Request: The customer has reached out to us with their concern regarding an issue with saving leads.

Checklist:

• We must check if the customer has got an error message while saving the leads or gather a screenshot of the error message if not shared by the customer.

CASE 1: An error pops up while saving the leads stating that the leads could not be saved as it contains Numerical/Text.

Error message:

Procedure:

• In this case, we must go ahead check the field data type set from the Lead additional field configuration page.
  
  PARTNER CONFIGURATION>LEAD>FIELDS>LEAD ADDITIONAL FIELD CONFIGURATION
  
  
  
  
  
  
  
• If the field data type is set to Numeric, the lead should be entered in the Numeric format and not Numeric with decimal format as this would throw an error.
• If the customer wants the field to accept the leads in a Alphanumeric format, we can go ahead change the field data type to TEXT as it accepts alphanumeric inputs.

CASE 2: When there an error message "Unable to save the leads" asking to contact Kapture Support.

Checklist:

• We must check if the server is slow when the issue was raised by the customer.
• We must gather the lead details if the issue persists.

Procedure:

• We can go ahead and manually add the leads if the leads provided are below 10.
• If the number of leads to be saved is high, we can request the customer to provide the leads in an excel format so that we can upload the same.
• In order to upload the leads using excel, we can go ahead and use the "Import Customer Excel" option.
  
• We can then click on "Download Sample excel sheet" and add the provided information.
• Once we have added the relevant information, we can browse the file and click on "Upload Excel".
  
  

Action:

• Follow the mentioned procedure.
• If the issue persists, please raise this issue on JIRA | Team A.