Creating Lead Contacts

Knowledge Article: Creating and Managing Leads

This article provides a comprehensive guide to creating and managing leads using the “Lead Contacts” screen. It covers essential features and step-by-step instructions to optimize lead management.

Overview

The Lead Contacts screen serves as the primary interface for creating, viewing, and managing lead contact information. Users can easily add new leads, import data, export existing records, and filter or search for specific contacts. Below is a detailed explanation of its features and functionalities.

Filters and Search Options

• Filters Dropdown: Helps users refine the displayed leads by specific parameters, such as type or status.
• Duration Field: Enables filtering of leads based on a start and end date.
• Type Dropdown: Provides categorized filtering options for different types of leads.
• Search Bar: A keyword search field to quickly locate specific leads.

Key Action Buttons

The screen includes several key buttons for managing lead-related activities:

• + Add Lead Contact:
  • Opens a form for manual entry of new lead details.
  • Allows input of required fields, such as name, email, and ownership.
• Lead Form:
  • Redirects to a detailed form that can be embedded on your site for comprehensive lead information capture.
• Import:
  • Facilitates bulk import of lead data from external sources (e.g., CSV or Excel files).
  • Includes an intuitive mapping tool to align file columns with system fields.
• Export:
  • Allows users to download lead records in a selected format (e.g., CSV or Excel) for offline access or analysis.

Data Table for Lead Management

The primary section of the screen displays a table containing all lead records:

• Table Columns:
  • Contact Name
  • Email
  • Lead Owner
  • Added By
  • Created Date
  • Actions
• Pagination Controls: Located at the bottom of the table, these controls enable navigation through multiple pages of records. Users can adjust the number of entries displayed per page.

Common Use Cases

1. Adding a New Lead:
   • Click the “+ Add Lead Contact” button.
   • Fill out the necessary fields in the pop-up form (e.g., Name, Email, Lead Owner).
   • Click “Save” to add the new lead to the system.
2. Importing Leads:
   • Click the “Import” button.
   • Upload a file containing lead data in the required format.
   • Follow the on-screen instructions to map the file’s columns to system fields.
   • Confirm and complete the import process.
3. Exporting Leads:
   • Click the “Export” button.
   • Select the desired file format.
   • Download the file containing the exported lead data.
4. Filtering and Searching Leads:
   • Use the filters dropdown or duration field to narrow down the lead list.
   • Type specific keywords into the search bar to locate individual leads quickly.