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 readersHow to enable WhatsApp & On-site alerts for new leads?
To ensure every lead is contacted as quickly as possible, it's important to set up alerts whenever you receive a new lead. With Refrens, you can set up WhatsApp and on-site alerts to quickly get notified whenever: A team member adds a new lead You receive a new lead on your lead capture form Someone contacts you through your Refrens Profile Sample WhatsApp Alert:Few readersHow 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 readersHow 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 readersOverview of Refrens Sales CRM
Few readersHow to Add Leads on Refrens?
Few readersHow to Delete Lead?
If you want to get rid of junk or duplicate leads from your system, you can simply delete them from your Refrens account. Let's see how: Step 1: Go to Sales CRM All Leads / All Pipelines You can either go to Sales CRM All Leads OR Navigate to the pipeline from which you want to delete the leads. Step 2: Select the leads you want to delete Select all the leads youFew readersHow to Manage Leads Seamlessly on Refrens?
Few readersHow 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 readersHow 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/kiqjFew 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/hFeaturedHow to delete a Form in Refrens
How to delete a Refrens Form?FeaturedHow 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 aSome readersUsing 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": 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-95cc-5edb00Few readersEmbed 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 forms via aFew 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 readersHow 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