Step 1: Create a Lead Form
A lead form is basically the structure of your database, think of it's role as if you were making a spreadsheet and adding column headings.
Click Database manager >> Manage Lead Forms
Add the fields you feel are relevant to your objective perhaps drop downs to later segment and filter your data. When you're done give the form a name and click Save.
Hint: Drop downs are a great way to set deal stages in Sanity OS and can be viewed easily in reports and for filtering later.
Step 2: Create a Database
This is for importing your leads, contacts or prospects into- If you don't have any don't worry follow the steps below anyway
Click Database Manager >> Create a New Database
Give your database a name (eg Customers or Leads or Candidates.etc). Choose who you want to have access to the Database (don't worry you can change this later). Now select the lead form we built earlier and click next to import your spreadsheet.
You can now import your spreadsheet (make sure its a .csv file), when you have click next to map your Spreadsheet and submit when you're finished.
NOTE: Once your Database is created you can also click the + located besides the Sanity OS logo to add a contact/lead manually.
Hurrah! You can now view your leads and contacts
Lead Management >> Leads and Contacts
You can click any record in the list to view an immediate snapshot of any activity then open it by clicking the edit button.