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Getting Started

Importing your first lead list (CSV)

You can bulk-import leads using a CSV file. Follow these requirements for a smooth import:

  • Required Columns: name, phone (in E.164 format: +1234567890).
  • Optional Columns: email, company, tags.
  • File Format: Must be .csv (UTF-8 encoding recommended).

Go to the Leads page and click Import Leads to upload your file.

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