The Leads module provides tools and options to capture your leads. Leads can be captured individually or by bulk upload into the system.
When you are on call with your potential customer, you can store the information in the system with all the details including customer details, site address and appointment time.
Bulk Batch Upload
In the case where you acquire leads from different source of lead providers, it is difficult to enter the leads individually. So the solution is to upload the leads in bulk. You format your leads into a CSV file following the example format provided and upload.
Web to lead form
One popular way to capture leads and help your business growth is a Web to Lead form. Solar eCRM provides you with an add-on form to integrate on a web page. Place this form in your chosen web page and capture your inbound leads automatically.