Manage Lead and Actions in Oorwin: View, Create Notes & Tasks; Send email & Documents; Upload, Export & Merge leads

View Lead Details 

Navigation 

Sales → Leads → Select Lead 

Steps 

1. Navigate to Sales → Leads. 

2. Click the Lead Name. 

3. The Lead Profile page will open. 

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Create Notes for a Lead 

Navigation 

Sales → Leads → Select Lead → Lead Profile → Notes 

Steps 

1. Navigate to Sales → Leads. 

2. Click the Lead Name to open the Lead Profile. 

3. Click Notes. 

4. Click Add Note. 

5. Enter note details. 

6. Click Save. 

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Create Tasks for a Lead 

Navigation 

Sales → Leads → Select Lead → Lead Profile → Tasks 

Steps 

1. Navigate to Sales → Leads. 

2. Open the Lead Profile. 

3. Click Tasks. 

4. Click Add Task. 

5. Enter task details such as: 

1. Task name 

2. Due date 

3. Priority 

6. Click Save. 

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Send Email to Lead 

Navigation 

Sales → Leads → Lead Record → Three-Dot Menu → Compose Mail 

Steps 

1. Navigate to Sales → Leads. 

2. Locate the lead. 

3. Click the three-dot menu. 

4. Select Compose Mail. 

5. Enter email subject and message. 

6. Click Send. 

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Send Documents to Lead 

Navigation 

Sales → Leads → Select Lead → Lead Profile → Send Document 

Steps 

1. Navigate to Sales → Leads. 

2. Click the Lead Name to open the Lead Profile. 

3. Click Send Document. 

4. Select the document template. 

5. Set due date if required. 

6. Click Send. 

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Upload Leads Using Excel 

Navigation 

Sales → Leads → Three-Dot Menu (Top Right) → Upload Excel 

Steps 

1. Navigate to Sales → Leads. 

2. Click the three-dot menu (top right). 

3. Click Upload Excel. 

4. Upload the prepared Excel file. 

5. Map the fields. 

6. Click Upload. 

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Export Leads 

Navigation 

Sales → Leads → Three-Dot Menu (Top Right) → Export Leads 

Steps 

1. Navigate to Sales → Leads. 

2. Click the three-dot menu (top right). 

3. Select Export Leads. 

4. Choose the fields. 

5. Select file format (Excel or CSV). 

6. Click Export. 

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Merge Duplicate Leads 

Navigation 

Sales → Leads → Merge Leads 

Steps 

1. Navigate to Sales → Leads. 

2. Click Merge Leads. 

3. Search and select duplicate leads. 

4. Click Next. 

5. Select the master lead record. 

6. Click Merge. 

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Lead Actions (Three-Dot Menu) 

Each lead has an action menu that allows you to perform multiple actions without opening the lead. 

To access lead actions: 

• Click on the three-dot menu next to a specific lead. 

Available actions include: 

• Change Stage 

• Edit 

• Archive 

• Add Opportunity 

• Add to List 

• Compose Mail 

• Move to Candidate 

• Move to Pool 

• Follow-up 

• Send Documents 

Use these options to quickly manage individual leads.