How Do I Upload Leads To My Dialer

To upload leads, you must first have a list of leads on your computer that are in 
CSV format.

If your list of leads is not in CSV format, it is simple to convert them. First, open the file in Microsoft Excel.

Please Note: Your campaigns are able to contain unlimited amounts of leads, however you will only be able to upload a maximum of 250,000 leads at a time, any more then that at one time, will cause the upload to time out.

Now, go to the top left hand side of your screen and go to "Save As". You can select "Excel workbook" and look for the drop-down box that reads "Save as type". Locate the comma delimited CSV format then click "Save".

You will then be prompted twice with pop-up boxes, click "yes" or "ok" to both. Your file is now saved in CSV format.

Next, you'll need to upload your list of phone numbers to the dialer. Click on the "Campaign" tab.

Now, look for the icon that looks like an excel spreadsheet. (it will say "upload contacts" when hovering your mouse over it) Click on the icon.

The first step now is to click on "Find CSV". Locate your file then click "open".

Now, your list of contacts will appear in the box.

You'll now need to associate your spreadsheet columns in the dialer.

To the right you will see a box that says "Available Fields". If you have Custom Fields, they will appear here.

Simply drag and drop the fields to the appropriate headers on the left.

If your database fields match exactly to how they are displayed in your spreadsheet, you can click the "Auto Assign" button, and the dialer will complete this process automatically for you.

Once your database fields are correctly associated, you'll now need to take a look at the check boxes on the bottom left hand side.

If you wish to randomize the order in which your calls are placed, leave the top box checked.

If you'd rather the dialer call your contacts in order, from top to bottom in the spreadsheet, then un-check that box.
Note: In the dialer it says to leave that box checked, however that box is NOT required to be checked

Leave the next check-box checked if you wish for the list you are currently uploading to be scrubbed for duplicates.

The third check-box is to be checked only if you want the dialer to check for duplicates on all your records. This includes all of the phone numbers you have uploaded to all campaigns in your account.

Check the fourth box if you wish to have the dialer scrub against duplicates in this campaign only. (you can upload as many lists of leads to a campaign as you wish)
For more information on checking for duplicates, click here.

Finally, to continue uploading, you are required to check the last box that reads "I am allowed to call these contacts".

Once the last box is checked the "upload" button will now appear. Click the upload button, then you will see your leads being uploaded from the status bar. The dialer will inform you that your leads are currently being uploaded and could take up to 10 min. Click ok, and you are done!

You can now exit out of the upload screen. You'll know when your list is uploaded when you see an orange circle appear next to your campaign. If you hover your mouse over that circle, you can see some general stats on that campaign.

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