---
title: Lead List Upload & Allocation
slug: contact-center/lead-list-upload-and-allocation
docTags: 
createdAt: 2025-09-28T14:47:51.083Z
---

# 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 outbound 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).

# 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.

# Usage Instructions/Configuration Steps

## Lead Management in Process level (Supervisor Interface)

The **Lead Management** section allows **Supervisors** to create, edit, delete, upload, and assign leads to campaigns within a specific process.

:::BlockQuote
**Navigation Path:** Sidebar → Process Settings → Manage Lead
**Note:** Leads created or uploaded under one process are **not shared** with any other process.
:::

::Image[]{src="https://api.archbee.com/api/optimize/SK2urIgCC2ml99YyqWOSl/0Cdz4JhyNyW5euU2kkt5X-20260729-054500.png" size="90" width="1358" height="646" position="center" caption="Figure: Manage Leads" darkWidth="1358" darkHeight="646" showCaption="true"}

### Creating a Lead

Supervisors can create new leads at the **process level** (not at the campaign level).

1. Click **Create Lead**. A pop-up window appears prompting you to enter lead details.
2. Provide the following information:
   - **Lead Name**
   - **Time Zone**
   - **Lead Owner**
   - **Description**

::Image[]{src="https://api.archbee.com/api/optimize/SK2urIgCC2ml99YyqWOSl/gcygiGKsuwZYgVuC20whi-20260729-054504.png" size="90" width="609" height="320" position="center" caption="Figure: Create a Lead" darkWidth="609" darkHeight="320" showCaption="true"}

3. Click **Save** to create the lead, or **Cancel** to discard changes.

:::BlockQuote
**Note:** Multiple leads can be created within a single process.
:::

### Editing a Lead

1. Select the desired lead and click **Edit**.The **Edit Lead** modal appears.

::Image[]{src="https://api.archbee.com/api/optimize/SK2urIgCC2ml99YyqWOSl/_jNzeNCy6gU3VN1eHB1a8-20260729-054505.png" size="90" width="610" height="320" position="center" caption="Figure: Edit the Lead" darkWidth="610" darkHeight="320" showCaption="true"}

2. Update any of the following fields:(The **Process Name** cannot be changed.)
   - Lead Name
   - Time Zone
   - Lead Owner
   - Description
3. Click **Save** to confirm or **Cancel** to discard changes.

### Deleting a Lead

1. Select the lead to delete and click the **Delete (🗑)** icon.A confirmation dialog appears.

::Image[]{src="https://api.archbee.com/api/optimize/SK2urIgCC2ml99YyqWOSl/EaDsyreEBjdlbEBKNY2lX-20260729-054504.png" size="90" width="751" height="105" position="center" darkWidth="751" darkHeight="105" showCaption="false"}

2. Click **Yes** to confirm, or **No** to cancel.

:::BlockQuote
**Caution:** Deleted leads **cannot be restored**.
:::

### Enabling or Disabling a Lead

- To **disable** an active lead, click the **green toggle switch**.
- To **enable** a disabled lead, click the **gray toggle switch**.

This allows Supervisors to temporarily deactivate leads without deleting them.

### Uploading Leads via CSV

Supervisors can bulk upload contacts into leads using a **CSV file**.

:::BlockQuote
**Recommendation: **Use a CSV file that follows the same field order and schema as defined by the **Administrator** under: Console → System Configuration → Table → Table Definition
:::

This ensures data integrity and smooth import.

**CSV File Rules**

- Follow the defined **Character Type**, **Nullable**, **Unique Key**, and **Primary Key** configurations.
- Ensure data formatting matches the field types set by the administrator.

