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:
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.