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LeadCedar

Leads & sales

Adding and importing leads

Add a lead by hand, or bring in many at once from an Excel or CSV file.

Add a single lead

On the Leads page, use the add button to open the new lead form, fill in the contact details and save. The company is optional: for an individual, such as a patient or a student, leave it empty and the contact's name is shown in its place.

Import from Excel or CSV

  1. On the Leads page, open Import.
  2. Select Download template if you want a ready-made file with the right columns.
  3. Choose your .xlsx, .xls or .csv file, check the preview, then import.

Required columns: contact_person and mobile. Optional columns: company_name, business_type, email, city, state, pincode, address, website, category, followup, source_slug and notes. Common alternative header names are recognised automatically. A column called just "Name" is read as the contact person, unless the file also has a contact column, in which case it is the company. A business_type that is not on your list yet is added to it.

Imported leads count towards your plan's lead limit. If an import would go over it, the import is refused and nothing is added.

Working with many leads at once

Tick leads in the list to open the bulk action bar. From there you can set a follow-up date or change the stage for all selected leads, or send them a WhatsApp template.