Sheets can be used for a multitude of tasks, including lead lists for OBTM, the bulk upload of agent skills or campaign assignments via API feed, or for the storage of large amounts of data that can be called upon from within a script via integration or custom script object.

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1. Accessing the Sheets

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The standard column headers for lead lists are shown above. These are the most common parameters, and it is not mandatory that these be utilized.*
*The exception being the "Locked" columns which are needed for CX Route to call on the records. These columns should not be unlocked or deleted. Doing so will negatively impact the OBTM functions of your campaign.
To create your own:
- Scroll to the empty text box at the bottom of the list and type the name of the column you wish to add
- Click the second column* to display a list of formatting options
  
  *Click on the text inside the dropdown to display the list. DO NOT click the down arrow to the right.
  - Alphanumeric [default]
  - Numeric
  - Date/Time
- Enter the character limit (if required)
  
  *This field can be left blank if there is no limitation.
- Click Add
- The new column will now appear at the end of the list
  - The following can also be adjusted here:
    - Regular [default]/ Unique/ Lookup
      - Regular: column has no input restrictions on it and will allow for multiple records to have the same value.
      - Unique: column is indexed as a Primary key and duplicate entries will be rejected if attempted.
      - Lookup: Index which allows for faster searches in this database. Good for large datasets and does allow for duplicate entries.
    - Unlocked [default]/ Locked
      - When a Lead Sheet is created from an Outbound Campaign, the following columns are set to Locked because they are required for the Outbound Lead Management system:
        Last Dial
        Last Disposition
        All Dials
        Filter Available
        Lead ID
        Contact ID
        *As mentioned above and in the Lead Sheet article, these default fields are required for OBTM and should not be unlocked or deleted.
- To delete a column, click Delete (you will be prompted before the entry is removed)
- To adjust the order the columns appear in this list, click the down/up arrows
  - This column order is reflected on the Records tab of the sheet:
Click Update to save and close the columns

You do not need to delete unused columns if your sheet is not using them.