Upload leads and map your fields.
Learn how to upload a CSV, match your spreadsheet columns to Purple3, review missing information and get a campaign ready.
PURPLE 3AI MANAGEMENT SERVICESShort guides explain the everyday tasks clients actually need: getting leads into the system, understanding activity, controlling campaigns and knowing when a person should step in.
Learn how to upload a CSV, match your spreadsheet columns to Purple3, review missing information and get a campaign ready.
Learn Live Activity, call results, Next Action, conversation history, Actions / Needs Attention and Re-Evaluation.
Learn campaign length, calling days and hours, daily limits, pause/resume, usage, caps and buying more usage.
Learn people versus phone-number status, referrals, promising paths, exhausted contact points and what Purple3 is pursuing next.
Callbacks, appointments and review items should be clear. Purple3 explains what happened and what your team needs to do.
When outside CRM or calendar integrations are configured, Purple3 can pass the important outreach results without trying to replace your entire business system.