Portals
...
RM Portal
Lead Dashboard
Lead Upload
3min
There are two ways in which leads can be added/uploaded in the Lead Dashboard. Lead can be uploaded either by following a few steps in the UI or it can also be uploaded by APIs.
- Click on the 'New' button on the top right corner of your screen.
- A dropdown would appear. Click on 'Create Lead' from the dropdown list.
- Fill out all the relevant details pertaining to the lead viz. Name, Phone, Interested product, Lead source, etc.
- Click on the 'SAVE' button to save your lead details.
Refer "Create Lead" document to understand how a single lead can be added using API.
- Click on the 'New' button in the top right corner of your screen.
- A dropdown would appear. Click on 'Upload Leads' from the dropdown list.
- Upload a CSV file containing the details of the leads according to the required fields.
- Click on the 'SAVE' button to save your lead details.
Refer "Bulk Lead Creation" document to understand how bulk leads can be uploaded using API.
Getting help
Please feel free to contact us if you have any questions, require clarification, or have ideas for how to make the documents or any of our services better.
You can reach out to us at [email protected].
Updated 24 Nov 2023
Did this page help you?