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Leads
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⬡ Pipeline
⬇ Sample CSV
⬆ Upload CSV
+ Add lead
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All stages
New
Called
Demo Done
Follow Up
Won
Lost
All sources
Meta
Website
WhatsApp
Referral
Manual
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Pipeline
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☰ List
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Lead info
Pipeline stage
Call notes
Log
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— Select rep —
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Dashboard
Rep performance & revenue
Today
This week
Last week
This month
All time
Rep performance
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Demos done by rep
Revenue pipeline by stage
Reminders
Follow-ups & tasks
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Team
Manage reps & logins
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Add new lead
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Contact name *
Company name *
Phone *
Email
Website
Source
Manual
Meta
Website
WhatsApp
Referral
Assign to rep
— Unassigned —
Deal value (₹)
City
No. of retailers
Plan / product
Initial note
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Save lead
Add new rep
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Full name *
Email *
Password *
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Save rep
Set reminder
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Lead
Date
Time
Note
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Save
Upload leads from CSV
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Required CSV column headers:
full_name, phone_number, email, company_name, city, number_of_retailer, platform
Only full_name and phone_number are required. Extra columns are ignored.
⬇ Download template
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Import leads