Upload Leads

Let's explore how to upload leads into a specific campaign.

Instead of accessing contacts separately, data can be uploaded directly from within the campaign interface.


1. Go to Pipeline > Type of Pipeline. 2. Just select the Campaign that you want to edit. 3. Inside the selected campaign, in the top right-hand corner, there is an "Action" button.

  1. Once clicked on "Action" button, four more options will appear and from there we need to click on the "Upload Leads" button.

  1. Once clicked on "Upload Leads" button, a pop-up will appear which will allow us to upload the data in that particular campaign.

After selecting the specific data, the admin can follow the same process as uploading data through the "Contacts" option.

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