Managing your leads effectively is key to maintaining a productive sales pipeline. In Calley, you have the flexibility to add leads manually, whether you're dealing with new contacts from recent events, referrals, or quick inquiries. This feature ensures that your call lists are always up-to-date, allowing you to stay connected with potential clients effortlessly.

Calley allows you to add leads either to an empty list or an existing list, depending on your requirements.

Adding Leads in Calley Pro

In Calley Pro, you can manually add leads to a call list if the list contains fewer than 2,000 records. This feature helps solo users manage their leads efficiently without bulk imports.

Steps to Add Leads Manually in Calley Pro:

1. Login to web panel, you will be redirected to Dashboard.
   
   
   
   

2. Navigate to Call List and Click on Manage Existing Lists.
   
   
   
   

3. Select an existing list or create a new empty list.
   
   
   
   

4. Click on the "Manually" button.
   
   
   
   

5. Fill in the lead details, such as Name, Phone Number, Email, and Click on Submit.
   
   
   
   

6. Click on OK.
   
   
   
   

7. Now you can see the Lead added to your call list.
   
   
   
   

Adding Leads in Calley Teams

In Calley Teams, you can manually add leads to an existing list if the list contains fewer than 10,000 records. Additionally, you can assign leads to specific agents within your team.

Steps to Add Leads Manually in Calley Teams:

1. Login to web panel, you will be redirected to Dashboard.
   
   
   
   

2. Navigate to Call List and Click on Manage Existing Lists.
   
   
   
   

3. Select an existing list or create a new empty list.
   
   
   
   

4. Click on the "Manually" button.
   
   
   
   

5. Fill in the lead details, such as Name, Phone Number, Email and select agent you want to assign. Click on Submit.
   
   
   
   

6. Click on OK.
   
   
   
   

7. Now you can see the Lead added to your call list.
   
   
   
   

Key Points to Remember

• In Calley Pro, manual lead addition is possible only if the list has less than 2,000 records.

• In Calley Teams, you can add leads manually if the existing list has less than 10,000 records.

• Leads can be added to both empty and existing lists.

• In Teams, you have the flexibility to assign leads to specific agents, enhancing team collaboration.

Benefits for Sales Teams

• Quick Lead Updates: Instantly add new leads without waiting for bulk imports.

• Flexible Management: Add leads to empty or existing lists as needed.

• Targeted Assignment: Assign leads to specific agents in Teams for personalized follow-ups.

• Faster Response Time: Quickly add hot leads and follow up promptly to boost conversions.

Manually adding leads in Calley empowers sales teams to maintain an up-to-date and organized lead database. Whether you're working solo in Calley Pro or managing a large team with Calley Teams, this feature ensures smooth lead management and better sales outcomes. Stay proactive, manage your leads effectively, and maximize your conversion potential with Calley.

If you encounter any issues, refer to the support section or contact the Calley support team for assistance.

If you encounter any issues or need assistance, please reach out to us at support@getcalley.com or Request a demo. Our team is happy to help!