How to Upload a Single Lead? – Meritto

Introduction

In today's fast-paced sales and marketing world, knowing how to upload a single lead can make a big difference in your success. Whether you're a business owner or a sales rep, mastering this skill is essential for keeping your lead management process smooth and efficient. Let's dive into the steps to upload a single lead, ensuring that no opportunity slips through the cracks.

To begin with, you may add leads to the system by providing:

1. Email ID and Mobile Number both.

2. Mobile Number alone.

Uploading a Lead with Email and Mobile Number

Navigate to Leads Manager > Manage Leads.
On the top right corner, just beside the advanced filter, Click on "Import", and select Add Quick Lead.
When accessing the Add Quick Lead feature, a pop-up will appear displaying the multiple sections(if available) for entering lead details.
Mandatory fields are marked with asterisks (*) or bold labels on each section, ensuring visibility.
Seamlessly navigate through multiple sections to enter lead details, course selection, and additional information. [If multiple sections are available in Quick lead form]
Choose "Upload via Email."
Choose "Form interested in" from the drop-down options (optional).
Fill in the mandatory lead details like Name, Email Address, Mobile number, Country, State, and City.
Fill in the Lead's Source, if known you can add the Medium and Campaign.
In order to assign a lead to a lead owner, choose from the “Select if you want to assign lead directly to a counselor” drop-down (optional).
Once everything is filled out, click the "Save" button.
When you click the "Save" button, the system checks if you've filled in all the mandatory fields on the current section. If any mandatory fields are empty, they'll be highlighted with validation text so you know what needs to be filled out. [Only if the current section has mandatory fields]

If there are mandatory fields on other sections that you haven't filled out, the system will automatically take you to those sections so you can complete the required information. This helps ensure that you don't miss any important details when saving your lead.

Uploading a Lead with only a Mobile Number

Navigate to Leads Manager > Manage Leads.
On the top right corner, just beside the advanced filter, Click on "Import", and select Add Quick Lead.
When accessing the Add Quick Lead feature, a pop-up will appear displaying the multiple sections(if available) for entering lead details.
Mandatory fields are marked with asterisks (*) or bold labels on each section, ensuring visibility.
Seamlessly navigate through multiple sections to enter lead details, course selection, and additional information. [If multiple sections are available in Quick lead form]
Choose "Upload via Mobile".
Fill in the mandatory lead details such as Name, Mobile Number, Country, State, and City.
Fill in the Lead's Source, if known you can add the Medium and Campaign.
In order to assign a lead to a lead owner, choose from the “Select if you want to assign lead directly to a counselor” drop-down (optional).
Once everything is filled out, click the "Save" button.
When you click the "Save" button, the system checks if you've filled in all the mandatory fields on the current section. If any mandatory fields are empty, they'll be highlighted with validation text so you know what needs to be filled out. [If there is only 1 section with mandatory fields]

If there are mandatory fields on other sections that you haven't filled out, the system will automatically take you to the first section with the empty mandatory field so you can complete the required information. This helps ensure that you don't miss any important details when saving your lead.

"Save and Add new" functionality

Now, when you're adding a lead in the Add Quick Lead form, you'll see a new button called "Save and Add New" at the bottom.
Clicking on this button will save the current lead and refresh the form, so you can immediately start adding another lead.
This saves you time and effort by eliminating the need to navigate back and forth between screens.
And don't worry, the lead you saved will be reflected on the lead manager lister, so you can focus on adding more leads without any worries.

Benefits

Makes lead entry faster and more convenient.
Reduce clicks and manual navigation, saving time and effort in lead entry.
Helps you stay organized by allowing you to add multiple leads in a row without interruption.

FAQs

How do I know if a field is mandatory?
Mandatory fields are marked with asterisks (*) or bold labels on each section of the Add Quick Lead form.
What happens if I try to save a lead without completing all mandatory fields?
You will receive inline validation messages indicating the missing mandatory fields and will be prompted to complete them before proceeding. Also, the user will be redirected to the first section where the mandatory field is empty.
Can I navigate between sections if I haven't filled out all mandatory fields?
Yes, you can navigate to any section if you haven’t filled out mandatory fields. When you click on the “Save” or “Save and Add New” button, the system will automatically redirect you to the first section where mandatory fields are empty.
Can I save a lead and add a new one without leaving the Add Quick Lead form?
Yes, simply click on the "Save and Add New" button to save the current lead and refresh the form for adding a new one.
Will the lead I saved be stored in the backend immediately?
Yes, the lead will be saved in the backend and updated in the background, ensuring data integrity and consistency.
Can I use the Save and Add New feature for all types of leads?
Yes, you can use this feature for quick lead entry across all lead types in the CRM system.
How do I know if the form has been refreshed for adding a new lead?
Once you click on the "Save and Add New" button, the form will automatically refresh, clearing the fields and indicating that you can start entering details for a new lead. Also, we will show a success message on the top of the screen communicating “Lead has been successfully saved”.