One or more lists can be supplied for bulk add operations. CSV files can be added via drag-and-drop or upload prompt. After a list file is uploaded it will appear below with required associated configurations. Once all lists are uploaded and settings are configured they can be processed all at once.
Each list uploaded will display the File name, Size, and Upload options. Configuration options include:
- Campaign: The campaign that the list should be added to. Only ACTIVE campaigns eligible for list upload will be available for selection.
- Mapping template: The list column mapping template to apply.
- Dialer list: The dialer list to add the leads into.
Five9
Workspaces integrated with Five9 will include additional upload configurations. Information about CRM Add Config, CRM Update Config, and List Add Config can be found here in the parameters section.
RingCX
Workspaces integrated with RingCX must include a De-dupe selection. Options indicate to remove duplicates from existing lists within the same dialer campaign, from the list about to be uploaded, or to allow all entries without duplicate checking.