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Bring in your leads

What you'll get: your real prospects in the CRM, ready for the AI to research and qualify.

Steps​

  1. Open Contacts in the sidebar.

    Your Contacts list

  2. Click Import (top right) and drop in a CSV. You need at least a first name and an email or LinkedIn link per person (and the company's website to attach a company).

    The Import Contacts dialog

  3. Match your columns, then watch it import live. No duplicates: it recognizes people by their LinkedIn profile, then email, and companies by LinkedIn page or website (never by name alone), and fills in blanks rather than overwriting what you have.

  4. Prefer not to hunt for a list? Just ask your main AI Agent to find leads, see the recipe linked below.

You'll know it worked when… your new contacts appear in the Contacts list.

tip

Use a normal spreadsheet saved as CSV with a header row. Big lists are fine; it works through them in the background.