There are 2 ways to add leads.
- Single add
- Import bulk
Single add
- Click the Leads icon on the side menu bar
- Click on the New Lead button on the top right-hand corner
- Key in all the necessary information and click Create
Note: If you don't find the suitable fields you are looking to fill up, customise them at the All Fields Settings page.
Import bulk
- Click the Leads icon on the side menu bar
- Click on the ▼ arrow next to the New Lead button on the top right-hand corner, click Import leads
- Download the Sample CSV
- Copy and paste to CSV or fill up CSV
- Make sure all required fields are filled up
- Make sure the value of the fields are in the correct format (eg. number fields contain numbers)
- Rename and save the CSV file
- Click Attach File
- Select the desired file
- Click Import
Edit a lead by clicking on the Edit button at the lead information section or use our quick edit by clicking on the exact fields.
Delete a lead by clicking on the ellipsis at the lead profile page located at the top right-hand corner.
When importing, the system only accepts the following fields. Please make sure the input is valid
# | MHub CRM field | Header of your csv column | Format or value accepted |
1 | Title | title | Any |
2 | Full name | full_name | Any |
3 | Preferred name | preferred_name | Any |
4 | Mobile | mobile_country_code |
Fill in country code |
5 | Mobile |
mobile |
Numbers in plain text format |
6 |
|
Email format only |
|
7 | Date of birth |
date_of_birth |
YYYY-MM-DD |
8 | MyKad (NRIC) |
nric |
Numbers only |
9 | Passport number |
passport |
Alphanumeric |
10 | Nationality |
nationality_country_code |
Fill in country code |
11 | Gender |
gender |
male, female, n/a |
12 | Race |
race |
malay, chinese, indian, kadazan_dusun, bajau, murut, iban, bidayuh, melanau, orang_ulu, others, n/a |
13 | Marital status |
marital_status |
single, married, divorced, widowed, separated, n/a |
14 | Bumiputera status |
bumi |
yes, no, n/a, bumiputera, non_bumiputera, not_applicable |
15 | Address 1 |
address_1 |
Any |
16 | Address 2 |
address_2 |
Any |
17 | Country |
country_code |
Fill in country code |
18 | State |
state |
Any |
19 | City |
city |
Any |
20 | Postcode |
postcode |
Any / Numbers |
21 | Buyer type |
buyer_type |
first_time_buyer, repeat_buyer, future_buyer |
22 | Source |
source |
billboard_poster, event, facebook, listing_portals, instagram, iproperty, referral, walk_in, website |
23 | Assignee |
assigned_to |
Use the user email |
24 | Project name |
project_id |
Copy and paste the alphanumeric project ID located at the back of the URL in the project page at the Showroom app. |
25 | Campaign name |
campaign_id |
Copy and paste the alphanumeric campaign ID located at the back of the URL in the campaign page. |
26 | Company address |
company_address |
Any |
27 | Company name |
company_name |
Any |
28 | Company contact number |
company_phone |
Any |
29 | Monthly income |
monthly_income |
Numbers only |
30 | Occupation |
occupation |
Any |
31 | Emergency name |
emergency_contact_name |
Any |
32 | Emergency mobile |
emergency_contact_mobile |
Numbers only |
33 | Emergency email |
emergency_contact_email |
Email format only |
34 | Emergency MyKad (NRIC) |
emergency_contact_nric |
Numbers only |
35 | Emergency relation |
emergency_contact_relation |
Any |
36 | Custom fields |
Any custom fields |
Make sure they are named exactly the same. Replace the spaces with "_" Eg. Custom_field, favourite_food, Preferred_view, etc |
List of supported country codes
Afghanistan | AF |
ÅlandIslands | AX |
Albania | AL |
Algeria | DZ |
AmericanSamoa | AS |
Andorra | AD |
Angola | AO |
Anguilla | AI |
Antarctica | AQ |
AntiguaandBarbuda | AG |
Argentina | AR |
Armenia | AM |
Aruba | AW |
Australia | AU |
Austria | AT |
Azerbaijan | AZ |
Bahamas | BS |
Bahrain | BH |
Bangladesh | BD |
Barbados | BB |
Belarus | BY |
Belgium | BE |
Belize | BZ |
Benin | BJ |
Bermuda | BM |
Bhutan | BT |
Bolivia | BO |
Bonaire,SintEustatiusandSaba | BQ |
BosniaandHerzegovina | BA |
