> For the complete documentation index, see [llms.txt](https://help.3sigmacrm.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.3sigmacrm.com/welcome/managing-leads.md).

# Managing leads

Managing leads effectively is essential for your sales success. This guide will help you understand how to add, assign, contact, organize, and manage your leads in 3sigma CRM.

### **1. Add Leads**

* **Direct Input**: Use the **Add Lead** button to enter new leads manually into the system.
* **Import Leads**: If you have leads in a spreadsheet, easily import them by selecting the **Import** option and uploading your CSV file.
* **Automatic Capture**: Set up your website forms to capture leads automatically, ensuring all inquiries go directly into your CRM.

{% content-ref url="/pages/qzluN2aHYIz2hMTzMSL3" %}
[Adding or importing leads](/welcome/adding-or-importing-leads.md)
{% endcontent-ref %}

### **2. Assign Leads**

* **Distribute Leads**: After adding leads, assign them to your sales team members. Click on the lead’s profile and select the **Assign** option.
* **Automatic Assignment Rules**: You can set rules for automatic lead assignment based on criteria like location or deal size to streamline the process.

{% content-ref url="/pages/hQA8TzLLNI8846C3dSZn" %}
[Automatic lead distribution](/features/automatic-lead-distribution.md)
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### **3. Contact Leads**

* **Integrated Communication**: Use the built-in calling, emailing, or WhatsApp features to reach out directly from the CRM.
* **Log Interactions**: After each contact, log your interaction in the lead’s profile for future reference.

### **4. Create Follow-ups**

* **Set Reminders**: Use the **Follow-up** feature to set reminders for future actions, such as calls or meetings.
* **Custom Tasks**: Create tasks specific to each lead, like sending a proposal or scheduling a demo, to ensure you follow through on your commitments.

### **5. Filter and Sort Leads**

* **Use Filters**: Apply filters to quickly find leads based on specific criteria such as deal size, status, or activity.
* **Sort Leads**: Sort your leads by priority or stage in the sales process to focus on the most promising opportunities.

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[Filtering leads](/welcome/managing-leads/filtering-leads.md)
{% endcontent-ref %}

### **6. Organize Leads in Lists**

* **Group Leads**: Create lists based on common characteristics, like industry or interest, to better manage your outreach.
* **Targeted Lists**: Use these lists for focused marketing campaigns or personalized follow-ups.

{% content-ref url="/pages/bTMeuvaiiFm3ddV9g1jz" %}
[Custom Lead list](/welcome/managing-leads/custom-lead-list.md)
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### **7. Automate Engagement**

* **Email Sequences**: Set up automated email sequences for different lead types to save time and ensure consistent communication.
* **Action Plans**: Create action plans for various lead scenarios to guide your engagement strategy.

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[Automations](/automation/automations.md)
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### **8. Quote and Invoice Management**

* **Generate Quotes**: Quickly create quotes for your leads directly within the CRM. Customize them with relevant details and send them to leads via email or WhatsApp.
* **Invoicing**: Create and send invoices to leads after closing a deal, ensuring smooth transactions and clear payment expectations.

{% content-ref url="/pages/tLqVWtjiFFltHVWwuyAM" %}
[Manage Quotation](/invoice-and-quotation/manage-quotation.md)
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{% content-ref url="/pages/VKWcFBgCo94e5OdZtJYO" %}
[Manage Invoices](/invoice-and-quotation/manage-invoices.md)
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### **9. Share Digital Cards**

* **Digital Business Cards**: Use the CRM to create and share digital business cards with your leads. This helps in establishing a professional presence and makes it easy for leads to save your contact information.

### **10. Monitor and Improve**

* **Review Pipeline**: Regularly check your sales pipeline to see the status of your leads and identify areas for improvement.
* **Analyze Performance**: Look for patterns in lead activity and conversion rates to refine your approach and increase your success rate.

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[Dashboard](/features/dashboard.md)
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By following these steps, you can effectively manage your leads in 3sigma CRM, streamline your sales process, and enhance your overall productivity.

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Feel free to adjust any sections or let me know if you need further changes!