The Leads module in iSmartRecruit functions like a Sales CRM, allowing you to manage your entire sales pipeline efficiently. You can store detailed company and contact information, track communication history, and streamline your lead management—all in one place. Follow the steps below to add a lead into the system.
Written by Disha
From the left-hand side menu, click on Leads.
You’ll be redirected to the Manage Lead screen.
Click the + icon at the top of the screen.
Select Add Lead from the dropdown.
This will open the Lead Form.
Fill in the required fields such as lead name, company, contact information, etc.
Click Save to add the lead to the system.
Once saved, the lead will appear on the Manage Lead screen. You can switch between views for better visualisation:
Grid View – Displays leads in card format
List View – Displays leads in a structured table format
If you need assistance with using or configuring the notes feature, please contact our support team at [email protected].
