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 Link 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 notes and custom messages 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 upgrade to the leads module using the Import Leads option on clicking the Add Leads button

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