You can add Leads in bulk or can create them individually. To add a new single Lead, you will notice a + New Lead button (its red) in the upper right corner of the Home page or on the Leads page. Once selected, you can input the Lead's information. Note, you must include a first name and last name. FULL VIDEO TUTORIAL at the bottom!
Once you complete the information, you can submit or submit and create another Lead. Either way, the Lead you just created will be added to your Lead list (navigate there by click "Leads").
If you want to upload Leads in bulk click on the dropdown under the +New Lead button in the upper left corner (see screen shot below). Click "Import Leads"
Video Tutorial
If you want to ensure you do not import duplicate leads, learn how here.
You can add Leads in bulk or can create them individually. To add a new single Lead, you will notice a + New Lead button (its red) in the upper right corner of the Home page or on the Leads page. Once selected, you can input the Lead's information. ...
If you are wanting to import a spreadsheet of leads directly into your account there are a few best practices you should follow. Format - A .csv file format is the only file format available to be imported. Update the excel file to .csv in order to ...
If you are wanting to import a spreadsheet of leads directly into your account there are a few best practices you should follow. Format - A .csv file format is the only file format available to be imported. Update the excel file to .csv in order to ...
If this is your first time logging into Chapterbuilder, you may not be sure where to start. This video is a great place to start! This dropdown will offer a few shortcuts to some features that you are going to want to take advantage to get started. ...
Linking a group to your dashboard, allow that group/chapter to receive leads you generate, be included in your analytics and adds them to your Chapter List. If you are missing a group from your Chapter List, you can follow the steps below to get them ...