How To Add Leads On Refrens?

1 Answers

To add leads on Refrens, follow the steps given below:

To capture more information about the leads, one can create custom fields. To do this follow the steps given below:

Navigate to Clients and Leads > Lead management
Click on Edit pipeline in which you wish to add custom fields
Hit ‘Add new field’ under ‘custom fields’
Click on save changes
- To edit these custom fields, follow the steps given below:
Navigate to Business settings > Lead management system > Pipeline custom fields
Select the pipeline
Modify the custom fields as per your requirements

To bulk upload leads, follow the steps given below:

Navigate to Clients and Leads > Lead management
Choose the pipeline you wish to add the leads to and click on the ‘View leads’ option next to it
Click on the ‘+Add Lead’ dropdown menu on the upper right part of the screen.
Choose ‘Bulk upload leads’
Download the sample file format
Input the required details in the template
The ‘contact name’, ‘Subject’, ‘budget’, ‘currency’, and ‘lead stage’ are mandatory fields.
After filling the template with the required information, navigate back to the ‘Bulk upload leads’ screen in Refrens
Click on the ‘+ choose file’ option
Click on upload file, to finish the upload

Write Answer Ask Question

How to schedule your invoice using premium features on Refrens?

To schedule your invoice using premium features on Refrens, follow the steps given below:

Compare Related Software

To Create Purchase Order in Refrens, follow the steps given below:

Open your Refrens account
Navigate to the ‘Purchase order’ section
Click on ‘+create a Purchase Order’
Input the required details
Click on ‘Save and Continue’
Alter the theme as per required on the PO review page (only for premium subscription users)
Share the Purchase order

To Create and publish forms in Refrens Forms, follow the steps given below:

Open your Refrens account
Navigate to the ‘lead management’ section
Navigate to the ‘forms’ section
Click on ‘+Create form’
Input the required details
You can also create a hidden field by clicking on ‘+add new custom field’ and enabling ‘hidden field’
Click Save
Hit Publish