📝Other Ways To Get Data

Manual Data Entry

Sometimes, importing from a file isn't necessary. For those times when you have a small number of leads to enter or when you're adding leads on the fly, manual data entry is available. Using the 'Create Lead' function, you can input details such as:

Lead:

• Company

• Industry

• Company Email

• Company Phone Number

• Website

Contact:

• Name

• Last Name

• Job Title

• Email

• Phone Number

Expanding Lead Information

Once a lead is created, it's just the beginning. You can open any lead to add additional details or update existing information. The lead overview section is designed for a more detailed data entry, ensuring that every piece of information about your leads is captured and can be leveraged to move them through the sales process.

Consistency Across Data Entry Methods

Regardless of how your data enters the CRM—be it through file import or manual entry—the system ensures consistency and organization. This uniformity across the platform enables your team to access and utilize the data efficiently, ensuring everyone is working with the same comprehensive information.