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Creating leads


Anindita Basu    Evangeline Philip    Feedback

You can add leads one by one, or you can upload them in bulk at one time. If allocation or prioritization rules are configured for your company, as soon as a lead is added, the rules are applied to that lead. After a lead is added, you can edit it at any time, over-ride automatic allocation if needed, and reassign or reallocate leads.

All changes and updates made to a lead are logged, and displayed as its audit history.

Adding a lead by scanning their business card

You can add a lead by scanning their business card. You can, then, verify and tag the information, which is displayed on the lead details screen. You can scan cards that are in English, Indonesian, Japanese, Thai, and Vietnamese.

  1. Open the Vymo app.
  2. Tap the large Plus button near the bottom right of the screen.
  3. Tap Add Lead > Scan Card near the top right of the screen. Depending on how the application was configured for your company, Leads and Leads List might be named differently, for example, Opportunities and Opportunities List.
  4. Place the card on a flat surface, point the phone camera to it, and record the information.
  5. Review the information, make corrections if needed, and tap Add.

Business card scan

Adding leads one by one

You can add a lead through both the web app and mobile app. If you don't save the lead details after entering them, they're saved as drafts that you can save, update, or delete later.

  • Web app:
    1. Log in to the Vymo web application.
    2. Click Leads > Leads list. Depending on how the application was configured for your company, Leads and Leads List might be named differently, for example, Opportunities and Opportunities List.
    3. Click Add, enter the lead information, and click Add.
  • Mobile app:
    1. Open the Vymo app.
    2. Tap the large Plus button near the bottom right of the screen.
    3. Tap Add Lead and follow the onscreen instructions.

Uploading leads in bulk

You can't upload leads in bulk through your mobile device; you must use the web application. You use a .csv, .xls, or .xlsx file.

Before you begin

Download the template for uploading leads in bulk from the Vymo web app. The default template has predefined values like Name, Phone, Lead Source, Parent campaign, Sub campaign, Email and Employee ID. If you want more values in the template, add links to custom templates. To enable the upload and download options for the company at the global level, see Enabling the import and export of data.

To download the default template, use the following steps:

  1. Log in to the Vymo web application.
  2. Click Leads > Leads list. Depending on how the application is configured for your company, Leads and Leads List might be named differently, for example, Opportunities and Opportunities List.
  3. To download the template, click Bulk Upload > Download template.
  4. Enter the leads data in the spreadsheet. Make sure that the file contains 100,000 or fewer records, and is 100 MB or smaller.

To add custom templates for uploading leads in bulk, use the following steps:

  1. Log in to the Vymo web application.
  2. Go to Customize > Global Settings > Custom Configurations.
  3. Expand the additionalConfigs object and click dashboard_config > bulkUpload.
  4. Click the lead module to which you want to add the custom template. Add the .csv, .xls, or .xlsx template file link in the template_url key.
  5. After you are done, click Save near the top right. Then, release the changes.

After adding the link, download the custom template using the following steps:

  1. Log in to the Vymo web application.
  2. Click Leads > Leads list. Depending on how the application is configured for your company, Leads and Leads List might be named differently, for example, Opportunities and Opportunities List.
  3. To download the template, click Bulk Upload, choose the custom template from the dropdown field and click Download template.
  4. Enter the leads data in the spreadsheet. Make sure that the file contains 100,000 or fewer records, and is 100 MB or smaller.

Steps

After downloading the template, enter leads data and upload leads in bulk through the web application.

  1. Log in to the Vymo web application.
  2. Click Leads > Leads list. Depending on how the application was configured for your company, Leads and Leads List might be named differently, for example, Opportunities and Opportunities List.
  3. Click Bulk Upload, select the file, and click Upload.

Results

The leads are added to the list and duplicates, if any, are ignored.

Assigning leads

If allocation rules are configured for your company, the rules are applied to automatically allocate leads to your team. You can, however, manually over-ride such allocations for every lead. All changes and updates made to a lead are logged, and displayed as its audit history.

  • Web app:
    1. Log in to the Vymo web application.
    2. Click Leads > Leads list. Depending on how the application was configured for your company, Leads and Leads List might be named differently, for example, Opportunities and Opportunities List.
    3. Select the lead to assign, and click Reassign.
    4. Select the person to assign the lead to, and click Reassign.
  • Mobile app:
    1. Open the Vymo app.
    2. On the Leads card, tap View All. Depending on how the app was configured for your company, Leads might be named differently, for example, Opportunities.
    3. Locate the lead to reassign, tap it, and on the Details page, tap the Edit button near the bottom right of the screen.
    4. Tap Reassign, select the person to assign the lead to, and click OK.

Editing leads

At any time after a lead's been added, you can change any of the information. All changes and updates made to a lead are logged, and displayed as its audit history.

  • Web app:
    1. Log in to the Vymo web application.
    2. Click Leads > Leads list. Depending on how the application was configured for your company, Leads and Leads List might be named differently, for example, Opportunities and Opportunities List.
    3. Click the row for the lead to edit.
    4. Click Edit, change the information as needed, and click Save.
  • Mobile app:
    1. Open the Vymo app.
    2. On the Leads card, tap View All. Depending on how the app was configured for your company, Leads might be named differently, for example, Opportunities.
    3. Locate the lead to edit and tap it.
    4. On the Details page, tap > on the first card.
    5. Tap the Edit button near the bottom right of the screen, change the information as needed, and tap Update.

Exporting leads

You can download a .xlsx file that contains the details of all leads in a module. The default filter is Month To Date (MTD); you can extend the date range to 60 days. The exported file is available for an hour after the download request is completed.

To download leads, you must use the web application.

  1. Log in to the Vymo web application.
  2. Click Leads > Leads list. Depending on how the application was configured for your company, Leads and Leads List might be named differently, for example, Opportunities and Opportunities List.
  3. Click Download List. A .xlsx file is generated, which you can open immediately or save it to your computer.

See also


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