4.1. Creating and Importing Leads

Nexved CRM provides powerful tools to manage your leads efficiently. You can either create new leads manually or import a large set of leads to jumpstart your CRM process. This article will guide you through both methods: creating new leads and importing leads into Nexved CRM.

1. Creating a New Lead in Nexved CRM

Creating a lead is the first step in tracking potential clients or customers in Nexved CRM. The process is simple, allowing you to capture all necessary information related to a lead.

Steps to Create a New Lead

1. Navigate to the Leads Section:

   • From the left sidebar of Nexved CRM, click on the Leads section to access the leads management page.

2. Click on "New Lead":

   • Once in the Leads section, click the "New Lead" button located at the left corner of the page.

3. Fill in Lead Information: A form will appear where you need to fill in key details about the lead:

   • Full Name: Enter the full name of the lead.

   • Email: Add the lead’s email address.

   • Phone Number: Enter the lead’s contact number.

   • Lead Source: Select the source from which the lead was generated (e.g., website, referral, etc.).

   • Lead Status: Choose the appropriate lead status (e.g., New, Qualified, Hot, etc.). Lead statuses help categorize and track the progression of the lead.

   • Assigned To: Choose the team member responsible for managing this lead.

4. Additional Information:

   • Add Notes or Tags to categorize the lead or provide any additional context.

   • Fill in other fields such as Industry, Product Interest, and any Custom Fields you've created for leads.

5. Save the Lead:

   • Once all necessary information is entered, click the "Save Lead" button to create the lead in the CRM.

2. Importing Leads into Nexved CRM

If you have a list of leads in a CSV file, you can easily import them into Nexved CRM in bulk. This is especially helpful for businesses transitioning to Nexved CRM or those looking to import leads from other systems.

Steps to Import Leads

1. Navigate to the Leads Section:

   • Go to the Leads section in Nexved CRM from the left sidebar.

2. Click on "Import Leads":

   • In the Leads section, click on the "Import Leads" button, which is typically located at the top-right of the page.

3. Download the Import Template (Optional):

   • To ensure your data is formatted correctly, you can download the Import Template. This template will give you the exact columns required for the import, such as Lead Name, Email, Phone Number, etc. This step is optional but highly recommended if you're unsure about the format.

4. Prepare Your Lead Data:

   • Prepare your lead data in a CSV file. Ensure that each column matches the template or the fields that Nexved CRM expects.

   • The essential fields typically include Lead Name, Email, Phone, Lead Source, Lead Status, and Assigned To.

   • If your data includes custom fields, ensure those fields are added and correctly mapped during the import process.

5. Upload Your File:

   • Click on the "Choose File" button to select your CSV or Excel file from your computer.

   • Once the file is selected, click "Upload" to begin the import process.

Managing and Updating Leads

Once your leads are created or imported, you can take further action to manage and track them effectively in Nexved CRM.

• Lead Status Updates: As leads progress through the sales cycle, update their Lead Status to reflect their current stage (e.g., New, Qualified, Proposal Sent, Negotiation).

• Set Follow-Up Reminders: Set reminders for follow-up tasks to ensure you never miss an opportunity.

• Add Notes: Track communications by adding notes to the lead.

Best Practices for Lead Management

1. Regularly Update Lead Information: Keep lead details up to date to avoid confusion and missed opportunities.

2. Segment Leads by Status or Source: Use custom fields, tags, or statuses to segment and track leads based on their source or sales stage.