To begin with, you may add leads into the system by providing:
- Email ID and Mobile Number both.
- Mobile Number alone.
Only those entries which have a valid Email ID and a valid Mobile Number is considered as a lead.
The topics covered:
Lead with Email ID and Mobile Number - Single Upload
Lead with Email ID and Mobile Number - Bulk Upload
Lead with Mobile Number only- Single Upload
Lead with Mobile Number only - Bulk Upload
Upload lead with Email ID and Mobile Number - Single
The process:
- Navigate to Leads Manager > Manage leads.
- On the top right corner, just beside advanced filter, there is an option named "Import", which has 2 drop-down values labeled Bulk Offline Upload and Add Quick Lead.
- Upon clicking Add Quick Lead a box labeled "Add Quick Lead" appears.
- Select Upload via Email
- Choose "Form interested in" from the drop-down options (optional).
- Fill-in the other mandatory Lead details like - Name, Email Address, Mobile number, Country, State and City.
- If known, fill in the Lead's Source, Medium and Campaign.
- In order to assign a lead to a counselor, choose from the drop-down (optional).
- Once done, click on Save button.
Upload lead with Email ID and Mobile Number - Bulk
The process:
- Navigate to Leads Manager > Manage leads.
- On the top right corner, just beside Advanced filter, there is an option named "Import".
- On clicking "Bulk Offline Upload" you will be directed to the page called "User Guideline for Upload".
- Consequently, you have to Select your Institute,
and Upload type Email 
- On clicking next, you will be directed to a page called "Upload File".
- Select the required Form Name (if leads are collected based on course), Specialization (if you want to be mark all leads against particular specialization) and Counselor Name (in case you want to assign leads directly to a counselor)
- Select the Upload Type
Add new Leads: To import new leads present in the CSV file to the NoPaperForms CRM.
Add new and update existing leads: Will import new leads or update empty fields of the leads existing in NoPaperForms CRM with new values.
- You may either Drag and drop or Select a file manually.
- After clicking on "upload data" a page termed "Label Mapping" will open.
- Map the columns with NoPaperForms Labels
.
Note: You have to make sure each field is mapped. That is, CSV Label is mapped to corresponding NPF Labels. In case you do not want to import a particular column then select "Do Not Import" from the drop-down
.
- Once done, you have to simply click on "Start Import" in order to start importing the data
Upload lead with Mobile Number only - Single
The Process:
- Navigate to Leads Manager > Manage Leads.
- On the top right corner, just beside Advanced filter, there is an option named "Import".
- Upon clicking Add Quick Lead a box labeled "Add Quick Lead" appears.
- Select Upload via Mobile.
- Fill the mandatory Lead details such as Name, Mobile Number, Country, State and City.
- If known, fill in the Lead's Source, Medium and Campaign.
- In order to assign a lead to a counselor, choose from the drop-down (optional).
- Once done, click on the Save button.
Upload lead with Mobile Number only - Bulk
The Process:
- Navigate to Leads Manager > Manage leads.
- On the top right corner, just beside Advanced filter, there is an option named "Import".
- On clicking "Bulk Offline Upload" you will be directed to the page called "User Guideline for Upload".
- Consequently, you have to Select your Institute and Upload type Mobile.
- On clicking next, you will be directed to a page called "Upload File".
- Select the required Form Name (if leads are collected based on course), Specialization (if you want to be mark all leads against particular specialization) and Counselor Name (in case you want to assign leads directly to a counselor)
- Select the Upload Type
Add new Leads: To import new leads present in the CSV file to the NoPaperForms CRM.
Add new and update existing leads: Will import new leads or update empty fields of the leads existing in NoPaperForms CRM with new values.
- You may either Drag and Drop or Select a file, manually.
- Click Upload Data button present at the bottom right corner of the screen. This will open Label Mapping page.
- After clicking on "upload data" a page termed "Label Mapping" will open.
- Map the columns with NoPaperForms Labels .
Note: You have to make sure each field is mapped. That is, CSV Label is mapped to corresponding NPF Labels. In case you do not want to import a particular column then select "Do Not Import" from the drop-down.
- Once done, you have to simply click on "Start Import" in order to start importing the data.