Leads can be generated from different sources such as marketing campaigns, referrals, and social media. Any unprocessed contact or company information you collect can become a lead.
Impact CRM offers you full flexibility to create, track, and follow up on your leads.
Leads can be created in the following ways:
Create leads manually from the “New” icon
Import leads from Microsoft Excel using the “Import” icon
Upload leads through Public APIs
Users permissions Required | |
|---|---|
To view Leads | View Leads |
To view All Leads | View All Leads |
To create Leads manually | Create Leads |
To create Leads using a CSV file | Import Leads (.csv) |