Leads

Creating excel sheet for importing leads

Last Updated: June 13, 2018 at 6:19 pm

You can easily import an excel sheet in your Leadxen account in few steps. Before importing the data, you need to create excel sheet of format .XLS with at-least Lead title. You can create as many columns and defined their names as per your choice. Please note that 1st line of excel sheet will be

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Capture Leads

Last Updated: May 31, 2018 at 10:33 am

You can capture leads automatically in you leadxen account. Captures can create automated lead directly from your third-party apps or website query forms. Setup capture email to your query form for capturing leads directly into your account. You can add email for capture leads. Firstly click on user profile name on the right side. Click

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Adding and removing fields from a lead

Last Updated: May 19, 2018 at 2:51 pm

You can create customized fields to store any information that refer to a lead such as client’s mobile no, client preferred time of contact etc. To add fields to a lead click on the lead from milestone. In the right side, you will see Fields section from the lead details page and click on the

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Import and export option

Last Updated: May 19, 2018 at 2:36 pm

You can import and export the contacts, leads, todos & organizations in excel format. To import and export click on the user profile name in right side and then click on System Settings. Click on Import tab for import data and click on Export tab for exporting data. After clicking on import button you can

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Adding and removing contacts to a lead

Last Updated: May 19, 2018 at 2:22 pm

Adding and removing contacts to a lead To work on the lead there is an essential part that helps you to work on lead i.e. contacts form. Contacts can be added to your lead to identify the essential people associated with that lead. To add contacts to a lead click on the lead in the

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Restoring and delete leads form archived leads

Posted: August 14, 2015 at 5:47 pm

There is an option to restore and delete the archived lead. The restored leads will move it back to the same place in the milestone from where it was moved to archived leads. If that milestone has been deleted, then it will move it back to the first milestone. All the important information that you

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Marking Leads as won or lost

Last Updated: May 19, 2018 at 12:21 pm

You can easily mark the leads as won or lost. Marking lead as won or lost means that you can get success or not success to crack the lead. To mark lead as a won or lost, click on the lead from the milestones. In the top click on Status for marking lead as won

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Deleting a todo

Last Updated: May 19, 2018 at 12:22 pm

From the lead detail page you can delete a todo. To delete a todo, click on the lead from milestone for open lead details. In the right side, you can delete the todo click on Delete button under the Todos section. There is shortcut to delete todos. Just click on the Todos button on the

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Mark todo as complete

Last Updated: May 19, 2018 at 11:49 am

When you compete the todo of the particular lead you can mark todo as complete. To complete the todo click on the lead from milestone. Open the details of lead. In the right side click on Checkbox front of the todo under the Todos section. There is shortcut to mark todos as complete. Just click

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Editing todos for a lead

Last Updated: May 19, 2018 at 11:35 am

You can easily edit todo by going to the lead details page by clicking on the lead from the milestone. To edit a todo item click on Todos from the right side, find the todo that you want to edit and click on the Edit button next to that todo. In the popup edit the

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