Import thousands of leads instantly. Supports CSV, Excel, Google Sheets, and copy-paste.
1. Prepare Your File
| Required | Column Name | Example |
|---|
| Yes | phone | +15551234567 |
| Yes | first_name | John |
| Optional | last_name | Smith |
| Optional | email | [email protected] |
| Optional | tags | hot-lead, real-estate |
Download template.csv from platform
2. Upload Methods
| Method | Steps |
|---|
| CSV/Excel | Drag & drop → Auto-map fields |
| Google Sheets | Paste URL → Live sync |
| Copy-Paste | Paste 100+ rows → Instant import |
3. Map Fields
| Your Column | Map To |
|---|
Phone Number | phone |
First | first_name |
Lead Source | tags |
4. Client Assignment (Agency)
- Upload to Master Account
- Clone List →
ClientX - Q4 Leads
- Assign to Client Portal
- Client sees only their leads — no cross-data
Use tags like client-abc to filter in campaigns.
