Creating New Leads

You can create new leads through two methods:

• Create a Single Lead

• Batch Create Multiple Leads

1. Create a Single Lead

1

Create Lead

1. Navigate to the "Leads" tab.

2. Click "Create Leads".

   

2

Fill in Lead Details

Fill in the respective fields:

• Name – Required field.

• Gender – Optional.

• Nationality – Optional.

• Owner – Optional. Refers to the salesperson handling the lead. You may select an existing user or input the email of a user created via the CRM Backoffice Portal. (See relevant section for details.)

• Email – Optional, but must be unique across all leads and clients.

• Phone Code – Optional.

• Phone Number – Optional, but must be unique across all leads and clients.

• Comment – Optional.

Once complete, click Confirm.

Note: If the email or phone number you enter is already associated with an existing user, the system will display an error and prevent you from saving.

2. Batch Create Mutiple Leads

To batch create multiple leads, follow these steps:

1

Access the Batch Import Function

1. Click the “⋯” icon on the Leads page.

2. Select "Import" from the dropdown.

   
3. In the popup notice, download the Leads Import Template file.

2

Fill in the Excel Template

Complete the fields in the downloaded file:

• Name

• Gender

• Nationality

• Email – must not duplicate any existing CRM client email

• Phone Code

• Phone Number – must not duplicate any existing CRM client phone number

• Owner – refers to the salesperson in charge of the lead. You can enter either the username or email address of a user created via the CRM Backoffice Portal.

• Comment (Optional)

• Lead Status

• Source

Download the Nationality_Country_Code file from the popup and input the corresponding country code in the “Nationality” column.

3

Upload the File

1. Click "Upload File" and select your completed template.

2. Click "Confirm" to proceed.

4

Confirm & View Batch Operation Status

1. After clicking "Confirm", a pop-up notice will appear to inform you that the batch process is in progress.

2. Click "Confirm" on the pop-up if you wish to be redirected to the Batch Operation page.

3. On the Batch Operation page, you will see the overall status of the import.

   
4. Click the "View" icon to see the status of each individual record.

5. If there are any errors, the corresponding error reason will be displayed next to the affected record.