Before you begin
- Import requires admin or leads.import permission
- Find people uses credits when enriching external prospects
Add lead manually
- Leads → Add Lead (/dashboard/leads/new)
- Enter contact info, source, stage, and assignee
Import CSV
- Leads → Add Lead → Import (/dashboard/leads/import)
- Map owner email to assignee, not display name
- Normalize phone format; keep stage names consistent with your pipeline
- Review duplicate handling in preview before confirming
Find people
- Search external prospects at /dashboard/leads/find
- Open from **Find people** in global search or Add Lead menu
- Enrich after import when offered (uses credits)
Common issues
- Wrong owner after import — map assignee email column correctly
- Duplicates — imports merge when email or phone matches an existing lead