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How can I add self-sourced leads?
How can I add self-sourced leads?
Glen Coco avatar
Written by Glen Coco
Updated over 5 months ago

To add a single lead to your pipeline:

  1. Go to your home screen or dashboard.

  2. Click on “Leads,” then “Open Pipeline.”

  3. Click “New Lead."

  4. Fill in the details.

  5. Hit “Save.”

To import multiple leads (up to 100 per CSV):

  1. Download the CSV example

  2. Fill it out.

  3. Upload it.

    Wait for the upload to complete, and the leads will appear under your backlog section.

How can I add self-sourced leads?

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