How to Add New Lead, Upload leads in bulk and Download Lead Data in Sales CRM?
“ 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:
- Single Lead:
- 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.
- Bulk Leads: Borg Sales CRM’s allow uploading leads in bulk using a CSV file. The process typically involves:
- Downloading a Pre-formatted CSV file from the Sales CRM.
- Fill in the details on the CSV file
- Upload the CSV file and then click on upload to Add Leads in bulk.
- Date Format should be 21-11-2024
Downloading Lead Data:
- You can easily download the Leads data by following this steps :
- Go to the " Manage All Leads " section of your CRM.
- Look for an "Export" or "Download" option and click on it to download the Leads Data.
Did this page
help you?
LikeYes
DislikeNo