“ Add New Lead, Upload Leads in bulk and download lead data In Sales CRM “ easily by following these steps ➖

Step 1➖First Login to Sales CRM.

Step 2➖Click on the toggle button located in the top left corner of Admin dashboard to expand the menu options.Click on the “ Lead Management. ”

Step 3➖Clicking on the Lead Management opens a table to manage all your leads.

Adding New Leads:

1. Single Lead: 
   1. Click on the "+" button and fill out a form with details like Company Name, Contact information, Contact Person etc. Then, click on Add Lead to Save the lead.

1. Bulk Leads: Borg Sales CRM’s allow uploading leads in bulk using a CSV file. The process typically involves:
   1. Downloading a Pre-formatted CSV file from the Sales CRM.
   2. Fill in the details on the CSV file
   3. Upload the CSV file and then click on upload to Add Leads in bulk.
   4. Date Format should be 21-11-2024

Downloading Lead Data:

1. You can easily download the Leads data by following this steps :
   1. Go to the " Manage All Leads " section of your CRM.
   2. Look for an "Export" or "Download" option and click on it to download the Leads Data.

Admin

August 23, 2024

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