How to Upload Leads in Calley Personal Plan?

How to Upload Leads in Calley Personal Plan?

Introduction

In Calley Personal Plan, we upload leads through Standard Import. Standard Import allows a maximum of 50 records to import with a maximum of 3 fields in a CSV/XLS/XLSX file.

Step-By-Step Guide to Upload Lead

  1. Login to Calley Personal Web Panel.



  2. As you log in you are bought to Dashboard. Go to Top Navigation Bar > Call List > Add - Standard Import



  3. On the Add List page, you need to provide a Valid Name for your Calling List and select a CSV / XLS / XLSX file to load the numbers. 



  4. There is no set format for the import file (CSV / XLS / XLSX), but in the Standard Import, we will need 3 fields. 



    1. Name - Name of the person you are calling (No Special Characters are allowed)
    2. Number - The number you are calling (only numbers are allowed along with + and -) 
    3. Notes - The reason why you are making this call which is shown to you when the call is initiated from the Mobile App (No Special Characters are allowed)

  5. Once the List is uploaded, you are bought to the field selection page, where you can map the fields in your file with the fields allowed by Calley Platform. 


  6. Calley Personal imports the top 50 Records of your calling list after removing duplicates. 



  7. You will see the numbers uploaded on the list after the import. 



    8. Your work in Calley Web Panel is done now.
    You can now head to the Calley Autodialer Mobile App and log in using the same credentials to make calls on the list uploaded. 

    • Related Articles

    • Getting Started with Calley Personal Plan

      Introduction This is a Quick Setup Guide for you to start AutoDialing using Calley Personal - Free for Life plan. Calley Autodialer allows you to AutoDial right from your Android and iOS phone. It sets up a Call Center on your mobile phone, and you ...

    • Getting Started with Calley TEAMS Plan

      Introduction to Calley Teams This is a Quick Setup Guide to start AutoDialing using Calley TEAMS Plan. Calley TEAMS Plan allows you to create a team and assign numbers to AutoDial from your Android and iOS phone. It is a perfect Call Centre Software ...

    • Getting Started with Calley PRO Plan

      Introduction This is a Quick Setup Guide for you to start AutoDialing using Calley PRO Plan. Calley PRO Plan is a single user licence which allows you to AutoDial unlimited numbers right from your Android and iOS phone. It sets up Call Centre on your ...

    • Understanding Calley Team Structure

      Introduction to Calley Teams Calley TEAMS Plan allows you to create a team and assign numbers to AutoDial from your Android and iOS phone. It is a perfect Call Centre Software for your Outbound Calling Teams. You, as admin, log in to the web-based ...

    • Is there a file limit size on uploading CSV files in Calley?

      Hi,  No there is no file size limit for the CSV file you upload to call but there is a no of records limits which are enforced according to different subscription types you are in.  Calley PERSONAL  It is a Free for Life plan which has a limit of 50 ...