Add leads and import them from Excel

Add one lead

1. Open Leads and click New lead.
2. Enter the name and mobile number, the project they asked about, their budget and the source (for example 99acres or Walk-in).
3. Save. The lead is assigned by your assignment rules, or to you if no rule matches.

Realty CRM checks the mobile number and email for duplicates and marks the lead if the same person enquired before.

Import from Excel

1. Open Leads and click Import.
2. Choose your Excel file. The preview shows how each column will be read.
3. Pick a Default source for rows that do not have one, then import.
4. Use the Duplicates only filter afterwards to review people who were already in the CRM.

Export

Click Export on the Leads page to download the leads in the current view as Excel.

Tip: save the filters you use every day with Views → Save view.