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By the end of this page you have leads in Prospects: added one at a time, pasted in from a list, or imported from a CSV.
Where
Leads→Prospects
Your role needs
Read access to Prospects read-leads. Admin, Member and Viewer have it by default.
To create or change
create-leads to add one, update-leads to change one, on top of the permission above.
If you cannot find this in your sidebar, your workspace may have a custom menu configuration. Contact support and we will check it for you.

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Before you begin

  • Leads and their tags belong to the workspace you’re viewing. Switch first if the leads you want to add belong somewhere else.
  • Running an import needs create-imports on top of the permissions above. Without it the Import shortcut is not drawn at all, and the CSV wizard’s Start Import is inert with a tooltip in place of a working button.
  • Pasting a list and importing a CSV both need a tag before they will start, so the workspace needs at least one tag. Adding a lead by hand does not.

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Steps

1

Open the Add menu

Go to and choose Add. The menu that opens offers four ways to put leads straight into the list: Add manually, Paste email addresses, Import a CSV and Search new leads. This page covers the first three: the manual form, the paste flow, and the CSV wizard, including its column mapping.A fifth card sits below a divider: Lead generation, which hands off to the automated-search flow. From Prospects that hand-off goes nowhere. Set a lead source up from the agent instead.There is also a shortcut next to Add: the Import icon opens the same CSV wizard directly, at step 4 below, skipping this menu.
2

Add a lead by hand

Pick Add manually. Name is the only field this form requires. Tags, Company, Job Title, Email and Phone Number are all optional. Email and Phone Number each hold exactly one entry here; a CSV can carry up to three of each if a lead needs more than one address or number. Company links the lead to a company already in your workspace, or opens a form to create one without leaving this screen. Choose Add to save.
3

Paste a list of addresses instead

Pick Paste email addresses to add several leads at once. Separate them however you like: commas, spaces, tabs, semicolons and new lines all split the list, and repeats are dropped. The count of valid addresses updates as you type, anything unreadable is counted separately as skipped, and the valid ones are listed as removable chips. Pick a tag, leave AI Company Recognition on or switch it off, then submit. The button names how many leads it is about to add.The leads are created in the background. A toast confirms the import has started and the overlay closes straight away, before any of those leads exist.Each pasted address becomes a lead named from whatever comes before the @. There’s nowhere on this screen to give a proper name.
4

Import a CSV instead

Pick Import a CSV, then drop a file on the dropzone or click it to browse for one. No file to hand? The same screen offers a template carrying every column PipeLime understands, the required ones marked with an asterisk.PipeLime reads the header row and matches your columns to its own fields: a built-in multilingual match, plus a short AI pass for whatever the built-in match does not recognise. If that AI pass is slow or unavailable, the built-in match stands on its own. When both required fields (Name and Primary Email) came out matched, the wizard skips the mapping step and lands on Review; otherwise you map the columns yourself.
5

Map the columns, if PipeLime asks you to

Every column in your file gets a dropdown of every field PipeLime understands. Only two are required, and they are marked with an asterisk: Name and Primary Email. The rest are optional: a description, job title, two further email columns, three phone columns, location, social links, and a matching set of fields for the lead’s company. A column PipeLime already matched shows highlighted; a field can only be claimed once, so a field another column already holds is greyed out in the list. Leave a column on Don’t import to drop it. Continue stays off until both required fields are mapped.There is no field for a company’s name. The company columns cover its website, description, contact details and social links instead.
6

Review, tag it, and start the import

The review screen previews the first five rows and counts every row in the file, next to one more decision: AI Company Recognition, on by default, identifies a company from each lead’s email domain and builds a profile for it (description, logo, contact info, social links), skipping generic providers like Gmail, Yahoo and Outlook. Pick a tag, which is required here too, then choose Start Import.A progress screen narrates each stage while the import runs. A large file can take a few minutes; keep the window open, and the wizard closes itself once the import reports that it finished.

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What happens next

The form, wizard or overlay closes and the Prospects list reloads by itself.
How much is already in that list depends on the route you took.
  • A lead added by hand exists the moment you save it, and a toast says so.
  • A pasted list is queued, so the reload that follows the toast usually shows nothing new yet.
  • A CSV started from Import a CSV holds its progress screen until the import reports that it finished, so those leads are there when it closes. Started from the Import shortcut instead, the same wizard also raises a “Leads imported successfully” toast.
Nothing watches for a queued import afterwards. Choose Refresh a minute later; when a reload finds more leads than the list held before, a toast counts them for you.

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Troubleshooting

Continue, on the column mapping step, needs both required fields (Name and Primary Email) pointed at a column. Start Import, on the review step, needs a tag. If the tag picker offers no tags and no way to create one, your role cannot create tags; ask someone who can to make one for you. If Start Import is greyed out even with a tag chosen, hover it: a role without permission to run imports gets a tooltip there rather than a working button.
The dropzone only takes a file the browser reports as text/csv, and refuses anything else with Please upload a CSV file. Clicking the dropzone to browse for the file skips that check, so use it when you know the file is a CSV. Either way PipeLime expects comma-separated values with a header row.
A CSV import that fails partway replaces the progress screen with the error and a Back to review button. It returns you to the review step with your file and mapping intact, so you can change them and start again without uploading anything.

Import companies from a CSV

A different five-step wizard, for company lists instead of people.

Tags: how agents, sources and leads connect

Why every bulk add asks for one, and what a tag does for a lead afterwards.

Quickstart: send your first lead

Add leads from your own code instead, through the public lead-intake API.

Working the Prospects list

Where these leads land, and every action a row offers once they’re there.