How to Create Leads
Leads can be created individually or via bulk upload
To create Leads, click on the Add Lead button on the Leads page
To create Leads individually, provide the Lead info and click Add. First Name, Last Name and Phone Number is mandatory for creating a Lead
To bulk import Leads, click on the Import Lead button in the pop up
Select the location against which the Leads should be uploaded
The file to upload should be in csv format. Click on the download button to get a sample file. Once the file is ready, choose it for upload
If all the data points seem correct, then you will see the below message. On clicking confirm, the Leads will be scheduled for upload and be uploaded in short while based on the size of the file
If any data points seem incorrect, you will get a message like below with the incorrect fields highlighted in red. Once the file is corrected, you can re-upload. Adit will not allow you to upload any file with incorrect data
First Name is mandatory
Last Name is mandatory
Phone Number is mandatory and should have 10 digits
Email, if provided, should be in the correct format or else it should be blank
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