Add Leads

Icon admin
3 min read
Updated:
 

To manually add leads:

1. Go to the ‘Leads’ tab on the main navigation bar.

saphyte  leads tab

2. To add a new lead, click on the ‘+CREATE‘ button located at the upper right corner of the screen.

saphyte  create leads

3. Fill out the necessary fields. Do not miss out on the required fields, otherwise, you will not be able to save the data.

saphyte  leads information

4. Under the ‘Additional Information‘ is where you can assign your lead to any of the following:

  • Source
  • Categories
  • Status
  • Sub-status
  • Managers
  • Vendors
  • Departments
  • Campaign

5. Should you need to add supporting documents to your lead profile, click the ‘Documents’ tab.

saphyte  user

6. Choose the file you want to upload. Fill out the details of your ‘File Title‘ and ‘Description‘ and click ‘Save’ once done.

saphyte media upload

7. Once you have finalized all your data, click on the ‘Save Lead’.

 

To import bulk leads:

1. Go to the Leads tab on the main navigation bar.

saphyte leads tab

2. To import contacts in bulk, click

saphyte import leads

3. Download the CSV template. This CSV template is your reference for the attributes that you need to complete in a spreadsheet so you can upload your contacts in bulk. You can also download the countries.csv file as a reference if you want to add the Country details.

saphyte downloads csv template

4. Fill out the template. Add your data into the import template. Please keep the structure of the file. You will find an example of how the data should look inside the template.

saphyte template information

5. Optional Step: Associate your leads with a manager. Make sure that you have set up your Manager list before assigning your leads to a manager.

saphyte assign manager

6. Optional Step: Associate your leads with a Vendor. Make sure that you have set up your Vendor list before assigning your leads to a vendor.

saphyte assign vendor

7. Optional Step: Associate your contacts with a Department. Make sure that you have set up your Department list before assigning your leads to a vendor.

saphyte assign department

8. Optional Step: Select the source of your leads. Please note that the options under the source will only be available once you have defined your Source List.

saphyte lead source

9. Once you have followed the above steps, click ‘Choose File‘ to upload your filled-out CSV template, then click ‘Submit‘.

saphyte choose file

10. You will receive a confirmation message that your data has been successfully uploaded provided that there are no errors.

saphyte file imported

Should there be an error with your data, you will be asked if you want to continue uploading the file regardless of the error.

saphyte file validated

Click ‘OK‘ if you wish to proceed, otherwise click ‘Cancel‘.

When you proceed, you will receive a confirmation on the status of your data import.

saphyte imported successfully

Click ‘OK‘ then refresh your page.