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How to Add Leads

This page explains how to add leads in Ultro ERP and the common entry points available: manual entry, CSV import, web forms, or third-party integrations. Use routing and automation rules (if configured) to distribute inbound leads automatically to teams and users.

Manual add (Quick method):

  1. Go to CRM → Leads (left-side menu).
  2. Click Add New (or "Create").
  3. Fill the lead form: name, contact info, company, source and any notes about the inquiry.
  4. Set the Assigned Team or leave unassigned to be triaged later.
  5. Save the lead.

My Leads view (user-specific):

  • If you are viewing CRM → My Lead, you'll see leads that are assigned to you. This is a personal list for easy follow-up.

Importing leads:

  • Use the import tool on the Leads list view to upload CSV files. Map columns to the lead fields and validate the import preview before confirming.

Tips:

  • Add tags or sources to quickly filter and segment leads.
  • Use saved filters and list views to streamline daily follow-up work.