How to Create and Import Leads

Leads are individual customer contact records. They can be created manually or imported in bulk via CSV.

Creating a Single Lead (Agent View)

Open My Leads

Click My Leads in the left navigation menu.

Create a lead

Click + Create Lead.

Fill in the form

Fill in the form:

Field	Notes
First Name / Last Name	Customer’s full name. At least one is required.
Phone Code / Phone No.	Country code and phone number. Phone number is required to make calls.
Gender / Address / City / State	Optional customer details.
Country / Province / Postal Code	Location information.
Date of Birth	Optional. Used for identity verification in some campaigns.
Email	Customer’s email address.
Alt Phone No.	An alternative contact number.
Notes	Free-text field for any relevant information.

Save

Click Save.

Always fill in the Phone Code and Phone No. fields. Without them the dialler cannot call the lead.

Importing Leads via CSV (Admin View)

Navigate to Leads

Navigate to Lead Management → Leads in the left sidebar menu.

Open import

Click Import in the toolbar.

Upload CSV

Upload a CSV file. The CSV must match the required field mapping template to pass import validation.

Map columns

Map CSV columns to platform fields and confirm.

When importing leads via CSV, ensure the Phone Number column contains only numeric digits without spaces, dashes, or country code prefixes (unless the Phone Code field is separately defined in the mapping). Malformed numbers are being rejected during import validation.

Action	Description
+ Create Lead	Opens a form to manually enter a single new lead record.
Batch Update	Allows bulk modification of lead status, campaign assignment, or lead group.
Delete	Permanently removes selected lead records. Cannot be undone.
Filters	Apply multi-criteria filters by campaign, lead group, status, date range, or agent.
Export	Download the current filtered lead set as a CSV file.
Import	Upload a CSV file of new leads.
Column Mapping	Configure which fields are displayed as columns in the lead list view.

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Get Started

How-to Guide

Dashboards

Users and Access

Call Routing

Campaigns

Leads

Messaging

Agent Workspace

Reports and Recording

Settings

Reference

Creating a Single Lead (Agent View)

Importing Leads via CSV (Admin View)

​Creating a Single Lead (Agent View)

​Importing Leads via CSV (Admin View)

​Lead Management Toolbar (Admin)

Creating a Single Lead (Agent View)

Importing Leads via CSV (Admin View)

Lead Management Toolbar (Admin)