Import with a buyer brief
A list is easier to review when every row is checked against the same plain-English target buyer.
- Campaign context is clear
- Required columns are understood
- Weak rows are not hidden
- Reviewer owns the final decision
CSV lead review
Clean up a CSV before it becomes outreach.
Meetlane turns an imported list into a review board: accepted rows, skipped rows, research gaps, contact readiness, angle checks, and export decisions. The point is not to make every row look ready. The point is to make the next step clear.
What to review
A CSV should become a decision queue, not a blind list.
Good CSV review separates imported facts from reviewer decisions. Fit, research gaps, contact readiness, angle quality, and export readiness all need their own state.
Separate skipped and flagged rows
Messy CSVs should show what was accepted, what was skipped, and what still needs cleanup.
- Duplicate rows are visible
- Missing company context is flagged
- Unsupported rows stay out of the queue
- Review notes stay attached
Check fit before contact
A row can look useful while the person, account, timing, or contact state still needs review.
- ICP fit is reviewed first
- Wrong-person risk is visible
- Research gaps stay open
- Contact readiness stays separate
Research only when it helps
Company research should support a decision, not create another pile of unreviewed facts.
- Source-backed signals are preferred
- Old or vague signals stay weak
- Paid checks are intentional
- Provider details stay out of the workflow
Prepare reviewed rows
Only rows with a clear next step should move toward contact unlock, draft review, or export.
- Ready rows are named
- Blocked rows stay locked
- Promising rows can wait
- Export stays review-first
Keep the draft honest
CSV cleanup should lead to better angle review, not a message based on unsupported imported fields.
- Angles map to evidence
- Unsupported claims are removed
- Drafts stay editable
- Human review remains required
Reviewer decisions
Every imported row needs an honest next step.
Meetlane keeps CSV cleanup grounded in states a reviewer can act on: accept, flag, lock, export, or leave the row out of the current campaign.
Move to review queue
The row has enough fit and context to enter lead review, even if contact readiness still needs work.
Research gap visible
The row might be useful, but missing context should be fixed before the reviewer acts on it.
Contact not ready
The lead can stay in the campaign while contact details remain locked or unresolved.
Reviewed rows only
The next workflow receives only rows with a clear reviewed state and no hidden blockers.
Before export
A CSV is source material, not permission to contact.
Use the list to start review, then decide which rows deserve more research, which contacts stay locked, which angles are supported, and which rows are ready to leave Meetlane.
See lead reviewCSV guardrails
- Imported fields are reviewed before they become claims.
- Skipped and flagged rows stay visible.
- Contact readiness remains locked until intentional review.
- Exported rows keep a clear reviewed state.