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Leads · Importation and control

How to import, organize, and monitor leads

Upload leads from Excel or CSV, review their status, and control their distribution among operators.

10 min

  1. Step 1

    Prepare and import the file

    Open «Assign Leads», select an Excel or CSV file, review the preview, and link each column with the correct field before importing.

    Prepare and import the file
  2. Step 2

    Review and filter the list of leads

    Open «Leads» and use the status, country, product, operator, and date filters. Configure the visible columns to focus on operational data.

    Review and filter the list of leads
  3. Step 3

    Monitor assignment and performance

    In «Control Panel», review the distribution, statuses, and performance by operator. Investigate any unassigned volume before starting a campaign.

    Monitor assignment and performance

Before importing, verify the phone format, country, and required columns. Perform a small test first to confirm the mapping.