{"id":7333,"date":"2021-07-24T09:53:18","date_gmt":"2021-07-24T09:53:18","guid":{"rendered":"https:\/\/moiboo.com\/supportdocs\/gullu-knowledge-base\/faqs\/import-leads-from-excel\/"},"modified":"2021-07-24T10:20:02","modified_gmt":"2021-07-24T10:20:02","slug":"import-leads-from-excel","status":"publish","type":"docs","link":"https:\/\/moiboo.com\/support\/docs\/gullu-knowledge-base\/faqs\/import-leads-from-excel\/","title":{"rendered":"Import Leads from Excel"},"content":{"rendered":"\n

You can also import directly from excel<\/p>\n\n\n\n

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<\/p>\n\n\n\n

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Step 1 : Click leads under leads tab
Step 2 : Click Import lead
(Import excel format :Name, Company, Email, phone number,
Mobile number, City, Address,Business Type, Mode of Enquiry, Remarks*,
Appointment Date)
Step 3 : Click Choose file & you can import the excel file
Step 4 : Click import
Step 5 : Fill the relevant details
Step 6 : Click save<\/figcaption><\/figure>\n\n\n\n

<\/p>\n\n\n\n

Leads Know the icons<\/h2>\n\n\n\n

Now let\u2019s now move on to Leads tab. This is where each your lead will be displayed.You can filter
leads tele caller wise and see the status of each lead easily. Before going deep into let us first know
all the \u201cAction\u201d Items in the \u201cLeads\u201d Page<\/p>\n\n\n\n

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<\/p>\n\n\n\n

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Step 1 : Click leads under leads tab
Step 2 : Click Action.<\/p>\n\n\n\n

Postponed Leads<\/h2>\n\n\n\n

This particular action helps you to postpone leads with the postpone date, content and status with
the details of the customer.<\/p>\n\n\n\n

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Step 1 : Click Leads under leads tab
Step 2 : Click action button
Step 3 : Click postpone Lead
Step 4 : Fill the relevant details
Step 5 : Click save<\/p>\n\n\n\n

Edit leads<\/h2>\n\n\n\n

Using this Edit lead option you can edit the lead with the necessary changes<\/p>\n\n\n\n

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<\/p>\n\n\n\n

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Step 1 : Click Lead under leads tab
Step 2 : Click edit lead under Action button
Step 3 : Fill the relevant details
Step 4 : Click Save<\/figcaption><\/figure>\n\n\n\n

Convert to Quote<\/h2>\n\n\n\n

Using this Convert to quote option you can convert your leads to quotes in just one click.<\/p>\n\n\n\n

<\/p>\n\n\n\n

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Step 1 : Click Lead under leads tab
Step 2 : Click convert to quote under Action button
Step 3 : Fill the relevant details
Step 4 : Click Save<\/p>\n\n\n\n

Set reminder<\/h2>\n\n\n\n

This action helps you to Set Reminder with the postponed date, content and status with the details
of the customer<\/p>\n\n\n\n

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Step 1 : Click Lead under leads tab
Step 2 : Click Set reminder under Action button
Step 3 : Fill the relevant details
Step 4 : Click save<\/p>\n\n\n\n

Export leads to excel<\/h2>\n\n\n\n

You can easily export all Leads to an Excel Sheet in one click<\/p>\n\n\n\n

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<\/p>\n\n\n\n

Step 1 : Click leads under leads tab
Step 2 : Click Export button<\/p>\n\n\n\n

Adding Quotes<\/h2>\n\n\n\n

In this particular feature you can add a Quotes, you can directly add Quotes in 3 steps<\/p>\n\n\n\n

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<\/p>\n\n\n\n

Step 1 : Click Quotes under leads tab.
Step 2 : Click Add quotes.
Step 3 : Fill the Customer Name , Executive, Select product, Description, Qty,
units, price, discount, tax, incl tax, amount, Set Reminder.
Step 4 : Click save.
Step 5 : Click action button you can view, and convert to PDF, mail quote, print
quote,update quote, delete quote, convert as invoice, convert as proforma
invoice, convert as sales order, convert as job order.<\/p>\n\n\n\n

Check all the reminders with ease<\/h2>\n\n\n\n

You can easily check all your reminders in a click.<\/p>\n\n\n\n

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Step 1 : Click reminders under leads tab
Step 2 : Click Action button Convert it to Set Reminder
FOS response, Edit remainder, Disqualify, Convert to quote, Convert to
sales order, Sms to customer.<\/p>\n\n\n\n

Adding Booking Order<\/h2>\n\n\n\n

You can directly add new Booking order in this tab.<\/p>\n\n\n\n

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<\/p>\n\n\n\n

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Step 1 : Click Booking order under leads tab
Step 2 : Click Add Booking order
Step 3 : Fill the relevant details
Step 4 : Click save<\/p>\n","protected":false},"excerpt":{"rendered":"

You can also import directly from excel Leads Know the icons Now let\u2019s now move on to Leads tab. This is where each your lead will be displayed.You can filterleads tele caller wise and see the status of each lead easily. Before going deep into let us first knowall the \u201cAction\u201d Items in the \u201cLeads\u201d […]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":2027,"menu_order":29,"comment_status":"open","ping_status":"closed","template":"","doc_tag":[],"class_list":["post-7333","docs","type-docs","status-publish","hentry","no-post-thumbnail"],"acf":[],"_links":{"self":[{"href":"https:\/\/moiboo.com\/support\/wp-json\/wp\/v2\/docs\/7333","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/moiboo.com\/support\/wp-json\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/moiboo.com\/support\/wp-json\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/moiboo.com\/support\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/moiboo.com\/support\/wp-json\/wp\/v2\/comments?post=7333"}],"version-history":[{"count":2,"href":"https:\/\/moiboo.com\/support\/wp-json\/wp\/v2\/docs\/7333\/revisions"}],"predecessor-version":[{"id":7368,"href":"https:\/\/moiboo.com\/support\/wp-json\/wp\/v2\/docs\/7333\/revisions\/7368"}],"up":[{"embeddable":true,"href":"https:\/\/moiboo.com\/support\/wp-json\/wp\/v2\/docs\/2027"}],"wp:attachment":[{"href":"https:\/\/moiboo.com\/support\/wp-json\/wp\/v2\/media?parent=7333"}],"wp:term":[{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/moiboo.com\/support\/wp-json\/wp\/v2\/doc_tag?post=7333"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}