0AJiN4hJvr4CJVnCc-c-u0FRxGmJbULnmaxsxizjFKUVAHWxf3eMgqOFLlex90usPJpHZcOORVD5rGR8LvJthJxvUEYke3AQ.png)
Step 4: Map File columns to system fields
![](https://cdn.prod.website-files.com/6467d164a638d283b13b8cbc/6768d17a67d23a39c2008e8c_AD_4nXcF33r9lSQEGE16bnXoBV1xmif9-uG4BJyy4OdH0i12icJCzn-m-c31lrCOa-iDQQOIdHt7Bqx9NoPLAOLixGnrmUyZKOb83ipJw_EC54SJaiK-3_EHiPhfyjDnLmsmbQD_ir-Efw.png)
Step 5: Click on Import to start creation of Leads
![](https://cdn.prod.website-files.com/6467d164a638d283b13b8cbc/6768d18906432a90052b4e6b_AD_4nXe6Xw3u7mm1KJVWTSCtMLT_Vlr0LpDESM7ONARY6cBAnF83ZUiADYGFeAW6qx4bBKP3eEscQiDqm3yy9rF2wJlvmoO-w5NqniqNp2JkCJLiKHP2NXupl9H7AAoIhf1zEJTnlcqOfQ.png)