Skip to main contentAdding Leads
You can add leads to Uservox in multiple ways:
- Dashboard: Upload CSV or add individual leads
- API: Create or update leads programmatically
- Integrations: Sync leads from your CRM
Minimum recommended fields:
- name, phone, timezone
- optional: email, company, notes, campaign tags
Operations on Leads
From the Dashboard:
- View and search: Filter by status, outcome, tags
- Update details: Edit contact info or custom fields
- Tagging: Organize leads by campaign, source, or segments
- Assign to Agent/Process: Enroll into a calling workflow
- Pause/Resume: Temporarily remove from dialing attempts
- Delete: Remove a lead from the system
From the API:
- Create, update, upsert by external_id
- Attach metadata fields for routing/qualification
- Trigger outbound calls or workflows
Best Practices
- Normalize phone numbers in E.164 format
- Provide timezone for optimal call windows
- Use external_id to keep your CRM and Uservox in sync
