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Leads

Use the Leads section to create, import, and manage contacts inside Reach. This is the main area for building your outreach database before launching campaigns.

Updated this week

Overview

Inside Leads, you can:

  • add a single contact manually

  • import leads from a CSV or Excel file

  • import members directly from a Telegram group

  • organize and review your contacts in one place

Create a lead manually

To create an individual lead manually:

  1. Open Leads from the left sidebar.

  2. Go to All Leads.

  3. Click Add Contact in the top-right corner.

  4. Enter the lead’s information.

  5. Save the contact.

This is the best option when you want to add a small number of contacts one by one.

Import leads from a CSV or Excel file

To upload an existing lead list:

  1. Open Leads and stay on All Leads.

  2. Click Import.

  3. In the import window, upload your file by either:

    • clicking the upload area, or

    • dragging and dropping the file into the modal

  4. Use a CSV or Excel file format.

  5. Let Reach verify the file and map the columns to the correct system fields.

  6. Confirm the import to add the leads to your CRM.

We also provide a Template to ensure your CSV includes the right content and structure for import.

Reach is designed to automatically validate the uploaded file and help match your columns during the import flow.

Once the leads are imported, you'll be able to see in All Leads:

Import leads from a Telegram group

Reach also allows you to import contacts directly from Telegram group members.

To do this:

  1. Open Leads.

  2. Start the group import flow.

  3. Select the Telegram group you want to import from.

  4. Choose the import settings.

  5. Review the member list.

  6. Select the contacts you want to bring into the CRM.

  7. Confirm the import.

During this process, Reach displays the group members so you can review them before importing.

Recommended import option

When importing Telegram group members, Reach recommends importing only users who have a username.

This helps ensure cleaner contact data and improves usability for outreach workflows.

You can select which members you'd like to import or click on Select All, before click on Import.

Complete the import

Once the import is confirmed, Reach processes the selected contacts and displays a completion message.

After that, the imported leads become available inside All Leads, where you can search, filter, and use them in your campaigns.

Best practices

  • Use manual creation for one-off contacts

  • Use CSV or Excel import for bulk lead uploads

  • Use Telegram group import when sourcing prospects directly from communities

  • Review contacts before confirming large imports

  • Prefer leads with usernames when importing from Telegram

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