In order to work on leads within your Quotevine account, it is essential to have access to lead management. If you currently don't have this access but need it, speak to your system administrator to get enabled for lead management.

As a system administrator, to enable lead management;

Access the 'Settings' section.

Click on 'users' and choose the specific user you wish to grant permission to.

Proceed to 'Lead Mgmt' and activate the toggle switch.

Click on 'Save'.

A lead can be manually entered in two ways:

Click the ‘Lead’ button on the side menu bar, and the following menu will be displayed:

Click on ‘Add Lead' at the top right of the 'Leads’ dropdown:

Complete as many fields as you can and simply click the ‘Save' or 'Save & Close' button.

If you click on 'Save & Close', the page reloads and displays the leads screen.

If you click on 'Save', the page refreshes and displays the buttons for 'Relationship view', 'Add note', 'Add task', 'Convert', 'Convert and view' and 'Kill Lead'.

Here is a detailed guide on adding a relationship. When you reach the 'Add Relationship' screen, proceed to the 'Status' section and choose 'Lead'.

After saving your selection, your leads will be accessible in the 'Leads' dropdown menu.

A List is a helpful feature that allows you to group your leads into a collection, making it particularly useful when dealing with a large number of leads during uploads.

There are two ways to create a list;

Click the ‘Lead’ button on the side menu bar, navigate to Lists and click on 'Add list'.

Indicate the name you would like to assign to the list in the description column.

Click on 'Save'.

When uploading the .csv file using dataloader, you will receive a prompt after the upload to specify whether you want to assign the file to an existing list or create a new list.

If you choose to create a new list, simply enter the desired name in the 'create a new list' column.

Click on 'Confirm' and once the upload process is complete, the list will be reflected in the list section.

Navigate to the list located on the Leads screen and choose the specific list you wish to view.

The subsequent page will present all the leads included in that selected list.

Feel free to work on any lead you select.

To delete a list, follow these steps:

If you have a lot of leads to input, then you may benefit from using the Dataloader functionality.

The Dataloader functionality would be used for uploading the lead data into quotevine.

Anyone can access the Dataloader but only an administrator can grant access, to do this the administrator must navigate to;

Settings > Users > Select user > Dataloader Access section, the lead Dataloader Type can be selected, and then added to the user profile by selecting “Add Dataloader Type”:

Before uploading a data, you would need to ensure that the .csv file you are uploading is in the same format with the template attached below.

When you're ready to upload your files, click ‘Settings’ in the menu, then click the ‘Dataloader’ button.

This will display a screen where you select the type of file you wish to upload:

Click on Next and a page would display where it would prompt you to choose the file you wish to upload

A page would display showing the preview of the .csv file you are uploading

There is also an option at the bottom to choose from 'an existing list' or 'create a new one'.

Upon clicking Confirm, your records will be seamlessly uploaded to Accelerate in the background. Once completed, you'll see a 'Thank You' page and you can choose to close your browser at any time. An email notification will be sent to the recipient specified during the upload process, confirming successful completion of the upload and outlining any encountered errors.

Upon receiving the email confirming successful completion, return to the leads screen and navigate to list.