Leads Management

• How to upload leads in Bulk?

  If you are migrating your leads data from an Excel spreadsheet or from a sales CRM system, you can use the "Bulk Upload" feature to upload all these leads to Refrens quickly through a CSV file. Let's see how: To upload leads in bulk, you need to first decide which pipeline you want the leads to go into. For example, I want to upload leads in my first sales pipeline. I can do that by clicking on the "viewSome readers

• How to enable lead notifications? (via email, On-site/Pop-up Alerts, and WhatsApp)

  Refrens helps you set up various types of lead alerts to ensure you always stay on top of lead follow-ups. Types of alerts you can set up: When a new lead is received/created When a lead is updated A lead is assigned to a team member When there is a comment on a lead When the lead assignee is updated When the leads are patched in bulk These alerts can be received over three mediums: Whatsapp On-site and pop-up Email 1. WhatsApFew readers

• How to Customize Email Templates? (Editing, Using Variables, Deleting/Deactivating)

  Email templates help you send emails quickly and keep your communication consistent. Let's see how you can choose, customize, and manage email templates for future use. 1) Choosing From Default Email Templates While sending an email to a lead, you will have an option called “Email Template”. In this dropdown, you will see the list of default templates as shown below: (https://storage.crisp.chat/users/helpdesk/website/ab884d8153100800/belzrivld5pbfcfhj4nqgbsqogdpy4iqmovs.gif =600x446)Few readers

• Overview of Refrens Sales CRM

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• How to identify and mark duplicate leads?

  Duplicate leads can clutter your database, slow down your sales process, and cause confusion within your team. By identifying and marking duplicates, you can streamline your lead management, ensuring your team focuses on genuine opportunities. Let's see how you can efficiently manage duplicate leads on Refrens. 1. Enable Lead Duplication Before you can identify duplicate leads, you need to enable the lead duplication feature from Business Settings Lead Management System Lead DuplicatiFew readers

• How to edit/add lead labels?

  Adding or editing lead labels, like “Hot,” “Cold,” or “Warm,” helps you categorize and prioritize your leads based on their importance. These labels make it easier to filter and focus on the leads that matter most, ensuring your sales efforts are more efficient. You will see an option to assign lead labels while you are adding a new lead OR editing it: (https://storage.crisp.chat/users/helpdesk/website/-/a/b/8/8/ab884d8153100800/lead-label1girrdk.gif =600x381) In case the default labelFew readers

• How to Add Leads on Refrens?

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• How to Manage Leads Seamlessly on Refrens?

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• How to add Custom Fields in the Sales Pipelines?

  While adding or editing leads, you may want to add some extra details. While Refrens gives you plenty of default fields to help you capture all the lead information, you may still want additional fields to add more details to your leads. That’s where Custom Fields come in! Let’s see how: To add a new custom field, navigate to Business Settings Custom Fields, Tags & Labels Lead Custom Field: (https://storage.crisp.chat/users/helpdesk/website/-/a/b/8/8/ab884d8153100800/kiqjzsFew readers

• How to delete leads in bulk?

  If you want to get rid of junk or duplicate leads from your system in bulk, you can do that with our “Bulk Delete” option. Step 1: Change Lead Stage to “Not Servicable” Note that you can only delete leads in the “Not Servicable” stage. So you have to ensure this before proceeding with the “Bulk Delete” option. When you have multiple leads, it can be difficult to change the stage of each lead to “Not Servicable”. You can use the “Bulk Stage Set” option to change the stages of all the lFew readers

Lead Capture Forms

• How to create a Lead Collection Form?

  Refrens' Lead collection forms help you automate lead capture from your website, social media, and other platforms. Our customization options ensure you collect all the data you need while keeping it clean and organized. Let's see how you can quickly create forms on Refrens: Step 1: Navigate to the forms section Firstly, Navigate to dashboard Sales CRM Forms Create Form. (https://storage.crisp.chat/users/helpdFeatured

• How to delete a Form in Refrens

  How to delete a Refrens Form?Featured

• How to create a new sales pipeline?

  Managing multiple products and services can be complex, especially in tracking leads. Refrens simplifies this with dedicated sales pipelines for each service/product ensuring organized and efficient lead management. Firstly, to create a new sales pipeline, navigate to Sales CRM All Pipelines New Sales Pipeline. Once, you click on "New Sales Pipeline", a pop-up will appeSome readers

• Using Country codes instead of Flags in Forms

  While adding a Phone Number field in forms, you will see an option called "Use Country Codes Instead of Flags": (https://storage.crisp.chat/users/helpdesk/website/868fe0055a6d2800/80bd5b22-fb6d-4972-aa97-0558e61huwj5e.png =600x371) Why and when should you enable this option? By default, (i.e. when the "Use Country Code.." option is not enabled) the phone number dropdown will show flags only: (https://storage.crisp.chat/users/helpdesk/website/85d19ac067565000/66adf018-7c67-47ec-95cFew readers

• Embed form to website to capture leads

  Publishing lead capture forms on your website is a great way to automatically capture leads and streamline your lead management process. With Refrens, you can create forms that can be used to capture leads from your website, social media, and other platforms directly into the system. With Refrens’ lead capture forms, you can - Automatically capture leads: You can create forms that can be embedded on your website, and linked to your social media ads and other platforms. Share formsFew readers

Third-party Integrations

• How to automatically fetch leads from Facebook & Instagram accounts to Refrens?

  With Meta Integration, you can directly fetch leads from your Facebook & Instagram accounts into Sales CRM. With this, all your leads generated via Instant Forms will appear in your sales pipelines in real time! Let’s see how: Step 1: Connect your Facebook account Firstly, navigate to Business Settings Lead Management System Third-party Integrations Connect to Facebook as shown below: (https://storage.crisp.chat/users/helpdesk/website/26bef0e5838b3a00/2b8fdd5d-449d-406e-81de-aFew readers

• How to integrate IndiaMART with Refrens Sales CRM?

  IndiaMart is a great platform to generate leads for your business, but managing these leads on IndiaMart is a pain. Businesses often struggle with lead-tracking, timely follow-ups, and managing lead data efficiently. Integrating your IndiaMart account with Refrens Sales CRM not only helps you in organizing & managing these leads but also ensures that each lead is nurtured and followed up on - increasing the chances of conversion. Follow these steps to start receiving your IndiaMART leads intoFew readers