Bulk upload leads via CSV

Import large prospect lists without manual data entry.

Before you start

• Prepare a CSV file with headers: Name, Email, Company, Value, Source, Type, etc.
• Maximum 2 000 rows per upload.

Steps

1. Inside Leads, click the Upload icon (arrow-up) near the Search bar.
2. In the Bulk Upload Leads modal, drag-and-drop your CSV file or browse to select it.
3. Map each CSV column to a platform field if prompted.
4. Click Start Upload.
5. A progress widget appears bottom-right showing records processed in real-time.
6. Feel free to continue working—the upload runs in the background.
7. When finished you'll see a summary toast with successes and any errors.

Tips

• Use chunks of ≤ 50 leads for faster processing.
• Include a Status column to drop new leads directly into stages like Qualified.

Troubleshooting

• Invalid headers – ensure header names match or map them correctly.
• Upload stalled – close and reopen the upload widget to resume or retry.