Upload a DTS Lead List and Launch a Campaign in Prop AI

To engage Direct-to-Seller leads, you'll need to upload your list and set up a campaign in the Prop AI web app. Here's how to do it step by step.

Prepare your lead file

1. Make sure your DTS lead list is in CSV format.
2. Confirm the file includes phone numbers and other key data.

Create your campaign in Prop AI

1. Log in at app.prop.ai.
2. Go to the Campaigns section.
3. Click New Campaign.
4. Name the campaign (e.g., DTS-0226-Fernando) and click Create Campaign.

Upload your lead list

1. Click Choose a file and select your CSV file (e.g., "APS Challenge Fernando").
2. Click Open to upload the file.
3. The system will auto-map fields — confirm accuracy.
4. Click Submit. You should see a summary (e.g., 996 leads uploaded).

Complete campaign setup

1. Click Next after the upload.
2. Select the script Soft-Set 2.0 (designed for DTS).
3. Set:

• Agent name: Gen
• Follow-up caller: your name (e.g., Fernando)
• Company name: Find2Palm Homes

1. Click Next to launch the campaign.

📍 Tip: Ensure your campaign’s time zone matches your call region (e.g., Colorado).

Access and monitor your leads

• Use the Fernando Leads tab in the CRM.
• Filter leads by status such as Hot Leads or Callback Requested.
• Click any lead to view contact details and notes under 'Lead Details'.

Troubleshooting

• If uploaded leads do not appear in your Smart List, the integration may be broken.
• Report issues to Prop AI Support or your assigned engineer (e.g., Matt).

For more guidance, see the Using Prop AI for Campaign Management walkthrough.