Types of lead columns

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There are two types of lead columns: required and custom. Lead columns in Saleswhale correspond with the columns in the CSV files containing your leads. Regularly review the columns that are in your CSV file before you upload your leads. Keep in mind that a first name and email are required in order for your Saleswhale bot to engage the lead. 

 

Required Columns

A first name and email are needed in order for your Saleswhale bot to engage the lead. These columns in your CSV file must be "first_name" and "email."

 

Custom Columns

You have the option to create custom columns where there is additional information.

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