Managing Leads

Learn how to create, import, and edit leads in your Votel contact management system.

Creating Leads​

1. Click Add Lead.

2. Enter lead name and details.

3. Click More Options to add extended fields (over 250 available).

Importing Leads​

• Import leads from an Excel or CSV file.
• The system will auto-map fields for you. You can review or adjust mappings before finalizing.

Editing Leads​

Just click on any leads to open and edit its details. Inside, you can view:

• Chat and call history
• Contact details and insights
• Tags and internal notes
• Engagement activities