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How can I add leads into Catchlight?

When using Catchlight for the first time, there are two ways you can enter leads into your account:

    • Add Leads via File Upload
      • Please make sure to download and use our template - do not change the headers, delete, or move columns.
      • Make sure each lead has at least one piece of contact data (email, phone number, or address) but for best output, enter as many as you have.
      • Our template can be found on the Add New Leads page. First, click the “Add Leads via File Upload” option. Next, click the “Download template” link.

    • Import from CRM
      • Easily sync leads through our integrations with Redtail or Wealthbox

After you have added contacts into Catchlight once, you will have the ability to enter leads individually from the Your Leads page after clicking the "+ Add Leads" link near the top of that page.