Step 1: Sign in to Labourless

1. Go to the Labourless website and sign in to your account: app.labourless.co.uk

Option 1 – Create new lead

Step 2: Navigate to Leads

1. Use the sidebar and click “Leads”.
2. Select the New Lead button at the top left of the window.
3. Make sure to add name, status, source, email and phone number.
4. Click save at the bottom right of the popup.

Option 2 – Import new leads

Step 3: Map column titles

1. Make sure you have set validation for duplicate leads before uploading. To do this, navigate to setup > settings > Leads
2. Make sure that your excel spreadsheet has the same column titles as the list on the screen for “import leads”. You can download a sample, if you are starting from scratch.
3. Make sure it is a CSV file, set your status and source.
4. Simulate import to make sure everything is setup correct.
5. Finally, import your leads when you’re sure you are happy with how everything will be loaded in.

Congratulations, you have created your first lead.