Overview
The Leads tab is the internal CRM of a campaign. It contains all contacts Frank should call (or has already called) within this campaign. For each lead you can see the current status and the conversation outcome.
Lead Fields
Standard Fields
| Field | Required | Notes |
|---|
Phone | ✅ Yes | Must be in E.164 format (e.g., +12125551234) |
First Name | No | |
Last Name | No | |
Company | No | |
Email | No | Must be a properly formatted email address |
Custom Fields
In addition to the standard fields, you can add any number of custom variables to personalize calls. These variables are available in the agent prompt and opening message (e.g., {{industry}}, {{product_interest}}).
Uploading Leads
Manually
Click Add Lead and fill in the form directly in the dashboard.
CSV or Excel File
Upload a .csv or .xlsx file. SalesFrank automatically validates the formatting of phone numbers and email addresses and imports the leads.
Example CSV:
phone,first_name,last_name,company,email
+12125551234,John,Smith,Acme Corp,john@acme.com
+12125559876,Jane,Doe,Example Inc,jane@example.com
Phone numbers must be in E.164 format. Numbers without a country code (e.g., 2125551234) will be flagged as invalid.
API
Leads can be added programmatically via the SalesFrank API. This is especially relevant for Lead Qualification campaigns, where new leads are automatically transferred from external systems (CRM, forms, ad platforms).
Lead Status
Each lead progresses through a defined status during a campaign:
| Status | Description |
|---|
| New | Lead has been added, no call attempt yet |
| In Progress | Frank has made call attempts but is not finished |
| Reached | A conversation has taken place |
| Completed | Frank has finished all call attempts (reached or max attempts exhausted) |
| Error | Technical issue during the call (e.g., invalid number) |
Lead Outcome
The outcome shows how the most recent conversation ended:
| Outcome | Description |
|---|
| No Answer | Lead was not reached |
| Interested | Lead indicated interest |
| Not Interested | Lead showed no interest |
| Callback Requested | Lead wants to be contacted at a later time |
| Meeting Booked | Frank booked an appointment |
| Call Transfer | Call was transferred to a team member |
