Adding leads manually

Adding leads manually

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  Lead Gen  and select  Lead sources . 
  2. Choose Add lead  subtab. 
  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 . 


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

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