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Uploading Lead Files

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One of the basic things you need to know when you start using CommPeak Dialer is how to manage lead files. Correct usage of lead files ensures your positive experience when working with Dialer. 

For everything related to lead files, go to the Lead Files section of the Leads menu.

Before you start working with lead files, please check that they meet the following conditions:

  • There are no more than 50,000 leads in your file. Larger files might slow down Dialer's performance.
  • The format of your files is CSV.
  • All your files have the same lead structure.
  • The leads in the file are of proper quality. Low-quality leads can cause longer idle time of your agents and lower ASR.

You can upload a lead list from an external source in a CSV file. 

Here is how to do it.

  1. Go to Leads - Upload Lead File
  2. The Upload Lead File window opens.
  3. Fill in the fields as described below:
    1. Enter the file name.
    2. Leave the default values in the CSV delimiter and CSV escape fields. 
    3. Select the checkboxes as necessary:
      • Mark duplicate leads as error leads - If the lead's phone number is already available in the system, you will see an error message. The lead will not be processed.

        Otherwise, if the check box is blank, you will see an information message only.
      • Extended address parsing (works slowly) - Select for the system to check the lead's phone number for the correctness and use Google algorithms to fix it. However, the file will take longer to upload. 
      • Ignore first line - Select the check box so that the header row of your lead file is skipped.
        Leave the check box cleared only if the uploaded file does not have the header row.
    4. Click Choose File and select the file to upload. 
    5. Click Upload
    6. In the next window, map columns in your lead file with columns in Dialer by selecting a name for each column.
      If you do not select any value, the column will be ignored.
  4. Click Import.
    Once you import the file, the Lead Files page is displayed, where you will see it in the list of other lead files.
  5. Wait until the file parsing completes (a green checkmark appears in the Parsed? column).
  6. Assign the leads to a campaign:
    1. Click Select Option in the Actions column and choose Assign to Campaign.
    2. In the pop-up window, select the necessary campaign in the list.
    3. If you want the uploaded leads to be assigned to this campaign only, in case they have already been included in other campaigns, select the checkbox below.
    4. Click Assign.

 As soon as you do it, the campaign name appears in the Assigned to: field.
Now the leads are uploaded and ready to be called.


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