Product feature
Existing spreadsheets and individual referrals can enter the same lead workflow as discovery results. Review business identity, contact sources, and duplicate signals before adding records to your pipeline.
Request access → account review → approved workspace access.
A manual lead works well for a referral or a prospect you investigated yourself. Enter its business name, website, location, public contact route, and source. Leave unknown fields blank and add a note explaining the opportunity rather than filling gaps with guesses.
Give each business its own row and keep columns consistent. Include identifying details such as business name and location, then website, email, phone, and source where available. Review formatting and remove rows you do not intend to work before upload.
The workspace validates and previews CSV records, flags likely duplicates, and reports row outcomes. Check mapped columns and questionable records before import. A row that imports successfully still needs research before outreach.
After import, open promising leads, verify public business details, and record why your service may fit. Add a next action and stage only when the record is ready for your sales process.
Export the relevant sheet as CSV, review its columns, then use the CSV import workflow.
No. Import creates records for your review; outreach remains your decision.
Build a focused prospecting workflow
Request an account and start using the workspace after review and approval.
