Search Knowledge Base Articles

Import Lead in CRM

Step 1: Begin by selecting "Leads" from the dashboard.

Step 2: Click on the option to create a new lead (e.g., "New Lead").

Step 3: Click "Download sample Excel" to obtain the template for Leads details.

Step 4: Fill in the details for each lead’s details on the Excel sheet.

Step 5: After filling out the Excel sheet, upload the file by clicking "Choose File.".

Step 6: Click "Import" to import the Leads into your CRM system.

Create New Customer in CRM

Step 1: From the Dashboard, locate and select the "Customer" option. Step 2: In the Customer section...
Import Customer Data CRM Process

Step 1: Navigate to the Dashboard and choose the "Customer" option. Step 2: Within the Custome...
View Existing Contacts In CRM

Step 1: Access the Dashboard and select "Customer." Step 2: Within the Customer section, choose...
Editing Customer Details in CRM

Step 1: Go to the Dashboard and select "Customer." Step 2: In the Customer section, place your curso...
Creating Proposals in CRM

Step 1: In the Dashboard, locate and select the "Sales" section. Step 2: Inside the Sales section, f...