Add Leads

Easily add new leads to your system and keep track of potential clients. With VisaFlo, you can quickly input lead details and stay organized for effective followup.

Written By Team Visaflo

Last updated About 5 hours ago

Add Leads

Easily add new leads to your system and keep track of potential clients. With VisaFlo, you can quickly input lead details and stay organized for effective follow-up.

Step 1: Enter the Leads section and click the ‘Add Lead’ button in the top right corner.

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Step 2: Fill in the lead information.

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Step 3: Now you’ve added your lead!

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Internal review notes before publishing

  • Add CSV/import guidance if leads can be imported.
  • Clarify required fields, especially email.
  • Add duplicate handling.