Lead Lists

Lead Lists Overview

A Lead List is a collection of leads or contacts used for outbound call broadcasts. It helps businesses efficiently manage and target their audience for communication. Lead lists ensure calls reach the right contacts, improving engagement and response rates. They are essential for organizing and segmenting customers for various campaigns.

Getting Started with Lead Lists

• To go to Lead Lists to your Smartflo account, first log in using your unique User ID and Password. Once logged in, you will be directed to the main dashboard. From there, locate the navigation menu on the left-hand side of the screen and click on "Services" then “Outbound Services”. A set of options opens up. One of these options is the “Lead Lists".

1. Logs of Upload Leads

• To view the logs of upload leads, follow the below steps:

1. Click on the Services tab on the side navigation.
2. Click Outbound Services and select Lead Lists.
3. A list of all the Lead Lists appears along with the relevant details.
4. Click on Logs of Upload Leads.

2. Master Upload

• Master Upload-Add a set of leads to all existing lead lists by uploading a CSV file containing all leads you wish to add.

1. Click on the Master Upload button in the top-right corner.

2. Click on Download Sample Master CSV to download a Sample file.

3. Add the numbers (leads) to the sample file, then save the file.

4. Click on Master Upload(CSV) and upload the file.

5. Choose whether you wish to Skip (ignore duplicates), Overwrite (update existing records with new data), or Clone (create duplicate entries for the same record).

6. Choose whether to check duplicates in either This List (only within the current list) or All Lists (across all available lists) to ensure no duplicate records are added.

7. Click on Save.

3. Master Delete

• Master Delete-Delete a set of leads from all existing lead lists by uploading a CSV file containing all leads you wish to remove.

1. Click on the Master Delete button in the top-right corner.

2. Click on Download Sample Master CSV to download a Sample file.

3. Add the numbers (leads) to the sample file, then save the file.

4. Click on Upload Master Delete(CSV).

5. Upload the Master Delete file.

6. Choose whether to delete the leads through Lead ID or Phone Number

7. Click on Save.

📘

*Leads which are currently active and where call is being attempted will not be deleted.

4. List of Lead Lists

The table displays a list of all Lead Lists with the following information:

5. Add Lead List

• To add a Lead List, follow the below steps:

1. Click on the Services tab on the side navigation.
2. Click Outbound Services and select Lead Lists.
3. A list of all the Lead Lists appears along with the relevant details.
4. Click on Add Lead List.

• The following screen will appear, prompting you to complete the necessary fields as shown in the screenshot below.

5. Enter the name and description and create custom fields for your lead list by adding them under Create Field Map for Leads.
   1. You can add more field maps by clicking the Add More button.
   2. You can Enable Outbound Skill-Based Routing for a lead list, and then select a skill list from the dialer skill list to assign specific skills to the leads for better routing to the appropriate agents.

📘

The account admin can add up to 29 custom fields. By clicking "Add More," a new custom field is created, which can be named to include additional contact details as needed.

6. Once done, click the Save button.

• Once the lead list is created, you can perform the below operations on it.

• To Add Leads One by One Manually:

1. Select the created Lead List.

2. Click on Add Lead.

3. Enter the Lead Details such as Name, Phone, Email, Address, Company Name. Alternate phone number and any custom field details.

4. Click on Save to add the lead to the list.

• To Add Leads in Bulk:

1. Select the created Lead List.

2. Click on Sample CSV to download a sample CSV file.

3. Open the CSV file and enter the lead details.

4. Save the file and return to the portal.
5. Click on Bulk add Leads(CSV), then select the updated file from your system.

6. Review the data and confirm the upload.