Sales Reports
How to Use the Lead Source Report?
What is the Lead Source Report? The Lead Source Report provides a comprehensive overview of how different lead sources are performing. It helps you track and analyze the effectiveness of each channel that brings leads into your sales pipeline, enabling data-driven decisions to optimize your sales and marketing strategies. How Does the Lead Source Report Work? As yFeaturedHow to Use the Client Performance Report?
What is the Client Performance Report? The Client Performance Report provides a clear overview of how each client is performing within your sales pipeline. This report helps you track and analyze key sales metrics for every client, making it easier to manage relationships and identify growth opportunities. How Does the Client Performance Report Work? ![](https://storage.crisp.chat/users/helpdesk/website/-/a/b/8/8/ab884d8153100800/screenshot-www-refrens-com-202_1pq479n.pnFeaturedHow to Use the Team Sales Report?
What is the Team Sales Report? The Team Sales Report gives you a clear, at-a-glance view of each salesperson’s performance in your CRM. With detailed sales metrics and powerful filtering, you can track how your team is handling leads, closing deals, and responding to prospects. How Does it Work? The dashboard displays key data for every salespersFeatured
Leads Management
How to Create and Customize Email Templates in Refrens?
Email templates help you save time by creating reusable emails for your regular communication. With Refrens, you can create email templates for: Sales CRM – Use templates when sending emails to leads. Accounting Documents – Use templates when sending invoices, quotations, purchase orders, and other accounting documents. You can also personalize your templates using **variabFeaturedHow 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 **"viewFeaturedHow 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 lead follow-up is due When the leads are patched in bulk These alerts can be received over three mediums: Whatsapp On-site and pFeaturedOverview of Refrens Sales CRM
FeaturedHow 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 (CRM) > Lead DupFeaturedHow 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/kiqjzsFeaturedHow 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 lFeaturedHow to Add Leads on Refrens?
FeaturedConfiguring or Disabling Auto Lead Generation from Quotations
By default, when you create a new quotation, the system automatically generates a new lead based on the “quotation for” details you add in your quotation. With the Lead Configurations option, you can - Control in which pipeline these leads go, and what the default lead stage for each lead will be Disable auto lead generation Let's see how: Go to Lead Management System > Lead Configurations: ![](https://storage.crisp.chat/users/helpdesk/website/-/a/b/8/8/ab884d8153100800/screenshot-wFeaturedHow to Manage Leads Seamlessly on Refrens?
FeaturedHow to download leads data in CSV/Excel?
You can download the leads data in a CSV/Excel format in two ways: Download **all leads across all pipelines **at once Download all leads in a specific pipeline To download all leads at once, go to** Sales CRM > All Leads > Download CSV:** To download leads from a specific pipeline, go to **Sales CRM > All Pipelines > Click "View Leads" **to view leads of a specific pFeaturedHow to Schedule and Manage Meetings Directly From Lead Pages?
The Meetings feature in Refrens CRM helps you schedule, sync, and track lead-related meetings from one place. You can create meeting records for In-person meetings, Phone call follow-ups, or Video meetings. Each meeting stays linked to the respective lead, so your team can easily track upcoming demos, follow-ups, customer visits, and cancelled meetings without losing context. And with Google Calendar integration, you can also check available calendar slots, add attendees, create calenFeaturedHow 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: In case the default lFew readersHow to connect Google Calendar with Refrens Sales CRM?
To schedule meetings with calendar sync, you will need to connect your Google Calendar with Refrens. Go to: Business Settings > Integrations > Calendar Integrations Under Google Calendar Integration, click on Connect Google Calendar: Once connected, Refrens will show the connected calendar details, including Email, Authorised user, Connected by, andFew 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/helpdFeaturedHow to create/edit sales pipelines?
Managing different types of leads can become complex when every lead follows the same sales process. Refrens helps you organize leads better by allowing you to create dedicated sales pipelines for different customer segments, teams, or business processes. For example, if your business sells to both SMB customers and Enterprise customers, you can create separate pipelines for each. SMB leads may have a shorter sales cycle, while Enterprise leads may require more stages such as demo, prFeaturedEmbed 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 formsFeaturedHow to delete a Form in Refrens
How to delete a Refrens Form?FeaturedUsing 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-9FeaturedHow to Enable Meeting Booking in Lead Capture Forms?
With Meeting Booking, your lead capture form becomes a booking page. Leads can submit their details, choose a time from your available slots, and book a meeting in a single flow. Refrens then creates the lead, schedules the meeting, and syncs it with your Google Calendar. Why use Meeting Booking in Forms? Usually, when a lead fills out a form, your team has to contact them separately to schedule a call. This can lead to back-and-forth messages, delays, and missed opportunities. MeetingFeatured
Third-party Integrations
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 intoFeaturedHow 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 > Integrations > CRM Integrations > Connect to Facebook as shown below: SFeaturedHow to Push Leads into Refrens Sales CRM Using APIs?
Refrens Sales CRM APIs allow you to send leads from external systems directly into your Refrens Sales CRM. You can use this to bring leads from website forms, landing pages, internal tools, lead generation platforms, partner systems, or third-party applications into Refrens without adding them manually. Once the integration is set up, new enquiries can be created as leads in Refrens Sales CRM automatically. What you can do with Sales CRM APIs Using the Sales CRM APIs, you can: AutomaticaFeatured