> ## Documentation Index
> Fetch the complete documentation index at: https://docs.tryorato.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Leads

> Organise your contacts into Lead Batches for targeted outbound campaigns. Add leads manually or import via CSV upload.

## Overview

The **Leads** section is where you manage all your contacts. Leads are grouped into **Lead Batches** - organised lists you assign to Campaigns for automated calling.

<Frame>
  <img src="https://mintcdn.com/oratoinc/p17B-McT_jBLUIPP/images/Leads-1.png?fit=max&auto=format&n=p17B-McT_jBLUIPP&q=85&s=c73d741388717f71bad1f6ed7799f39b" alt="Leads 1" width="1512" height="687" data-path="images/Leads-1.png" />
</Frame>

<Info>
  You need at least one Lead Batch with contacts before you can create a Campaign.
</Info>

***

## Lead Batches dashboard

Three stats are shown at the top:

<CardGroup cols={3}>
  <Card title="Total Batches" icon="layer-group">
    Number of lead batches in your account
  </Card>

  <Card title="Total Leads" icon="users">
    Combined contacts across all batches
  </Card>

  <Card title="Avg per Batch" icon="chart-bar">
    Average contacts per batch
  </Card>
</CardGroup>

Each batch card shows its **name**, **source** (Manual or CSV Upload), **date created**, and **total leads** with a progress bar.

***

## Creating a Lead Batch

<Steps>
  <Step title="Click Create Batch">
    From the Leads page, click **+ Create Batch** in the top right corner.
  </Step>

  <Step title="Name your batch">
    Use a clear, descriptive name - e.g. *"May 2026 — Real Estate Inbound"* or *"Webinar Signups - April"*.
  </Step>

  <Step title="Add your contacts">
    <Tabs>
      <Tab title="Add Manually">
        Click **+ Add Lead** and enter contact details one by one.

        Best for small lists or adding individual leads as they come in.
      </Tab>

      <Tab title="CSV Upload">
        Click **CSV Upload** and import a file. Your CSV must include at minimum a `phone_number` column in international format.

        **Example CSV:**

        ```csv theme={null}
        phone_number,name,email,company
        +14155551234,Sarah Chen,sarah@acme.com,Acme Corp
        +919876543210,Priya Sharma,priya@zest.in,Zest Ltd
        ```

        <Warning>
          All phone numbers must be in international format — `+1` for US, `+91` for India. Invalid numbers will fail to connect during the campaign.
        </Warning>
      </Tab>
    </Tabs>
  </Step>
</Steps>

***

## Managing batches

Each batch card has action buttons at the bottom:

| Action          | What it does                            |
| --------------- | --------------------------------------- |
| 👁️ **View**    | Open the batch and see all leads inside |
| ✏️ **Edit**     | Rename or update the batch description  |
| ⬇️ **Download** | Export the full batch as a CSV          |
| ⋯ **More**      | Delete or additional options            |

***

## Searching and filtering

Use the controls at the top of the Leads page to find specific batches:

* **Search batches**: search by batch name
* **All Sources**: filter by Manual or CSV Upload
* **Newest First / Oldest First**: sort by creation date
* **Grid / List view**: toggle between card and table layouts

***

## Best practices

<Tip>
  **Name batches with context.** Include the date and lead source: e.g. *"Jun 2026 - Website Signups"*. This makes it easy to pick the right batch when setting up a Campaign.
</Tip>

<Tip>
  **Keep batches focused.** One batch per campaign type performs better than one large mixed list. Lead filters in Campaigns work best when batches are segmented.
</Tip>

<Warning>
  **Don't call contacts without consent.** Ensure you have the legal right to call everyone in your batch. Regulations like TCPA (US) and TRAI (India) apply to automated outbound calling.
</Warning>

***

## Next steps

<CardGroup cols={2}>
  <Card title="Campaigns" icon="bullhorn" href="/campaigns">
    Use your Lead Batch to launch an outbound calling campaign
  </Card>

  <Card title="AI Assistants" icon="robot" href="/ai-assistant">
    Configure the assistant that will call your leads
  </Card>
</CardGroup>