Adding & Importing Prospects

Click Add Prospect on the Lead Management toolbar. A modal opens — fill in at minimum a first name (everything else is optional), pick the pipeline stage to drop them in (defaults to New Leads), check any insurance types they care about, and Save.

The prospect appears in your pipeline immediately, tagged as Manually Added.

Click Import Prospects on the toolbar and the import wizard opens. It's a three-step flow:

• Upload — pick a CSV file (first row must be a header row, 20MB max).
• Map — match each CSV column to a Lead field. The system suggests obvious matches ("First Name" → first_name, "Zip" → zipcode) and you can override or pick (Ignore) for any column.
• Import — pick the default pipeline stage and run it. Progress bar shows imported / skipped counts as it works through the file.

The mapping step lets you point a column at any of these Lead fields:

• Full Name, First Name, Last Name
• Phone, Mobile, Email
• Address 1, Address 2, City, State, Zip Code
• Pipeline Status
• Insurance Type, Protection Types, Age, Gender, Medical Exam, Industry, Year Started, Number of Employees, Smoker
• Note

Any column you don't want imported, leave on (Ignore). Each row needs at least a first name, last name, or full name — rows without any name are skipped.

No. The import runs in chunks — the browser walks through your file a slice at a time and reports progress between each chunk. A 10,000-row import never blocks on a single HTTP request, so you can confidently load a year's worth of leads in one go.

If you close the modal mid-import, anything already processed stays in the system. You can re-upload the remaining rows.

Imported prospects show up with the amber Agent Imported source dot on their card and an Agent Imported badge on the Table view, so they're visually distinguishable from organic Marketing Profile, Quote Engine, or Website Form leads.

That tag carries through to lead source filtering and the dashboard stat strip.

The uploaded CSV is held in cache for 15 minutes between the upload step and the commit step. If you walked away from the modal for longer than that — or your browser was idle — the cached data is dropped and you'll see an "Import session expired" message.

Just re-upload the CSV; your column mapping has to be set again, but nothing else is lost.