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Manage Leads

Leads are contacts who will receive calls in your campaigns. You can import leads from CSV files or CRM systems, manage them, and use them to create campaigns.

Accessing Leads​

Navigate to Leads in the main menu to view and manage all leads in your workspace.

Importing Leads​

From CSV​

  1. Click Import Leads
  2. Select CSV as the import source
  3. Click Select File and choose your CSV file
  4. Preview the CSV columns and sample data
  5. Map CSV columns to lead fields:
    • Name: Contact name
    • Company: Company name
    • Phone: Phone number (E.164 format recommended)
    • Country ISO: ISO country code (e.g., "US", "IT")
    • Preferred Language: Language code (e.g., "en-US", "it-IT")
    • Role: Contact role
    • Nature: B2B, B2C, unknown, or personal
    • Consent Status: granted, denied, or unknown
    • Consent Basis: Basis for consent
    • Metadata: Additional custom fields
  6. Set per-row consent values if needed
  7. Select which rows to import (checkboxes)
  8. Click Import Selected to import leads

From CRM Systems​

Supported CRM systems:

  • HubSpot (Contacts and Companies)
  • Zoho CRM (Contacts)
  • Google Contacts
  • Microsoft Contacts
  • Freshsales (Contacts)
  • Agile CRM (Contacts)
  1. Click Import Leads
  2. Select your CRM system
  3. If not connected, you'll be redirected to connect the integration
  4. Browse and select contacts from your CRM
  5. Set consent values if needed
  6. Select which contacts to import
  7. Click Import Selected to import leads

Viewing Leads​

The leads table displays:

  • Name: Contact name
  • Company: Company name
  • Phone: Phone number with country flag
  • Country: Country code
  • Language: Preferred language
  • Role: Contact role
  • Nature: B2B, B2C, unknown, or personal
  • Consent Status: granted, denied, or unknown
  • Created At: When the lead was created
  • Campaign: Associated campaign (if any)

Filtering Leads​

Quick Filters​

Use the filter button to apply filters:

  • Campaign: Filter by associated campaign
  • Country: Filter by country ISO code
  • Language: Filter by preferred language
  • Role: Filter by contact role
  • Nature: Filter by B2B/B2C
  • Consent Status: Filter by consent status
  • Created By: Filter by user who created the lead

Date Range Filter​

  1. Click the Calendar icon
  2. Select a start date and end date
  3. Click Apply to filter leads created within that range

Use the search bar to search by name, company, or phone number.

Bulk Operations​

Bulk Edit​

  1. Select multiple leads using checkboxes
  2. Click Bulk Edit
  3. Update fields:
    • Nature: B2B, B2C, unknown, or personal
    • Consent Status: granted, denied, or unknown
    • Consent Basis: Basis for consent
    • Role: Contact role
    • Preferred Language: Language code
  4. Click Apply to update all selected leads

Bulk Delete​

  1. Select multiple leads using checkboxes
  2. Click Delete (trash icon)
  3. Confirm the deletion

Creating Individual Leads​

  1. Click Create Lead
  2. Fill in the form:
    • Name: Contact name (required)
    • Company: Company name (optional)
    • Phone: Phone number in E.164 format (required)
    • Country ISO: ISO country code (optional)
    • Preferred Language: Language code (optional)
    • Role: Contact role (optional)
    • Nature: B2B, B2C, unknown, or personal (optional)
    • Consent Status: granted, denied, or unknown (optional)
    • Consent Basis: Basis for consent (optional)
  3. Click Create to add the lead

Editing Leads​

  1. Click on a lead row to view details
  2. Click Edit to modify the lead
  3. Update fields as needed
  4. Click Save to save changes

Deleting Leads​

  1. Select one or more leads
  2. Click Delete (trash icon)
  3. Confirm the deletion

Note: Deleting leads will remove them from associated campaigns. Make sure no active campaigns depend on these leads.

Exporting Leads​

  1. Click the Download icon
  2. A CSV file will be downloaded with all visible leads
  3. The file includes all columns from the table

Understanding Compliance Warnings​

Leads may show compliance warnings:

  • DNC Check Required: Lead's country requires DNC registry check
  • Consent Required: Lead's country requires explicit consent
  • Quiet Hours: Call would violate quiet hours restrictions

These warnings help you ensure compliance before making calls.

Best Practices​

  1. Use E.164 format: Format phone numbers as +[country code][number] (e.g., +14155551234)
  2. Set consent properly: Always set consent status and basis for compliance
  3. Organize by campaign: Use campaign filters to view leads for specific campaigns
  4. Regular cleanup: Remove duplicate or invalid leads regularly
  5. Bulk operations: Use bulk edit to update multiple leads efficiently
  6. CRM sync: Connect CRM systems for automatic lead synchronization

Troubleshooting​

Import Fails​

  • Check CSV format and column mapping
  • Verify phone numbers are in correct format
  • Ensure required fields are mapped
  • Check file size limits

Leads Not Showing​

  • Check filters are not too restrictive
  • Verify date range includes lead creation dates
  • Clear filters and search again

Compliance Warnings​

  • Review compliance rules for the lead's country
  • Update consent status if needed
  • Check quiet hours settings