Leads

Bring your leads in, keep them useful

CSV and Excel imports use the same straightforward format, so your team does not need a separate spreadsheet mapping.

Import CSV or Excel

  1. Open Leads, then choose Add lead → Import CSV or Excel.
  2. Upload a `.csv` or `.xlsx` file. For Excel, Followthroo reads the first worksheet.
  3. Check the imported/skipped result. Every skipped row includes a readable reason.

Use a header row and one person per following row. Every person needs an email or a linkedin url; everything else is optional.

emaillinkedin urlfirst namelast namecompanytitlephonetags
first name,last name,email,linkedin url,company,title,phone,tags,city
Priya,Shah,priya@acme.com,https://www.linkedin.com/in/priyashah,Acme,Head of HR,+91 98765 43210,"warm,hr",Mumbai

Headers ignore case and spaces. Extra columns, such as city, are stored as lead fields that can be used in template variables.

Filter and export

Filter Leads by stage, owner, source, tags, group, search text, or LinkedIn profile. Owners and admins can choose Export CSV to download precisely that filtered, authorized result, including custom imported columns.

Attachments in email templates

Open an email template and attach up to five files (10 MB each). A campaign automatically sends the attachments saved on its selected template. Gmail and SMTP accounts support attachments; Zoho templates show a clear limitation instead of sending a message without the requested files.