> ## Documentation Index
> Fetch the complete documentation index at: https://docs.ringingo.com/llms.txt
> Use this file to discover all available pages before exploring further.

# How to Create and Import Leads

> Add individual customer contacts manually or bulk import lead lists via CSV, then manage them from the Ringingo lead toolbar.

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

<iframe src="https://player.vimeo.com/video/1225930095" style={{ width: '100%', aspectRatio: '16/9', border: 0 }} allow="autoplay; fullscreen; picture-in-picture; clipboard-write; encrypted-media" allowFullScreen title="My Leads" />

## Creating a Single Lead (Agent View)

<Steps>
  <Step title="Open My Leads">
    Click **My Leads** in the left navigation menu.
  </Step>

  <Step title="Create a lead">
    Click **+ Create Lead**.
  </Step>

  <Step title="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.                          |
  </Step>

  <Step title="Save">
    Click **Save**.
  </Step>
</Steps>

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

## Importing Leads via CSV (Admin View)

<Steps>
  <Step title="Navigate to Leads">
    Navigate to **Lead Management → Leads** in the left sidebar menu.
  </Step>

  <Step title="Open import">
    Click **Import** in the toolbar.
  </Step>

  <Step title="Upload CSV">
    Upload a CSV file. The CSV must match the required field mapping template to pass import validation.
  </Step>

  <Step title="Map columns">
    Map CSV columns to platform fields and confirm.
  </Step>
</Steps>

<Tip>
  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.
</Tip>

## Lead Management Toolbar (Admin)

| 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.              |