Capturing your first lead

Overview

Leads are the core of your CRM. Realatic supports multiple ways to capture leads so no enquiry is missed.

Method 1: Add Manually

Go to Leads from the sidebar

Click Add Lead (or press N)

Fill in: Name, Phone (+91), Email, Source, Project, Budget, Assigned To

Click Save

Method 2: Facebook Lead Ads

Connect your Facebook page to automatically capture leads from Lead Ad forms. See the detailed guide: Capturing leads from Facebook Lead Ads.

Method 3: Website Lead Form

Embed the Realatic lead capture widget on your website. See: Embedding lead capture form on your website.

Method 4: Bulk Import

Upload an Excel or CSV file with multiple leads:

Go to Leads > Import

Download the template

Fill in your lead data

Upload and map columns

Review and import

Every lead automatically gets a timeline entry showing when and how it was captured.