Help · Connect (CRM)
How to add and import leads
New in v0.20: the leads list: add a lead (with a duplicate check) or import leads.
Who can do this: Admins and Accountants. Viewers can open it but not change anything.
Steps
Step by step
- Connect → Leads.
- Click New lead; Bebaak warns if it looks like an existing lead.
- Or import leads from a file.
Related guides
Need a hand?
WhatsApp +91 97111 87655 or email siba@bebaak.co with your organisation name and a screenshot.
Contact support