Create a List and import Leads
Lists - Add A New List
Create a a list entry to which you will upload the leads. Select which campaign this List should belong to.
Then go to Lists - Load New Leads
From here you can import leads in the basic text pipe-delimited or tab-delimited format, a CSV file or a simple Excel spreadsheet.
The format of the Lead file is:
1. Vendor Lead Code - shows up in the Vendor ID field of the GUI 2. Source Code - internal use only for system and database administrators 3. List ID - the list number that these leads will show up under 4. Phone Code - the country code prefix - 1 for US, 44 for UK, 61 for AUS,etc 5. Phone Number - at least 7 digits long and no more than 16 digits long. 6. Title - title of the customer - Mr. Ms. Mrs, etc... 7. First Name 8. Middle Initial 9. Last Name 10. Address Line 1 11. Address Line 2 12. Address Line 3 13. City 14. State - limited to 2 characters 15. Province 16. Postal Code 17. Country 18. Gender 19. Date of Birth 20. Alternate Phone Number 21. Email Address 22. Security Phrase 23. Comments 24. Rank 25. Owner
You can download a sample xls with the correct headers here.
Choose the Lead file from your computer, make sure to select the approperiate options in the form. List ID should be set to the same ID you gave the list you created in the previous step, unless specified in the file itself.
Press Submit and your leads will be imported to the List.
If you check the details of you campaign you will see which lists are used by that campaign and how many leads are to be called.
When a campaign has Leads loaded, an active agent can press "DIAL NEXT NUMBER" to dial from the List (if Dial-Method is set to Manual on the campaign). See Predicitve Dialing for automatic dialing.
The information from the Lead List will be populated in the Agent interface as the call is ringing.