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Documentation Index

Fetch the complete documentation index at: https://docs.salesfrank.com/llms.txt

Use this file to discover all available pages before exploring further.

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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.

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Lead Fields

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Standard Fields

FieldCSV Column NameRequiredNotes
Phone Numberphone_number✅ YesMust be in E.164 format (e.g., +12125551234)
First Namefirst_nameNo
Last Namelast_nameNo
CompanycompanyNo
EmailemailNoMust be a properly formatted email address
The phone number column must be named exactly phone_number in the CSV. Other names like phone, Phone, or telephone will not be recognized and will cause an import error.

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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}}).

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Uploading Leads

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Manually

Click Add Lead and fill in the form directly in the dashboard.

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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. CSV Template: 
phone_number,first_name,last_name,company,email
+12125551234,John,Smith,Acme Corp,john@acme.com
+12125559876,Jane,Doe,Example Inc,jane@example.com
You can use this structure as a template and fill it with your own leads. Additional columns (e.g. industry, product_interest) are also supported and will be available as variables in the prompt.
Automatic AI correction of your lead list: SalesFrank detects common formatting errors – such as missing country codes, spaces in phone numbers, or incorrect column names – and automatically suggests a cleaned version before import. No manual cleanup needed.
Phone numbers must be in E.164 format (e.g. +12125551234). Numbers without a country code will be detected and can be automatically corrected.

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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).

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Lead Status

Each lead progresses through a defined status during a campaign:
StatusDescription
NewLead has been added, no call attempt yet
In ProgressFrank has made call attempts but is not finished
ReachedA conversation has taken place
CompletedFrank has finished all call attempts (reached or max attempts exhausted)
ErrorTechnical issue during the call (e.g., invalid number)

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Lead Outcome

The outcome shows how the most recent conversation ended:
OutcomeDescription
No AnswerLead was not reached
InterestedLead indicated interest
Not InterestedLead showed no interest
Callback RequestedLead wants to be contacted at a later time
Meeting BookedFrank booked an appointment
Call TransferCall was transferred to a team member