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.