Add leads by hand or from a spreadsheet

Your agents only ring people who agreed to hear from your business. When you add leads yourself, you tell us where each one agreed.

2 min read

Add one lead by hand

1. Open Leads & Calls and choose Add, import or export.
2. Under Add a lead by hand, type the Full name, Mobile phone and, if you have it, Email.
3. Under Where did they agree to be called?, choose Website quote form, Facebook lead ad, In person / at an event, or On a phone call with us. Add When.
4. Tick the box that confirms they agreed to get calls and texts from your business, including from an AI assistant.
5. Under Which agent?, choose to call now or just save, don't call.
6. Press Add and have Alex call (the button names Your agent).

Import a CSV file

1. On the same page, under Import a CSV, press Download a sample file if you want a ready layout.
2. Drop your file in the box, or choose it.
3. Under Match your columns, tell us where each column goes: Name, Phone, Email, Where they agreed, Extra detail for the agent, or Don't import.
4. Check the Preview. Rows with no phone are skipped, and people already in your leads are updated.
5. Tick the box confirming every person agreed to be called and texted by your business, including by an AI assistant.
6. Under After import, choose Just save them or have Your agent call them, 20 per hour.
7. Press Import.

Export your leads

1. Under Export, pick a date range.
2. Tick Include answers and summary and, if you want, Include links to recordings. Recording links work for 7 days.
3. Press Download CSV. It opens in Excel or Google Sheets.