What are the various ways to create leads in Sangam CRM?

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What are various ways to create leads?

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  1. Create a lead manually. You can manually create a lead by going to the leads module and pressing the “Create” button. You can customise the fields in the lead creation form to fit your needs.

  2. Import leads from an Excel file. You can import leads from an Excel file by going to the leads module and pressing the “Import” button. You should make sure that you have a plan in place for following up on these leads before you import them, as importing a large number of leads without a plan could mess up the CRM and make it less effective.

  3. Create leads from subpanels. You can create a lead from the subpanel of a related module, such as the accounts module. When you create a lead from a subpanel, some of the fields in the lead creation form will be automatically filled in with information from the related module. For example, if you create a lead from the subpanel of an account, the account name and industry will be automatically filled in.

  4. Create leads from your mobile phone’s contact list. You can import contacts from your mobile phone’s contact list and create leads from them.

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  1. Website Form : You can create lead from website form like Contactus, inquiry us, ask us, etc…
  2. Facebook: You can Fatch/ Create leads from facebook integration.
  3. LinkedIn: You can Fatch/ Create leads from LinkedIn integration.
  4. India Mart : You can Fatch/ Create leads from India Mart integration.
  5. Magic bricks: You can Fatch/ Create leads from Magic Bricks integration.

Also, so many plateforms are available to integration with Sangam CRM and using same you can create leads.

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You can also get leads from Chatbot if you are using Whatsapp Bussiness API, you can create a lead in CRM if anyone is interested in your product.

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