Set up your business

When you start a new business in LeadCRM, a Set up your business box appears at the top of Today. It lists five steps and ticks each one off by itself once it is done. Owners and admins see it; salespeople don't.

On a phone, tap Show steps to open the list.

The five steps

• Add your first lead: type one in, or import your Excel sheet. See Add a lead and Import from Excel.
• Connect a lead source: IndiaMART, Facebook ads, your website form or another tool. This ticks off when the first lead comes in by itself. See Lead sources.
• Invite your team: send your salespeople an invite link. See Invite your team.
• Customise WhatsApp templates: edit the ready-made messages so they sound like you. See WhatsApp templates.
• Install the app on your phone: put LeadCRM on your home screen, then turn on alerts. This ticks off once alerts are on for your phone. See Install the app.

Try it with sample leads

If your business has no leads yet, tap Try with sample leads. LeadCRM adds 8 made-up leads with follow-ups, so you can see how Today, Leads and Pipeline work. They have no phone numbers, so nobody gets called by mistake, and they are tagged “sample”.

1. 1Step 1: When you are ready for real leads, tap Remove sample leads in the setup box, or in Settings → Business.
2. 2Step 2: Tap Delete sample leads to confirm.

Only the sample leads are deleted. Your own leads stay, even if you tagged one of them “sample”.

Hiding the guide

Tap the close button on the box, then Hide guide. It goes away for everyone in your business. You can still do every step from Settings.