> ## 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.

# Tab: Leads

> Manage contacts in a campaign – upload, view, and track status.

## 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        | CSV Column Name | Required | Notes                                              |
| ------------ | --------------- | -------- | -------------------------------------------------- |
| Phone Number | `phone_number`  | ✅ Yes    | Must be in **E.164 format** (e.g., `+12125551234`) |
| First Name   | `first_name`    | No       |                                                    |
| Last Name    | `last_name`     | No       |                                                    |
| Company      | `company`       | No       |                                                    |
| Email        | `email`         | No       | Must be a properly formatted email address         |

<Warning>
  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.
</Warning>

### 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:**

```csv theme={null}
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.

<Info>
  **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.
</Info>

<Warning>
  Phone numbers must be in E.164 format (e.g. `+12125551234`). Numbers without a country code will be detected and can be automatically corrected.
</Warning>

### 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      |