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Solve common lead management issues and import problems
Quick solutions for common lead import and management issues.

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Lead Import Issues

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Import Fails Completely

Error: “Import failed” or “File format not supported” Solutions:
  1. Use CSV or Excel files only
  2. Select a campaign before import
  3. Keep file size under 10MB for best reliability
  4. Save CSV with UTF-8 encoding

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No Leads Imported

Issue: Import completes but no leads appear Solutions:
  1. Map phone number column during import
  2. Validate phone number format
  3. Remove empty rows
  4. Ensure required phone data exists
  5. Include a header row

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Partial Import Success

Issue: Some leads import, others fail Solutions:
  1. Download and review error report
  2. Normalize numbers to international format (+1234567890)
  3. Remove duplicate phone numbers
  4. Fix malformed or incomplete rows

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Lead Management Issues

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Lead Not Appearing in Campaign

Check:
  • Lead status (Created/Scheduled)
  • Campaign filters
  • Lead not accidentally completed
Solutions:
  1. Reset status to Created
  2. Confirm campaign assignment
  3. Refresh campaign page

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Invalid Phone Numbers

Correct format: +1234567890 Incorrect examples: (123) 456-7890, 123-456-7890, 1234567890 Solutions:
  1. Convert numbers to E.164 format
  2. Remove spaces, dashes, brackets
  3. Add country codes

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Duplicate Leads

Prevention:
  1. Deduplicate before import
  2. Normalize phone format first
  3. Check duplicates by name + phone

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Variable and Data Issues

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Variable Mapping Errors

Solutions:
  1. Map each column to the intended variable
  2. Verify variable names match assistant configuration
  3. Check data type compatibility
  4. Validate required variables are provided

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Missing Lead Information

Solutions:
  1. Recheck column mapping
  2. Include optional fields intentionally
  3. Validate source data completeness
  4. Re-import corrected file if needed

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File Format Issues

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CSV Problems

  • Use commas (not semicolons)
  • Keep headers in first row
  • Escape quotes correctly
  • Save as UTF-8

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Excel Problems

  • Use first sheet only
  • Avoid merged cells
  • Convert formulas to values
  • Remove hidden formatting artifacts

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Getting Help

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Before Contacting Support

  1. Review import error report
  2. Validate file format
  3. Test with a small batch (5-10 rows)
  4. Verify assistant variable configuration

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Information to Provide

  • Error messages
  • Sanitized sample rows
  • Campaign context
  • Expected vs actual behavior
Remove sensitive personal data before sharing sample files with support.