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Add New Leads

Overview​

You can add customers as leads using their phone numbers and include additional fields, which can be updated as needed

Steps to add a Lead​

Bulk Upload Leads​

Go to 👉 Chakra Dashboard Leads tab​

Leads

Click on the ⬆️ Upload icon​

Upload

In the bulk changes window, click on New Upload​

New Upload

Next, click or drag the file to this area to upload (Only CSV files are supported)​

Upload CSV leads

Edit the mapping of the CSV header name with the Chakra Attribute Name if required. Click Submit​

Submit Leads

Review and click Submit for Completion​

Submit For Completion

The leads should have been uploaded successfully​

Uploaded

To check the uploaded leads, click refresh​

Leads

Manually Create a Lead​

Go to 👉 Chakra Dashboard Leads tab​

Leads

Click on the ✚ add icon​

Add Lead

Add the fields in the Lead and click Submit​

Submit Lead

The lead is added in Chakra. To check the uploaded lead, click refresh.​

Refresh