There are two ways to add your leads into the CRM:

  1. You can add them one-by-one

  2. You can import them in bulk

  • To add a new lead, click here.

  • To edit a lead, click on the pencil icon after searching in My Leads:

Adding and editing leads

Every lead has a profile. When adding a new lead or editing a lead, you can enter as many or as few fields of information about the lead as you like. We support the following fields of information:

  • Email address

  • Title (Mr., Mrs., etc.)

  • First and last name

  • Address (address, city, province/state, country, zip/postal code)

  • Telephone

  • Date of birth

  • Gender

  • Facebook, Linkedin, and Twitter profiles

  • Profile image

  • Comments

  • Do not contact

In addition, you can associate the lead with one or more Lead Lists:

Note that the platform will not allow you to add a lead whose email address is already associated with a donor.

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