There are two ways to add your leads into the CRM:
You can add them one-by-one
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:
Title (Mr., Mrs., etc.)
First and last name
Address (address, city, province/state, country, zip/postal code)
Date of birth
Facebook, Linkedin, and Twitter profiles
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.