Skip to main content

Set Up Calling Data for Your Team

A Data Set holds the Lead Data records for one calling effort. A CRM admin can create it, import a CSV or Excel file, assign the records, and activate it for the calling team.

Entry pointCRM → Lead Data → Data Sets → Create data set

Before You Start​

Prepare a CSV or Excel file with names and usable phone numbers. Decide which executives should receive the records. You can keep records unassigned at import and assign them later.

Create the Data Set​

  1. Open CRM → Lead Data → Data Sets and select Create data set. Some focused roles see Lead Data directly in the sidebar.
  2. Enter Data set name and choose Source. Optionally add Description, Sub-source, Owner, and start or end dates. Records in this data set inherit the selected source and sub-source.
  3. Select Save and import Lead Data to create the draft and open the importer. Select Save draft if you want to import later.

The new data set shows Draft. If you saved without importing, open it and go to Data & Assignment → Open importer.

Import Records​

  1. Upload your CSV or Excel file in the importer.
  2. Map its columns to Brixi's standard or custom fields and review the validation preview.
  3. Choose Keep unassigned or Assign after import. If you assign now, choose executives and percentages totaling 100%.
  4. Start the import and review the result. Correct rejected rows in the source file and retry while the data set is still Draft.

You should see the imported record count on the data set. Open Leads to inspect individual records.

Assign and Activate​

If you kept the records unassigned, open Data & Assignment. Under Assign leads to executives, choose Assign unassigned, add each executive, and set percentages totaling 100%. Select Preview, then Confirm assignment. The Assigned count and Currently assigned list should update.

Select Activate in the data set header when the records and assignment are ready. Its status changes to Live, and assigned records become available in My Queue. You can link a script or published call feedback form from Overview.

Common Issues​

IssueWhat to check
Create data set is missingA CRM admin must create and manage data sets. Ask your admin to check your role.
Open importer is disabledImport is available only while the data set is Draft.
Assignment cannot be confirmedSelect an executive for every row and make the percentages total 100%.
The queue is emptyConfirm the data set is Live, the records are assigned, and queue filters are clear.

Contact Brixi support if an import stays stuck or a confirmed assignment does not update the counts. Include the data set name, approximate record count, and the error message.

For later changes, see Manage a Lead Data Set. For the complete workflow, see Calling Data / Lead Data in the Web App.

Was this article helpful?If something is unclear or out of date, email support@brixi.ai with the article title — or see Getting Help for what to check first.