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

  

• Fill out the lead creation form

Via Bulk upload

• Navigate to the Leads screen

• Click the Bulk Upload 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"