Overview
A lead is a contact enrolled into a process — it carries contact details, custom metadata, and a running history of every call attempt, disposition, and state transition. This page is a starting point; each linked guide below covers one part of the leads workflow in detail.Adding Leads
- How to Upload Leads File — bulk upload via CSV.
- Upload Test Lead — send a single test lead through a process before a real campaign.
- API — create or update leads programmatically; see API Integration.
Finding Leads
- How to Search in Leads Dashboard — filter by lead fields, metadata, and state using the boolean AND/OR query builder.
- Lead Queue Prioritization — control which leads get called first within a process.
Exporting and Bulk Operations
- How to Download Interested Leads — filter to Interested leads and export to CSV, including full vs. masked phone number export.
- Bulk Lead Operations — delete, close-lost, reset, or reschedule leads in bulk across a filtered set.
Best Practices
- Normalize phone numbers in E.164 format.
- Provide timezone for optimal call windows.
- Use a stable external/reference ID to keep your CRM and Uservox in sync.