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How to add leads manually in LeadSquared?

1. Feature Overview

There are two ways to add leads manually on to LeadSquared. One is by using the Add New Lead option. Two is by using the Quick Add Lead option. These are two simple and straight forward ways of adding leads manually.

 

2. Prerequisites

You should be logged in to LeadSquared.

 

3. Procedure

1. Add New Lead

This option allows you to add lead details onto LeadSquared, by capturing personal details, company details, and any other relevant additional details. To add a lead using Add New Lead option –

1. Navigate to Leads>Manage Leads. In the lead management page, click on Add New Lead button.

Manage Leads

2. A new window for adding lead opens up. In this window, you can enter lead information under two tabs, Lead Details, and Additional Details. You can also upload relevant official documents about the Lead in the Documents tab.

3. Enter the lead details that are relevant to your business requirement. In this window, you will find those leads fields that are already present in LeadSquared. If you want to add a new lead field that is relevant to your business, then you can create a Custom Lead Field. For more information, see How to Create Custom Fields. Once you have entered the details, you can Save and Exit, or Save and Add New leads.

2. Quick Add Lead

This option allows you to add lead details onto LeadSquared by capturing minimal information. You can use the Quick Add Lead option when you are capturing lead information, like for instance when you are having a telephonic discussion with a lead. To add a lead using the Quick Add Lead button

1. Navigate to Leads>Manage Leads and click on Quick Add Lead.

2. The Add New Lead tab is displayed on the page. Enter the lead details that are relevant to your business requirements.

Quick Add Lead

3. On this page, you will find those leads fields that are already present in LeadSquared. If you want to add a new lead field that is relevant to your business, you can create a Custom Lead Field. For more information, see How to Create Custom Fields. Once you have entered the details, you can Save and Exit, or Save and Add New leads.

 

Any Questions?

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