Lists & Leads

Lists are containers for leads (contacts) that get assigned to campaigns for dialing. Each list belongs to one campaign and holds the phone numbers, names, and other data that agents will work through.

Creating a List

1. Navigate to Lists in the sidebar
2. Click New List
3. Enter a list name and description
4. Assign it to a campaign
5. Import leads via CSV

Importing Leads

CSV Upload

1. Click Import on any list
2. Upload your CSV file
3. Map columns — match your CSV headers to system fields (first name, last name, phone, email, etc.)
4. Configure options:
   • Duplicate checking — skip or update existing leads
   • Phone number formatting — automatic cleanup
5. Click Import — progress bar shows completion

Note

The column mapper remembers your mappings. If you regularly import files with the same format, the system will auto-detect and pre-fill the field mappings after your first import.

Required Fields

• Phone number — at minimum, each lead needs a dialable phone number

Recommended Fields

• First name, last name
• Address, city, state, zip
• Email
• Any custom fields relevant to your campaign

List Statistics

Each list shows:

• Total leads — number of records
• Dialable — leads eligible for dialing
• Penetration rate — percentage of leads contacted
• Status breakdown — how many leads in each disposition

Tip

A high penetration rate with low conversion may indicate list quality issues. A low penetration rate means you still have untouched leads to work — check that your campaign is active and agents are logged in.

List Operations

Action	Description
Export	Download leads as CSV with field selection
Reset Statuses	Reset lead dispositions for re-dialing
Move Leads	Transfer leads between lists
Delete	Remove the list and its leads

Caution

Reset Statuses will make all leads in the list dialable again, including those previously dispositioned as Do Not Call or Not Interested. Review your status selections carefully before resetting to avoid compliance issues.

Lead Recycling

Leads that receive certain dispositions (No Answer, Busy, Voicemail) can be automatically recycled for re-dialing:

• Configure retry attempts per disposition
• Set wait intervals between attempts
• Define time windows for recycled calls
• Recycling rules are configured per campaign per disposition

See Contact CRM for advanced lead management features including segments, scoring, deduplication, and bulk operations.