🏠 This lead has already visited the site. Status defaults to Site visit.
Bulk lead import
Upload a CSV to import multiple leads at once
CSV columns (in order):
Date *, Name *, Mobile *, Alternate Phone, Email, Profession, Address, Sales Handled *, Source *, Sub Source *, Project *, Status *, Remarks, Follow Up 1, Follow Up 1 Notes, Follow Up 2, Follow Up 2 Notes
* Required columns — CSV will not upload without them | Sales Handled = employee name | Fill your data in the downloaded CSV and upload directly
📄
Click to choose CSV file
or drag & drop here
Name
Mobile
Email
Source
Sub Source
Status
Sales Handled
Schedule follow-up
Set a reminder for a lead in this project
Create new project
Each project has its own isolated dashboard, leads & team
Add sales user
Assign the user to one or more projects
Transfer lead to another project
The lead's data, history and AI actions will move to the target project
From project
→
To project
Settings
AI and integration configuration
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