Lead creation mechanisms
noCRM aims at helping you become more efficient at what you do best. We want to ensure you have all right the tools in your hands so you can work in a more efficient way and stop wasting time filling in useless information.
In this section, find out all the possible ways of creating leads inside your noCRM account.
⚠️ You can create leads from different sources, but it is not possible to merge leads. If you happen to have 2 leads that are the same, you'll need to keep one and delete the other. To transfer elements from one lead to another, you'll have to copy/paste the information.
-
Import Leads to your Pipeline
How to import leads directly to your customized sales pipeline
-
From prospecting lists
How to create leads from prospecting lists
-
Manually
How to create leads manually
-
From emails
How to create leads from emails
-
Scan Business Cards
How to scan business cards
-
From your contact form
How to create leads from your website
-
Capture leads from the Internet
How to create leads from the Internet using the Lead Clipper
-
Duplicate a lead
Duplicate a lead when there's a new lead with the same customer
-
From your Information System
How to create leads with data from your information system