> ## Documentation Index
> Fetch the complete documentation index at: https://docs.whappy.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Adding & managing leads

> Add leads one at a time or import them in bulk from a CSV file.

Leads reach a campaign in one of four ways: you add them by hand, you import a CSV, they arrive from an [integration](/integrations/webhook), or they come in from a [Meta lead ad](/integrations/meta-conversions).

## Adding a single lead

From the campaign's Leads tab, open the actions menu and choose **Add single lead**. You need a name and a phone number in full international format; email and any of your own information fields are optional.

## Importing from CSV

Choose **Import from CSV**. The import runs in five steps.

<Steps>
  <Step title="Upload">
    Select your file. The first row must contain column headers.
  </Step>

  <Step title="Map columns">
    Tell Whappy what each column is: **Name**, **Phone**, **Email**, one of your own information fields, or **Do not import**.

    Name and phone are required. Any other column can be mapped onto a custom field so the imported value is available to the AI assistant in conversation.
  </Step>

  <Step title="Preview and validate">
    Whappy checks the mapping and the data, and reports two kinds of problem: **mapping issues**, which send you back a step, and **validation warnings** on individual rows.
  </Step>

  <Step title="Import">
    Rows are added to the campaign.
  </Step>

  <Step title="Complete">
    A summary of what was imported.
  </Step>
</Steps>

### File requirements

* First row must contain **column headers**.
* **Name** and **Phone** columns are required.
* **Email** and custom information columns are optional.
* Phone numbers must include **country codes** — for example `+34644123456`.
* Maximum **1,000 rows** per import.

<Note>
  Split a larger list into several files of up to 1,000 rows. Importing the same lead twice does not create a duplicate when the lead arrives from a connected integration, but a CSV row is taken at face value — check before re-importing a file.
</Note>

## Deleting leads

Delete one lead from its row's actions menu, or tick several and use **Delete selected**. The selection bar shows how many are selected and lets you clear the selection.

Deleting a lead removes its conversation history with it.

## Test leads

A campaign can hold test leads alongside real ones so you can try a funnel end to end without messaging a real person.

<Note>
  For testing a whole funnel against realistic, difficult customers rather than one lead of your own, use [Rehearsal](/autopilot/rehearsal) instead — it runs six personas through the campaign and contacts nobody.
</Note>