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Lead management centralizes all your contacts in one place. Create leads manually, import in bulk from Excel, configure custom fields, and assign leads to automation flows.

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Viewing leads

The lead table displays:
  • Name and phone number
  • Email
  • Custom fields (user-configured)
  • Timestamp
  • Action buttons
Use the search bar to find leads by phone number.

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Creating leads

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Manual creation

Click Create Lead to open the form. Enter the phone number, name, and any custom fields you’ve configured.

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Bulk import

Upload an Excel file (.xlsx) to import multiple leads at once.
1

Click the import button

Select your Excel file from the file picker.
2

Map columns

Map the columns from your spreadsheet to lead fields (phone number, name, custom fields).
3

Review and import

Confirm the import. Progress and count are shown during processing.

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Custom fields

Define additional fields beyond the standard name, phone, and email. Navigate to field management to:
  • Add new custom fields with labels and field names
  • Edit existing fields
  • Delete fields you no longer need
Custom fields appear in the lead creation form, table columns, and CSV exports.

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Assigning leads to flows

Use the dropdown on a lead to assign it to an available automation flow (see Astra Engage). This triggers the scheduled tasks in that flow for the lead.

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Exporting leads

Click Download to export your leads as a CSV file. You can filter by date range before exporting.