To add leads on Refrens, follow the steps given below:
- Open your Refrens account
- Navigate to Clients and Leads > Lead management > +Add New Lead
- Input the required details
- Click on ‘Add Lead’
To capture more information about the leads, one can create custom fields. To do this follow the steps given below:
- Navigate to Clients and Leads > Lead management
- Click on Edit pipeline in which you wish to add custom fields
- Hit ‘Add new field’ under ‘custom fields’
- Click on save changes
- To edit these custom fields, follow the steps given below:
- Navigate to Business settings > Lead management system > Pipeline custom fields
- Select the pipeline
- Modify the custom fields as per your requirements
To bulk upload leads, follow the steps given below:
- Navigate to Clients and Leads > Lead management
- Choose the pipeline you wish to add the leads to and click on the ‘View leads’ option next to it
- Click on the ‘+Add Lead’ dropdown menu on the upper right part of the screen.
- Choose ‘Bulk upload leads’
- Download the sample file format
- Input the required details in the template
- The ‘contact name’, ‘Subject’, ‘budget’, ‘currency’, and ‘lead stage’ are mandatory fields.
- After filling the template with the required information, navigate back to the ‘Bulk upload leads’ screen in Refrens
- Click on the ‘+ choose file’ option
- Click on upload file, to finish the upload
