Introduction
In today's sales and marketing landscape, uploading a single lead effectively can be a game-changer. This article is your guide to the process, offering step-by-step instructions and insights. Whether you're a business owner or a sales rep, mastering this skill is crucial. Let's explore lead management, ensuring no opportunity slips through the cracks.
To begin with, you may add leads into the system by providing:
1. Email ID and Mobile Number both.
2. Mobile Number alone.
Uploading Single 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.
- Upon clicking Add Quick Lead a box labeled "Add Quick Lead" appears.
- Select Upload via Email.
- Choose "Form interested in" from the drop-down options (optional).
- Fill-in the other 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 drop-down (optional).
- Once done, click on Save button.
Uploading Single Lead with only 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
- Upon clicking Add Quick Lead a box labeled "Add Quick Lead" appears.
- Select Upload via Mobile.
- Fill 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 drop-down (optional).
- Once done, click on the Save button.