🟦All Lead

Here's an overview of all leads and their details:

All Leads:

Overview of all leads and their details:

1. Lead Capture: We collect leads from various online and offline sources.

2. Detailed Information: Each lead includes complete context, history, and prospect details.

3. Routing: Leads are automatically assigned to reps based on criteria like location and product interest.

4. Prioritization: Our system helps identify the most promising leads to contact first.

5. Multi-Channel Engagement: We reach out to leads via email, chat, WhatsApp, SMS, and phone.

6. Tracking: All interactions, including emails, messages, and calls, are monitored and linked to lead profiles.

Create Lead Manually: Here's a general guide on how to manually create a lead

• Click on "Create" and fill in all the required fields.

• After filling in the fields, click on "Generate" to create a manual lead.

Import Lead From the .xls, .xlsx, .csv.

• Extracting keywords from the Excel file.

• Mapping these keywords to corresponding field or data.

• Automating this process if needed.

1. Click on Import

Click on Import to insert xls, csv file

2. Choose File

3. Mapped with matching keyword

4. Tutorial For Bulk Import

More Clarity

Lead Details Page: Can See The Actions

• See Activity

• Notes

• Emails

• Calls

• Meetings

• Task

• Deal

• Tickets