Campaign Requirements vs. Leads

Set your targeting criteria, upload the lead list, and instantly see which leads pass or fail each requirement.

Campaign Requirements

Client Name

Campaign ID

Client Brief (reference only)

Job Title (comma-separated)

Job Function (comma-separated)

Job Level (comma-separated)

Geo (comma-separated)

Company Size — Min

Company Size — Max

Revenue Min

Revenue Max

Industry (comma-separated)

Phone number required — flag leads without one

Lead Data & Lists

Initial RT — Approved Template (CSV, optional)

Upload Initial RT — checks if CC's RT has all required columns

CC's Report Template (CSV)

Upload CC's RT or drag & drop (.csv)

or paste

Paste RT from spreadsheet (first row = headers)

additional lists

NAC List (CSV)

Upload NAC

SUP List (CSV)

Upload SUP

Returns — Client Rejection Rules

Or upload manually (if client not yet in system):

Upload Returns CSV — past returned leads for exact email matching

AI Mode: Browser only Quick AI Check Deep AI Analysis

Total Leads

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Pass

—

Fail

—

Match Rate

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