How do I upload my warm market?
Warm Market page → use the empty-state CTAs: paste names from notebook (best for bulk), add one by one, or upload CSV.
Last updated May 30, 2026
Open Dashboard → Warm Market.
If you're brand new, the empty state shows three CTAs:
- Paste names from notebook (best path — opens a modal for bulk entry, up to 100 names per paste)
- Add one by one (full form: name + relationship + phone + email + tags)
- Upload CSV
For the paste flow, phone and email aren't required — name and relationship are enough. The bottleneck for most reps is remembering names, not collecting digits.