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Add Leads

You can add leads in 2 ways

One at a time​

  • Navigate to the Leads screen
  • Click the + (New Lead) Button on the top right section
Add New Lead
  • Fill out the lead creation form

Via Bulk upload​

  • Navigate to the Leads screen
  • Click the Bulk Upload Changes Button
Upload Bulk Changes Button
  • Click "CSV Template" link to download a csv with all available columns
  • Open the csv template in a excel or google sheets and fill out your data
  • Save the file
  • Then upload the modified csv file back in chakra
  • Verify / modify the column mapping
  • Hit submit
  • System will run data validations
  • After validations are complete - Click "Submit For Completion"