Lead List Upload & Allocation

overview this feature allows supervisors and administrators to upload lists of customer contacts (leads) into an outbound campaign and manage how those leads are allocated this is the foundational step for any proactive outbound dialing activity how it works a user with appropriate permissions navigates to the lead management section of a campaign they can upload a lead list, typically from a csv file, mapping the columns in the file to the corresponding fields in the system's crm (e g , name, phone number, account id) the system ingests these leads and adds them to the campaign's dialing queue the supervisor can then see the total number of leads, reset lists, or monitor their status prerequisites an outbound voice campaign must be created a lead list must be prepared in a supported file format (e g , csv) configuration steps upload a lead list location supervisor > manage > \[campaign name] > lead management action click the upload leads button browse for your lead list file map the fields from your file to the system's crm fields start the upload process the system will show the number of successful and failed records use cases new sales campaign a marketing manager uploads a list of 5,000 new prospects to be called by the sales team customer survey a customer service manager uploads a list of recent customers to be called for a satisfaction survey list re run a supervisor resets and re uploads a list of leads that were not successfully contacted during the previous day's campaign benefits enables proactive outreach provides the core functionality for populating outbound campaigns with contacts to be dialed centralized list management offers a single place to manage all aspects of a campaign's lead list, from uploading to monitoring and resetting data integration the field mapping process ensures that data from external files is correctly imported into the system's crm fields limitations the quality of the uploaded lead list (e g , correct phone numbers, accurate data) directly impacts the success of the outbound campaign the system can only dial the numbers it is given