Sales
CRM
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SalesCRM
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SalesCRM
π Leads
π Meetings
0
π Audit Log
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οΌ New Lead
β¬ Import Leads
β‘ Bulk Actions
Search
All
Name
Email
Company
Phone
Country
Assigned
β
β All agents β
Unassigned
Status Filter
All Leads
0
New
0
No Answer
0
High Potential
0
Brokie
0
Sent Email
0
0
leads
0 selected
β
π€ Assign
β Status
π’ Company
π Delete
Name
Status
Company
Email
Phone
Country
Assigned
Added
Rows:
25
50
100
250
β
β
β
0
Meetings Today
0
Total Meetings
οΌ Schedule Meeting
View Agent
β All agents β
β Prev
β
Next β
Audit Log
β entries
All actions
Lead Created
Lead Updated
Lead Deleted
Meeting Scheduled
Meeting Deleted
Bulk Update
Bulk Delete
Import
All agents
β¬ Export CSV
β» Refresh
β οΈ
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New Lead
Fill in the lead details
Full Name *
Company
Email
Phone
Country
Status
New
No Answer
High Potential
Brokie
Sent Email
Assigned To
β Unassigned β
π Schedule Meeting
Schedule a meeting
Meeting Title
Date
Notes
Select Time Slot
β‘ Bulk Actions
Filter leads, preview matches, then edit or delete all at once.
Step 1 β Filter
SELECT
Status
NOT
β Any β
New
No Answer
High Potential
Brokie
Sent Email
Company
NOT
β Any β
No company
Country
NOT
β Any β
Upload Date
NOT
Assigned To
NOT
β Any β
Unassigned
Set at least one filter to preview matching leads.
Step 2 β Apply Changes
EDIT
Change Status to
New
No Answer
High Potential
Brokie
Sent Email
Change Company to
Change Country to
Assign to
β Unassigned β
Assign Leads
Assign
0
lead(s) to:
β Unassigned β
Change Status
Apply to
0
lead(s)
New
No Answer
High Potential
Brokie
Sent Email
Change Company
Apply to
0
lead(s)
Import Leads
Copy & Paste
Upload Excel / CSV
Paste rows from Excel or Google Sheets β one lead per line.
Name
Email
Phone
Company
Country
Status
Only Name required. Header row auto-detected.
Upload
.xlsx
,
.xls
or
.csv
.
Name
Email
Phone
Company
Country
Status
π
Drop file here or
click to browse
.xlsx Β· .xls Β· .csv
Preview Import
Review the leads below before confirming. Check that names, emails and statuses are correct.