OutlioDashboard
UniversityLeads & Lists

Leads & Lists

8 articles

Prepare CSV files, map fields, manage statuses, and keep lists clean.

Lead data quality drives personalization

Clean fields, consistent headers, and verified email addresses make variables safer and help your replies stay organized.

CSV formatting for lead imports

Prepare a CSV that imports cleanly.

4 min read

Mapping CSV fields

Match uploaded columns to Outlio fields.

3 min read

Required and recommended lead fields

Know which lead data matters most.

3 min read

Duplicate lead handling

Avoid sending the same person repeated outreach.

4 min read

Lead statuses explained

Understand where leads are in the campaign lifecycle.

3 min read

Stop sending to specific leads

Prevent future sequence steps for selected contacts.

3 min read

Export campaign leads

Download leads and campaign outcome data.

3 min read

Lead enrichment prompts

Use custom lead fields to improve personalization.

5 min read

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