How to Quickly Add Leads

1. Feature Overview

On LeadSquared, leads can be added manually or captured automatically from multiple sources. Leads can be added on the Manage Leads, Smart Views, List Details, Activities and Opportunities pages, through –

• Quick Add Lead – Add leads instantly with only essential details
• Add New Lead – Capture complete lead information, including documents and custom fields
• Import Lead – Upload multiple leads in bulk through a CSV file

Before adding leads manually, you’ll need to configure the lead forms associated with the Quick Add Lead and Add New Lead buttons. These forms define which fields are displayed while adding a lead. In addition to the default forms feature detailed in this article, the Forms and Process Designer feature offers more advanced functionality to help users create intelligent forms to capture lead, activity, and opportunity data. To know more see How to create a Form.

Additionally, leads are automatically captured from various channels, such as landing pages, portals, APIs, and so on. To know more, refer to Lead Management – Feature Guide.

2. How It Works

1. Set up the forms for the Quick Add Lead and Add New Lead buttons to define which fields appear when adding leads.
2. Use the Quick Add Lead or Add New Lead buttons to manually add leads, or use Import Leads to upload them in bulk.
3. Dynamic forms to capture leads can also be created and assigned to a workflow. To learn more, see Forms and Processes – Feature Guide.

3. Quick Add Lead

The Quick Add Lead button allows you to add lead details by providing only essential and minimal information. This option can be used when capturing a lead’s information in real-time, during a phone call, a store visit, and so on.

2.1 Configure Quick Add Lead Form

To configure the fields that you want to show up under the Quick Add Lead button –

1. From the main menu, navigate to My Profile>Settings>Leads>Lead Forms.
2. On the Select form to edit dropdown, select Create Quick Add Form.
3. From the list of available lead fields in the right column, drag and drop the field you want to add. To know how to create a custom lead field, refer to How to Create Custom Lead Fields.
   • Similarly, to remove an existing field, drag and drop the field to the right column.
4. Once you’re done, click Save. You’ll then get “Form details updated successfully” message.

2.2 Quick Add Lead on Manage Leads Page

To add a lead using the Quick Add Lead button on the Manage Leads Page –

1. From the main menu, navigate to Lead Management>Leads.
2. Click the Quick Add Lead button.
3. On the Quick Add Lead pop-up, enter the relevant lead details.
4. Once you’re done, you can click Save & Close.

4. Add New Lead

The Add New Lead button allows you to add lead information in detail, by enabling you to upload relevant documents, detailed lead information, and any other additional information that’s relevant to the lead.

4.1 Configure Create Lead Form

To configure the fields that you want to show up under the Add New Lead button –

1. From the main menu, navigate to My Profile>Settings>Leads>Lead Forms.
2. On the Select form to edit dropdown, select Create Lead Form.
3. From the list of available lead fields in the right column, drag and drop the field you want to add. To know how to create a custom lead field, refer to How to Create Custom Lead Fields.
   • Similarly, to remove an existing field, drag and drop the field to the right column.
4. Once you’re done, click Save. You’ll then get “Form details updated successfully” message.

4.2 Add New Lead on Manage Leads Page

To add a lead using the Add New Lead button on the Manage Leads Page –

1. On the Manage Leads page, click More Actions.
2. From the dropdown, select the Add New Lead option.
3. On the Add New Lead pop-up –
   • In the Lead details tab, enter lead details (such as lead’s personal details, organizational details, etc.).
   • In the Documents tab, upload relevant documents (such as PAN card, Passport, etc.).
   • In the Additional Details tab, enter additional lead details.
   • You can also add custom sections to the form.
4. Once you’re done, you can click Save & Close.

5. Import Leads

From the Manage Leads page, you can also import external leads that you’ve captured (through various channels like third-party sources, offline campaigns, etc.) to LeadSquared through a CSV file. To know more, refer to How to Import Leads to LeadSquared.

6. Add Leads on Smart Views

You can add leads directly to a particular Smart Views Tab using the Quick Add Lead, Add New Lead and Import Leads buttons on the Smart Views page.

7. Add Leads on List Details Page

You can add leads directly to a particular list using the Quick Add Lead and Add New Lead buttons on the List Details page.

FAQs

Why is the Add New Lead / Quick Add Lead button not showing up on the page even after configuring the form?

1. Navigate to Settings>Organization Settings>Advanced Configuration.
2. Click Configure alongside the Actions Panel in Manage Leads/Activities/Opportunities/Smart Views Page.
3. Ensure that the Quick Add Lead and Add New Lead boxes are checked for all the pages. To learn more, see Configure Actions Panel.

Why is the lead’s email Id being captured under the lead’s name field? 

When a lead is created without a lead name, the lead name field is populated with the lead’s Email Id or Phone Number. 

Any Questions?

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