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How to Add Leads to a Campaign

Before launching your campaign, ensure leads are uploaded. The lead count refreshes every 5 minutes after upload.

Leads can be added to your campaign in two ways: directly from the campaign, or via the CRM Campaigns section.

Add Leads from the Campaign

  • Go to the Engage tab

  • Open your cold outreach campaign and navigate to the Leads section

  • Choose your preferred upload method:


Add Leads from the CRM

You can also add leads to the campaign through the CRM interface.

  • Go to CRM -> Leads section

  • Click the Filters button

  • Choose Campaigns -> Select the target campaign

  • Click Import Lead to bulk import leads, or click Create Lead to add a single lead

  • Choose your preferred upload method (same options as above)


Add leads from the Leads tab

  • Go to the Leads tab

  • Campaigns: Select the target campaign

  • List: Select the target list

  • Once you open a list or a campaign, click 'Actions -> Add leads'

  • Choose your preferred upload method (same options as above)

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