You can bring your own leads into Leadey by uploading a CSV file. Imported leads land in your leads database and can feed straight into a campaign.
Import a file
- Go to Leads, then the Imports tab. You can also add leads from inside a campaign with Add Leads.
- Upload your CSV file.
- Map each column in your file to a Leadey field, such as name, job title, company, email, and phone.
- Confirm the import. Your leads appear in the database, tagged with the import as their source.
Tips for a clean import
Include a column for the contact's company and phone number so calling and grouping work well. After importing, you can enrich any leads that are missing emails or numbers.
Turn imported leads into outreach
From the Leads screen, filter to the leads you want and select Create campaign from filter, or add them to an existing campaign.