Workflow

How to Create and Delete a CRM Lead List

Verified end to end. A disposable CRM lead list was created from a one-row CSV import, opened on its detail page, verified in the lead list, and deleted after the probe.

Evidence Summary

Workflow run
crm-lead-create-delete-20260519T124223Z
Lead id
14
Description
AI Demo CRM Lead 20260519T124223Z
Imported records
1
Final state
Deleted and absent from DT_SelectLeads

CRM lead create/delete workflow diagram

Create a Lead List

  1. Open /crm/leads.
  2. Click New lead.
  3. Enter a lead-list description.
  4. Upload a CSV file.
  5. Click Save.

The required CSV format follows the downloadable example: nome;email;localidade;morada;pais;telemovel;ncontrib. The verified import used a one-row CSV with name, email, Lisbon locality, address, country, mobile phone, and taxpayer number.

The verified save used multipart POST /ajaxserver with action=leads, option=postNewLead, description=AI Demo CRM Lead 20260519T124223Z, and file field file_import. The response returned {"success":true,"result":14}.

Verify the Import

After creation, OfficeGest opens /crm/leads/view/MTQ=. The verified detail page showed lead id 14, the imported description, status Active, and a lead-list table with one row containing the imported contact fields.

The lead list uses DT_SelectLeads with table=crm_leads, columns=id,description,active,records,created_at, and filter=1. The verified row returned records=1.

For changing the lead-list description or Active status after import, see How to Edit a CRM Lead List.

Delete a Lead List

  1. Return to /crm/leads.
  2. Click the delete icon on the lead-list row.
  3. Confirm the delete dialog.

The verified delete used POST /ajaxserver with action=leads, option=DELETE_lead, and id=14. The endpoint returned {"success":true,"msg":"Registration Successfully Deleted"}, and the final list lookup returned no matching row.

Artifacts