Add leads

Add leads

You can import leads from various sources such as excel sheets, CSV files and Google spreadsheets and manage them by maintain under mailing lists. You can view the lead history to check the number of sent campaigns for a specific lead and the history of that lead pertaining to different lists.

You can add lead and associate it to a mailing list, manually. Apart from basic details, you can also store additional information.

To add a lead:

  1. From the Navigation toolbar, choose Leads and select All leads.
  2. Choose Add new dropdown and then click Lead.
  3. Enter the basic details required in the given box.
  4. You can also add Custom fields, Additional details and Account information by clicking related links.


  5. Associate the lead to a mailing list by selecting the lists.
  6. Give the source of lead.
  7. Click Add.


Note

  • Email address is a mandatory field.
  • Association of leads to a mailing list is mandatory.

Add multiple leads

This is a quick option where you can add a maximum of 20 leads and associate to a list.

To add multiple leads:

  1. From the Navigation toolbar, choose Leads and select All leads.
  2. Choose Add new dropdown and then click Multiple leads.
  3. Enter the lead information in each box. Alternately, if you want to add only email addresses, click to Email address only box. Press Enter key to separate the email addresses from each other.
  4. Associate leads to a mailing list by selecting the lists.
  5. You can also create a new mailing list by clicking Create mailing list and associate the leads to new mailing list.
  6. Click Add.

Note

  • You can add leads to the maximum of 20 email addresses.
  • If you want to import high volume of leads i.e. more than 20 leads, we recommend you to make use of Import leads option.

Filter leads Based on Criteria

In All leads, you can view the list of leads present in your organization. You can also sort leads by filtering them based on certain criteria. We’ll take a look at the different ways to view leads based on filtering system.

To filter leads based on criteria:

  1. From the Navigation toolbar, choose Leads and select All leads.
  2. In All leads page, you can find the filter icon present on top-right corner of the screen.
  3. Click the Filter icon and choose how you want to filter leads.


  4. Click Apply.


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