Docs · Leads & Prospecting

How do I import a lead list?

Use the Bulk Import wizard on the Prospects page to upload a CSV or Excel file.

Steps

  1. Go to Prospects and click Bulk Import (or open /prospecting/prospects/bulk-import).
  2. Upload: drag in or choose a .csv, .xlsx, or .xls file. Only first_name is required.
  3. Confirm Columns: rename a column by clicking its header (e.g. column_3 → phone) so it auto-maps; anything you leave unmapped is saved into the lead's Notes.
  4. Map: set the batch defaults — Primary Owner (Assigned To), optional Setter/Closer, Default Source, the Primary Product Intent, and "Auto-enroll into AI SMS Outbound" (on by default).
  5. Preview shows a duplicate pre-flight, then run the import. Leads land in Prospects; review batches under Imports.

There's no template to download — the importer auto-maps common headers. You can enter a cost-per-lead + vendor to track ROI.

Where this lives in the app

Open this screenOpens in the app

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