VS CRM
How-to

Lead Management Guide

Step-by-step instructions to add, update, assign, delete, and manage leads efficiently in your CRM.

Guide

Overview & Navigation

How to reach and use the Lead section in your CRM.

Navigate

  1. 1. Open your CRM application.
  2. 2. Go to the Dashboard.
  3. 3. Click on the Lead option in the dashboard menu.
  4. 4. Here you will find multiple options:
    • Leads: View and manage all your leads.
    • Lead Status: Track the current status of leads.
    • Import Lead: Upload leads in bulk using a CSV file.
    • Lead Rules: Define automation rules for assigning or updating leads.
    • Lead Recycle Bin: Recover deleted leads if needed.

Pro Tip: Quick Access

Regularly review the Lead Status options to ensure they match your sales process. Clear and updated statuses make it easier for your team to track progress at a glance.