MIZO CRM gives you multiple easy ways to add and manage leads — whether manually, in bulk, or through popular integrated platforms like Facebook or Google Forms.
✷ Manually Add Leads (One by One)
🔹Go to the “Leads” section in your dashboard
🔹Click on “Add Lead”
Fill in lead details like :
🔹Name
🔹Mobile number
🔹Source (Facebook, referral, walk-in, etc.)
🔹Lead Status (New, Contacted, Converted, etc.)
🔹Assigned User (if any)
Then click Save — and your lead is now in the system.
If you already have a list of leads in Excel or CSV format :
🔹Go to “Import Leads”
🔹Download the sample format (if provided)
🔹Enter your data and upload the file
🔹Map fields like Name, Phone, Status, Source
🔹Submit to instantly add all leads to your CRM
Perfect for events, campaigns, or migrating from another system.
Running Facebook or Instagram ads with lead forms?
🔹Connect your Facebook Ad account to Mizo CRM
🔹Leads are automatically fetched in real time
🔹Tag or assign them instantly inside the CRM
No need for manual data entry — leads flow in as they submit the form.
You can connect Google Forms or your website form using a Webhook (configured by our team) :
🔹Fill out the lead form on your site
🔹Lead details are pushed into MIZO CRM
🔹View and follow up from your dashboard
Ideal for education consultants, service providers, and real estate websites.
Your sales or support team can also add leads :
🔹Each authorized user has access to the “Add Lead” feature
🔹Managers can assign or reassign leads as needed
🔹Permissions can be controlled by role (e.g., Sales Executive, Manager)
