Prepare your fields
The current CRM workflow uses name, phone, email, consent and do_not_call fields. Email is optional.
- Use international phone numbers starting with +
- Use accurate consent records
- Keep headers consistent
Do not invent permission
An affirmative consent value is not a substitute for actual permission. A Do Not Call lead should not be added to a calling queue.
- Review consent before upload
- Check skipped rows
- Avoid uploading unnecessary sensitive details