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Lead Management & Tracking

How Can I Add Leads in MIZO CRM?

MIZO CRM offers multiple ways to add leads:

  1. Manually (One by One) : Go to the “Leads” section, click “Add Lead,” fill in details like name, mobile number, source, status, and assigned user, then save.
  2. Bulk Import (Excel or CSV Upload) : Use the “Import Leads” feature to upload existing lists from Excel or CSV files, map fields, and add all leads instantly.
  3. Auto-Capture from Facebook Lead Ads : Connect your Facebook Ad account to automatically fetch leads in real time, with instant tagging and assignment.
  4. Capture from Google Forms or Website : Connect Google Forms or your website forms via Webhook (configured by their team) to automatically capture submitted leads.
  5. Team Members Can Add Leads : Authorized users can also add leads, and managers can assign or reassign them based on permissions.

Can I Assign Leads to Specific Team Members in MIZO CRM?

Yes, you can assign leads manually to individual users or team members when adding or editing a lead. You can also filter leads by assigned member, track individual team activity, and control access based on user roles (e.g., Sales users see only their assigned leads, Admins have full access).       

How Do I Track Lead Status in MIZO CRM?

MIZO CRM simplifies lead status tracking through custom lead statuses, status-based filters, lead activity timelines & notes, team-wide visibility, and basic performance overviews. You can define your own stages like “New,” “In Progress,” “Converted,” filter leads by these statuses, and see a detailed timeline of actions for each lead. Admins can view the status of all leads across the team. 

Does MIZO CRM Support Lead Conversion Tracking?

Yes, MIZO CRM allows you to track lead conversions by marking successful leads using custom statuses like “Converted,” “Paid,” “Booked,” or “Enrolled.” You can customize these statuses to match your business. It provides basic conversion insights by allowing you to count converted leads, identify high-converting sources, and measure team performance through filters and exports. You can also tag and add notes to converted leads for further reference or hand-off.

Can I Import Existing Contacts or Leads into MIZO CRM?

MIZO CRM allows you to manage thousands of leads without any hard limits and is designed to scale with your needs. It can efficiently handle 10,000+ leads and remains fast and responsive even with large databases. Pricing is based on features and functionality, not on lead quantity. Converted, lost, or inactive leads remain stored in your CRM unless manually deleted, retaining full history for remarketing or reactivation.

How Many Leads Can I Manage in MIZO CRM?

MIZO CRM simplifies lead status tracking through custom lead statuses, status-based filters, lead activity timelines & notes, team-wide visibility, and basic performance overviews. You can define your own stages like “New,” “In Progress,” “Converted,” filter leads by these statuses, and see a detailed timeline of actions for each lead. Admins can view the status of all leads across the team. 

Can I See the Lead Source in MIZO CRM?

Yes, MIZO CRM allows you to track the lead source for every entry, such as Facebook/Instagram Ads, Google Forms/Website Inquiries, Walk-ins/Phone Calls, Referrals, or Manual Data Entry. The “Lead Source” field is visible in each lead profile and can be edited manually. For integrated platforms like Facebook Lead Ads and website forms, the source is auto-tagged. You can filter and monitor leads by source in the dashboard to understand campaign performance.