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
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.
CSV Template:
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.