### Steps to Upload a CSV File

1. Select the lead in which the data should be uploaded.
2. Click **Upload CSV**. The **Upload CSV** pop-up appears.

::Image[]{src="https://api.archbee.com/api/optimize/SK2urIgCC2ml99YyqWOSl/gwEkB8iF7v9Zso3NOYY70-20260729-054503.png" size="90" width="529" height="223" position="center" caption="Figure: Upload Lead (Numbers) through a CSV file" darkWidth="529" darkHeight="223" showCaption="true"}

3. Click **Choose File**, select the desired CSV from your disk, and click **Open**.

::Image[]{src="https://api.archbee.com/api/optimize/SK2urIgCC2ml99YyqWOSl/DEhoxrAUcHZodDV2Bs4Ot-20260729-054502.png" size="90" width="611" height="369" position="center" caption="Figure: Select CSV file" darkWidth="611" darkHeight="369" showCaption="true"}

4. Configure the following options before uploading:**Upload Parameters**
   - **Update Duplicate Records**Updates existing entries (if the same contact already exists) with new details.
     - If duplicate exists in a different lead → updates that lead only.
     - If duplicate exists in the same lead → record is updated, not duplicated.
   - **Migrate Duplicate to Chosen List**Moves duplicates from other leads of the same campaign into the new lead, carrying updated information.
   - **Provide Header Mapping **Map CSV headers to lead attributes like\:Phone1, Phone2, Phone3, Phone4, Phone5, Timezone, Name

::Image[]{src="https://api.archbee.com/api/optimize/SK2urIgCC2ml99YyqWOSl/Sezj_S-NRFmaKvcPPQX8A-20260729-054501.png" size="90" width="523" height="549" position="center" caption="Figure: Mapping of Column Headers" darkWidth="523" darkHeight="549" showCaption="true"}

5. Click **Save** to upload or **Cancel** to abort.

:::BlockQuote
**Tip:** Enable the **“Churn Records”** option while uploading to process existing records as per churn logic.
:::

:::BlockQuote
**Figure: Churn Records Option**
:::

### Adding a Contact Manually

Supervisors can manually add individual contacts to a lead.

1. Select the desired lead and click 

::Image[]{src="https://api.archbee.com/api/optimize/SK2urIgCC2ml99YyqWOSl/VfW9LLjMUGDHpbHAzAZCl-20260729-054501.png" size="90" width="523" height="507" position="center" caption="Figure: Add a Contact" darkWidth="523" darkHeight="507" showCaption="true"}

2. Enter the following details as required:
   - Name
   - Email
   - Phone Numbers (up to 5)
   - Twitter or other contact fields
3. Click **Save** to confirm, or **Cancel** to discard.

## Assigning or Unassigning Leads to Campaigns

Leads must be assigned to campaigns before they can be used for calling or interactions.

1. Select a lead. The associated **campaigns list** appears on the right side.

::Image[]{src="https://api.archbee.com/api/optimize/SK2urIgCC2ml99YyqWOSl/NvzkQ8RiINSq_-xgPZXBU-20260729-054505.png" size="90" width="1264" height="527" position="center" caption="Figure: Assign or Un-assign Campaigns" darkWidth="1264" darkHeight="527" showCaption="true"}

2. In the **Available** section:
   - Select one or multiple campaigns using checkboxes.
   - Click the **right-arrow (→)** icon to assign.
3. Click **Apply** to save changes.

To **unassign**, select campaigns in the **Assigned** section and click the **left-arrow (←)** icon.

Click **Apply** again to confirm.

## Special Case: 

### Handling Blank “Name” Fields

If the **Name** field in the Data Table Definition is:

- **Optional**, and
- **Configured as Unique**,

previously, leads with blank customer names might fail to upload for duplicate validation.

This issue has been **resolved** - now, leads with blank names upload successfully even if the field is marked unique.

### Unassigned Lead Behavior

If a lead is unassigned from a campaign:

- The **STATE** of its customers is **lost**.
- The data becomes unavailable in the campaign view.
- The lead’s records will no longer appear in campaign-level reports.

### Making New Leads Visible in Manage Contacts & Dashboard

To ensure new leads and uploaded contacts appear in both **Manage Contacts** and **Dashboard**, follow these steps:

1. Create a new lead and upload contacts to it.
2. Assign the lead to at least one campaign.
3. **Enable** the lead.
4. Go to **Manage Lead → Enable Lead** at the campaign level.
5. Navigate to **Manage Contacts** under Lead Management and perform a **Churn** without applying any filter.

The uploaded contacts will now be visible on both:

- **Manage Contacts Screen**, and
- **Dashboard Screen**.

# 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.