Botswana | BW |
BouvetIsland | BV |
Brazil | BR |
BritishIndianOceanTerritory | IO |
BruneiDarussalam | BN |
Bulgaria | BG |
BurkinaFaso | BF |
Burundi | BI |
Cambodia | KH |
Cameroon | CM |
Canada | CA |
CapeVerde | CV |
CaymanIslands | KY |
CentralAfricanRepublic | CF |
Chad | TD |
Chile | CL |
China | CN |
ChristmasIsland | CX |
Cocos(Keeling)Islands | CC |
Colombia | CO |
Comoros | KM |
Congo | CG |
Congo,theDemocraticRepublicofthe | CD |
CookIslands | CK |
CostaRica | CR |
Côted'Ivoire | CI |
Croatia | HR |
Cuba | CU |
Curaçao | CW |
Cyprus | CY |
CzechRepublic | CZ |
Denmark | DK |
Djibouti | DJ |
Dominica | DM |
DominicanRepublic | DO |
Ecuador | EC |
Egypt | EG |
ElSalvador | SV |
EquatorialGuinea | GQ |
Eritrea | ER |
Estonia | EE |
Ethiopia | ET |
FalklandIslands(Malvinas) | FK |
FaroeIslands | FO |
Fiji | FJ |
Finland | FI |
France | FR |
FrenchGuiana | GF |
FrenchPolynesia | PF |
FrenchSouthernTerritories | TF |
Gabon | GA |
Gambia | GM |
Georgia | GE |
Germany | DE |
Ghana | GH |
Gibraltar | GI |
Greece | GR |
Greenland | GL |
Grenada | GD |
Guadeloupe | GP |
Guam | GU |
Guatemala | GT |
Guernsey | GG |
Guinea | GN |
Guinea-Bissau | GW |
Guyana | GY |
Haiti | HT |
HeardIslandandMcDonaldIslands | HM |
HolySee(VaticanCityState) | VA |
Honduras | HN |
HongKong | HK |
Hungary | HU |
Iceland | IS |
India | IN |
Indonesia | ID |
Iran | IR |
Iraq | IQ |
Ireland | IE |
IsleofMan | IM |
Israel | IL |
Italy | IT |
Jamaica | JM |
Japan | JP |
Jersey | JE |
Jordan | JO |
Kazakhstan | KZ |
Kenya | KE |
Kiribati | KI |
Korea,DemocraticPeople'sRepublicof | KP |
RepublicofKorea | KR |
Kuwait | KW |
Kyrgyzstan | KG |
LaoPeople'sDemocraticRepublic | LA |
Latvia | LV |
Lebanon | LB |
Lesotho | LS |
Liberia | LR |
Libya | LY |
Liechtenstein | LI |
Lithuania | LT |
Luxembourg | LU |
Macao | MO |
Macedonia | MK |
Madagascar | MG |
Malawi | MW |
Malaysia | MY |
Maldives | MV |
Mali | ML |
Malta | MT |
MarshallIslands | MH |
Martinique | MQ |
Mauritania | MR |
Mauritius | MU |
Mayotte | YT |
Mexico | MX |
Micronesia | FM |
Moldova | MD |
Monaco | MC |
Mongolia | MN |
Montenegro | ME |
Montserrat | MS |
Morocco | MA |
Mozambique | MZ |
Myanmar | MM |
Namibia | NA |
Nauru | NR |
Nepal | NP |
Netherlands | NL |
NewCaledonia | NC |
NewZealand | NZ |
Nicaragua | NI |
Niger | NE |
Nigeria | NG |
Niue | NU |
NorfolkIsland | NF |
NorthernMarianaIslands | MP |
Norway | NO |
Oman | OM |
Pakistan | PK |
Palau | PW |
Palestine | PS |
Panama | PA |
PapuaNewGuinea | PG |
Paraguay | PY |
Peru | PE |
Philippines | PH |
Pitcairn | PN |
Poland | PL |
Portugal | PT |
PuertoRico | PR |
Qatar | QA |
Réunion | RE |
Romania | RO |
RussianFederation | RU |
Rwanda | RW |
SaintBarthélemy | BL |
SaintHelena,AscensionandTristandaCunha | SH |
SaintKittsandNevis | KN |
SaintLucia | LC |
SaintMartin(Frenchpart) | MF |
SaintPierreandMiquelon | PM |
SaintVincentandtheGrenadines | VC |
Samoa | WS |
SanMarino | SM |
SaoTomeandPrincipe | ST |
SaudiArabia | SA |
Senegal | SN |
Serbia | RS |
Seychelles | SC |
SierraLeone | SL |
Singapore | SG |
SintMaarten(Dutchpart) | SX |
Slovakia | SK |
Slovenia | SI |
SolomonIslands | SB |
Somalia | SO |
SouthAfrica | ZA |
SouthGeorgiaandtheSouthSandwichIslands | GS |
SouthSudan | SS |
Spain | ES |
SriLanka | LK |
Sudan | SD |
Suriname | SR |
SvalbardandJanMayen | SJ |
Swaziland | SZ |
Sweden | SE |
Switzerland | CH |
SyrianArabRepublic | SY |
Taiwan,ProvinceofChina | TW |
Tajikistan | TJ |
Tanzania | TZ |
Thailand | TH |
Timor-Leste | TL |
Togo | TG |
Tokelau | TK |
Tonga | TO |
TrinidadandTobago | TT |
Tunisia | TN |
Turkey | TR |
Turkmenistan | TM |
TurksandCaicosIslands | TC |
Tuvalu | TV |
Uganda | UG |
Ukraine | UA |
UnitedArabEmirates | AE |
UnitedKingdom | GB |
UnitedStates | US |
UnitedStatesMinorOutlyingIslands | UM |
Uruguay | UY |
Uzbekistan | UZ |
Vanuatu | VU |
Venezuela | VE |
Vietnam | VN |
VirginIslands,British | VG |
VirginIslands,U.S. | VI |
WallisandFutuna | WF |
WesternSahara | EH |
Yemen | YE |
Zambia | ZM |
Zimbabwe | ZW |