Managing Leads

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Adding Leads

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Manual Entry

Add leads one at a time:

1. Click “Add Lead” or “New Lead” button
2. Fill in contact information:
   • First Name (optional)
   • Last Name (optional)
   • Username (optional)
   • Phone Number (required for Telegram)
   • Country (optional)
   • Language (optional)
3. Set initial status and priority
4. Add tags if needed
5. Fill custom fields
6. Click “Save”

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CSV Import

Import multiple leads from a CSV file:

1. Click “Import Leads” or “Import CSV”
2. Download the CSV template (optional)
3. Prepare your CSV file with columns:
   • first_name
   • last_name
   • username
   • phone_number
   • country
   • language
   • Custom field columns
4. Upload the CSV file
5. Map columns to lead fields
6. Review imported leads
7. Confirm import

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From Campaigns

Leads are automatically added when:

• They participate in campaigns
• They respond to campaign messages
• They interact with your Telegram account

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Editing Leads

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Basic Information

Update lead details:

1. Click on a lead to open details
2. Click “Edit” button
3. Modify fields:
   • Name and contact information
   • Status and priority
   • Tags
   • Custom fields
4. Click “Save”

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Bulk Edit

Edit multiple leads at once:

1. Select leads using checkboxes
2. Click “Bulk Edit” or use bulk actions
3. Choose fields to update:
   • Status
   • Priority
   • Tags (add or remove)
   • Custom fields
4. Apply changes to selected leads
5. Confirm bulk update

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Organizing Leads

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Tags

Use tags to categorize leads: Adding Tags:

• Add tags when creating/editing leads
• Use bulk edit to add tags to multiple leads
• Tags are case-sensitive

Tag Best Practices:

• Use consistent naming
• Keep tag list manageable
• Use descriptive names
• Consider tag hierarchy

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Custom Fields

Organize leads with custom fields:

• Create custom fields in Settings
• Assign values to leads
• Filter and search by custom fields
• Use in segments

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Segments

Organize leads into segments:

• Create segments based on rules
• Leads automatically join matching segments
• Use segments for targeted campaigns
• View segment membership

Segments

Learn how to create and use segments

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Lead Status Management

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Changing Status

Update lead status:

1. Open lead details
2. Click status dropdown
3. Select new status:
   • Active: Available for campaigns
   • Blocked: Lead blocked your account
   • Archived: No longer active
4. Save changes

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Status Implications

Active:

• Can receive campaign messages
• Included in segment matching
• Available for outreach

Blocked:

• Cannot receive messages
• Excluded from campaigns
• May need re-engagement strategy

Archived:

• Not included in campaigns
• Preserved for reference
• Can be restored

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Priority Management

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Setting Priority

Assign priority levels:

• High: Important leads requiring attention
• Medium: Standard priority
• Low: Lower priority leads

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Using Priority

• Filter leads by priority
• Sort by priority
• Use in segment rules
• Focus on high-priority leads

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Searching and Filtering

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Search

Search leads by:

• Name (first or last)
• Username
• Phone number
• Email (if custom field)
• Tags
• Custom field values

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Filters

Apply multiple filters:

• Status: Active, Blocked, Archived
• Source: Campaign, Manual, API
• Priority: High, Medium, Low
• Tags: Specific tags
• Country: Country code
• Language: Language preference
• Date Range: Created or last contact date
• Custom Fields: Field values

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Saved Filters

Save frequently used filter combinations:

• Create saved filter
• Name the filter
• Quickly apply saved filters
• Share with team (if organization)

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Deleting Leads

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Single Lead

Delete an individual lead:

1. Open lead details
2. Click “Delete” button
3. Confirm deletion
4. Lead is permanently removed

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Bulk Delete

Delete multiple leads:

1. Select leads using checkboxes
2. Click “Delete” in bulk actions
3. Confirm deletion
4. Selected leads are permanently removed

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Lead History

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Campaign Participation

View campaigns a lead participated in:

• Campaign name and dates
• Messages sent
• Responses received
• Campaign status

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Interaction Timeline

See chronological interaction history:

• Campaign messages
• Lead responses
• Status changes
• Custom field updates
• Tag changes

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Best Practices

1. Regular Updates: Keep lead information current
2. Consistent Tags: Use consistent tag naming
3. Custom Fields: Add relevant custom fields
4. Status Tracking: Regularly update lead status
5. Organization: Use segments and tags for organization
6. Data Quality: Validate and clean imported data

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Troubleshooting

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Cannot Edit Lead

If you cannot edit a lead:

1. Check permissions (must be creator or admin/owner)
2. Verify lead is not locked
3. Try refreshing the page
4. Check organization permissions

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Import Errors

If CSV import fails:

1. Check CSV format matches template
2. Verify required fields are present
3. Check for duplicate phone numbers
4. Review error messages
5. Try importing smaller batches

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Missing Leads

If leads are missing:

1. Check filters are not hiding leads
2. Verify search terms
3. Check organization view mode
4. Review lead status filters
5. Check if leads were deleted

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Related Topics

Custom Fields

Learn how to create and use custom fields

Segments

Organize leads with segments