Add and import leads

1. Open Leads and press Add lead, or use New → Add lead from any page.
2. A name and mobile number are enough. Add the source (where they came from) so your reports are useful.
3. Choose who the lead is for, or leave it for CrmGro to give to the next salesperson in turn.

Import many at once

On the Leads page, use Import. You can paste from Excel, Google Sheets or WhatsApp, or upload a file. Columns can be in any order. CrmGro shows you what it found before anything is saved, and points out duplicates.

TipYour plan may have a limit on leads you add by hand each month. Leads from your website, Facebook, IndiaMART and other connections are always saved.