Leads and imports
Add and import leads, phone numbers, addresses, duplicates and fields.
Explained
How-to
- Add a lead by handChoose Add Lead in the left sidebar, enter at least a first or last name, and save. Pipelio warns you if the phone number or address looks like a lead you already have.
- Import leads from a CSV or Excel fileOpen the menu on the Leads page and choose Import CSV. Upload your file, match each column to a Pipelio field, optionally pick a list, choose where the leads go, then review and import.
- Import leads with more than one phone numberMap your main phone column to Phone (main, callable) and every other phone column to Additional phone (callable). Those numbers can all be called and managed on the lead.
- Work with a lead's recordOpen any lead to see its details on the left and its full history on the right. Changes save automatically.
- Manage a lead's phone numbersA lead can have several phone numbers. One is the main number. Add more with Add another number, and use each number's menu to make it the main number, edit it or remove it.
- Add custom fields and arrange the lead pageAdmins can add their own fields to leads and choose which cards and fields appear on the lead page. The layout applies to everyone in the workspace.
- Merge duplicate leadsAdmins and managers can open Manage duplicates from the Leads page menu, pick the lead to keep in each group, and merge. Merging cannot be undone.
- Delete leadsAdmins and managers can delete a single lead from its More actions menu, or many leads at once from the Leads page. Deleting cannot be undone.
- Export leads to a CSV fileOpen the menu on the Leads page and choose Export to CSV. The file contains the leads in your current view, up to 10,000 rows.