Omni-Channel LeadOps

Dashboard

Overview of lead activity and priority accounts.

Hot Leads

Campaign Performance

Leads

Create companies and leads for local testing.

Create Company

Company name Website Industry Segment Create Company

Create Lead

Company ID Contact ID Status Pipeline stage Create Lead

Lead Records

Import Leads

Upload, preview, validate, confirm, and inspect import results.

Ready

1. Upload File
2. Preview Data
3. Validate Records
4. Import Records
5. View Results

Upload File

CSV and XLSX files are supported.

Drop your file here or browse No file selected Records will appear after preview

Preview Remove

Preview JSON Rows

[ { "company_name": "Acme School", "Short_Company_Name": "Acme", "Public_Email": "principal@example.edu", "Contact_Name": "Prachi Tiwari", "Contact_Phone": "9876543210", "Segment": "Education", "Lead_Type": "CUSTOMER", "Source": "local-test" } ] Preview Rows

Batch Actions

Preview Import Download Errors Rejected CSV Rollback Import

Import Status Chart

Validation Summary

Error Breakdown

Accepted Rows

Rejected Rows

Created Records

Recent Imports

No import batches yet.

Activity Timeline

Upload or preview data to start the audit trail.

Raw API response

Templates

Create reusable email templates.

Ready

Name Channel Subject Body textHi {{ contact.email }}, We would like to share more details with {{ company.name }} about our lead management solution. Please let us know a good time to connect. Regards, Sales Team Status Create Template

Template Records

Campaigns

Create, preview recipients, launch, and monitor campaigns.

Ready

Campaign Name Campaign Type Sales Marketing Partnership Template Select template Imported Leads All confirmed leads From Email Reply-To Email Daily Send Limit

Create Campaign Update Selected Campaign Refresh Options

Campaign Records

Select campaign

Preview Recipients Launch Campaign Pause Resume Analytics

Recipient Summary

No campaign selected.

Campaign Analytics

No campaign selected.

Eligible Recipients

Skipped Recipients

Campaign API response

Email Operations

Review queued messages and trigger the controlled outbox worker.

Process Queued Email

Email Outbox

Outbox API response

Inbox / Reply Queue

Review inbound replies that need follow-up.

Admin Operations

Check email integrations and manage suppression records.

Ready

Integrations

Refresh Status

Add Suppression

Email or phone Reason Manual Unsubscribe Bounce Spam Add Suppression

Suppression List

Tasks

Follow-up tasks generated by lead workflows.

Task Records

Admin Management

Only admins can invite, manage, or remove users.

Admin only

Invite User

Email Full Name Role Sales Manager Support Admin Invite User

Users

Refresh Users