> ## Documentation Index
> Fetch the complete documentation index at: https://docs.reach.raysium.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Managing Leads

> How to add, edit, and organize leads in Reach

## Adding Leads

### 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"**

<Info>
  At minimum, you need a phone number or username to contact a lead via Telegram.
</Info>

### 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

<Note>
  Screenshot placeholder: Add a screenshot of the CSV import interface
</Note>

### From Campaigns

Leads are automatically added when:

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

## Editing Leads

### 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"**

### 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

<Info>
  Bulk edit is useful for updating multiple leads with the same changes, such as adding tags or changing status.
</Info>

## Organizing Leads

### 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

### 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

### Segments

Organize leads into segments:

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

<Card title="Segments" icon="target" href="/segments/overview">
  Learn how to create and use segments
</Card>

## Lead Status Management

### 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

### 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

## Priority Management

### Setting Priority

Assign priority levels:

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

### Using Priority

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

## Searching and Filtering

### Search

Search leads by:

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

### 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

### Saved Filters

Save frequently used filter combinations:

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

## Deleting Leads

### Single Lead

Delete an individual lead:

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

### 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

<Warning>
  Deleting leads permanently removes all associated data including campaign history and custom field values. Consider archiving instead.
</Warning>

## Lead History

### Campaign Participation

View campaigns a lead participated in:

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

### Interaction Timeline

See chronological interaction history:

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

<Note>
  Screenshot placeholder: Add a screenshot showing lead history/timeline
</Note>

## 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

## Troubleshooting

### 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

### 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

### 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

## Related Topics

<Card title="Custom Fields" icon="settings" href="/leads/custom-fields">
  Learn how to create and use custom fields
</Card>

<Card title="Segments" icon="target" href="/segments/overview">
  Organize leads with segments
</Card>