Managing Leads and Lists

Leads are the people your campaigns call. You can import them, organize them into lists, and tag them so the right campaign reaches the right people.

Import leads

1. Open Leads from the left navigation under Core Operations.
2. Choose to import, then upload your contacts.
3. Map your columns to fields like name and phone number.
4. Save the import into a list.

Organize leads

• Group leads into lists so a campaign can target a specific audience.
• Add tags to mark segments, such as a vertical or a source.
• Mark a lead as do-not-call to keep them out of future dialing.

Tips

• Clean your list before a campaign: remove duplicates and obviously bad numbers.
• When building a campaign with the assistant, it will ask which list or tag to target.