Feature: Leads

Leads, and leadsets, are part of the core functionality. 

Leadsets

A leadset is like a company, and a lead is like an employee. However, feel free to assign a lead to his own leadset. The distinction between leadsets is based on the company_url, which must be unique. The company_url can be an email. Feel free to create leadsets per-lead, by making the company_url that lead's email.

Leads

Import leads into a tag

Note: you can use this mechanism to mass-assign a tag to existing leads. If leads already exist, and you import them again with a tag(s), the existing leads will simply be assigned the new tag(s).

The email is the most important attribute of a lead, but you can also specify the name, phone and address (one single line).

Click the [+csv] button in the Leads header and select a file and the tags.

The leads are created.

Back to List of Features.