Perfect field mapping + manual entry for high-value leads.
1. Field Matching (Bulk Upload)
After upload:
| Your Header | Map To | Action |
|---|
Mobile | phone | Select |
Full Name | first_name + last_name | Split |
Notes | custom_field | Create new |
- Go to Contacts → + Add Contact
- Fill:
- Phone:
+15559876543
- Name:
Sarah Johnson
- Tags:
vip, dental
- Custom Fields:
Budget: $50k, Source: Referral
- Click Save
3. Agency Workflow
| Step | Action |
|---|
| 1 | Add VIP lead in Master Account |
| 2 | Tag: client-xyz-vip |
| 3 | Assign to Client Portal |
| 4 | Client calls lead → AI uses custom fields in prompt |
All manual entries are real-time searchable in campaigns.
