Adding or importing leads
Last updated
Was this helpful?
Last updated
Was this helpful?
3sigma CRM offers multiple ways to add leads, making your sales process seamless and efficient. Whether you’re adding leads manually, importing them in bulk, capturing call logs, or using integrations, we’ve got you covered. Let’s explore each method below! 👇
Overview: Use the lead form to quickly add individual leads and capture essential information. Customize fields to match your business needs, ensuring you gather the most relevant details for effective follow-ups. 🔄
Steps to Add a Lead via Lead Form:
Go to the Leads tab 📂.
Tap the + button ➕ at the bottom of the screen.
Fill in the necessary details like the lead’s name, phone number, and other relevant fields.
Customize the fields as needed and tap Save 💾.
Overview: Save time by importing multiple leads at once using a CSV file. Perfect for uploading data from events or existing databases! 📊
Steps to Import Leads in Bulk:
Go to the Leads tab 📂.
Tap on the Bulk Import option.
Upload your CSV file and map the columns to match the CRM fields 📑.
Confirm and import your leads. Your data will be automatically synced! 🔄
Overview: Easily convert call logs into leads by logging calls directly into the CRM. Great for keeping track of potential clients without manual entry! 🗂️
Steps to Add Leads via Call Logs:
Open the Calls tab 📞.
Select a recent call and tap Add as Lead.
Fill in any additional information if necessary and save 💾.
Overview: Automatically pull leads from various platforms (like Google Ads, Facebook, or Instagram) and have them synced in 3sigma CRM. This ensures all your lead data stays organized and up-to-date! 🌐
Go to the Integrations section in the app.
Connect your platforms (e.g., Facebook, Google Ads) with a few taps.
Leads from these platforms will automatically sync into your CRM, saving you time and manual work! 🔄
Automatically pull leads from your google sheets .Import once or setup continuous sync
Steps to Import Leads in Bulk:
Go to the Leads tab 📂.
Tap on the Import from google sheet option.
Select your Sheet and map the columns to match the CRM fields 📑.
Confirm and import your leads. Your data will be automatically synced! 🔄
Tap below to read more details
Automatically pull leads from your google sheets .Import once or setup continuous sync
Steps to Import contacts:
Go to the Leads tab 📂.
Tap on the Import from google Contact option.
Select contacts or setup auto import
Tap below to read more details
Automatically Add new conversations as leads in 3sigma CRM using WhatsApp business API
Steps to Setup waba API
Go to the inbox tab 📂.
Tap on the Login with Facebook option.
Grant permissions and setup
Tap below to read more details
Conclusion No matter how you prefer to add leads, 3sigma CRM offers flexible and efficient options to fit your business needs. Start adding leads today and keep your sales pipeline full! 📈
For further assistance, reach out to our support team via the "More > Get Help" option in the app.