To view or perform all lead-related actions, click on ‘Leads’ on the top navigation page.

1 To upload new leads, click on the 'UPLOAD' button and follow these steps.

2 → To add a stand-alone lead, click on the ‘ADD LEAD’ button and follow these steps.

3 → You can view leads details and status in this section of the page. Rep can enter the ‘Won Lead' and 'Lost Lead’ by clicking on three dots as shown in Step 4.

4 To editdelete or mark a lead as won or lost, click on the three dots at the end of each row in the lead listing.