Managing inquiries can get tricky, learn how to quickly add leads on Reportcard to prevent them from slipping through the cracks.

Method 1: Adding manually

  1. Select the Leads option in the left main menu
  2. Click on the Add Lead button

Method 2: Share a private link

  1. Select the Leads option in the left main menu
  2. Click on the down arrow icon button, to the right of the Add Lead button
  3. Click the copy button to copy the form link
    Note
    - You can paste the link in your browser to see a preview of the form
    - You can customise the input fields, add new ones and even add a notes to the form

Method 3: Bulk upload leads, via a .CSV file
In case you are using a spreadsheet to track your inquiries and interactions, you now easily import the leads by using the down arrow icon button, to the right of the Add Lead button.

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