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  3. Leads - Management

Adding a New Field to a Lead Follow

Setup Process

1. Go to the Platform and enter your login details:
 
 image of user login page
 
2. Select the required campaign.

 

image highlighting the search bar in a campaign
 
3. Find your lead or use the search box to identify your lead. Click the View button beside the correct lead. 
 Image of the search filter in the platform
 

view button image 

4. Within the Lead Details, click Add Lead Data.
 Image of the add lead data button


5. Enter the following details:


   a. Type - default to core data already
   b. Name - enter booking-date
   c. Value - enter the value to be added to the lead
   d. Source -  default to publisher already
   e. Buy Price - enter 0

Check the lead details are correct and click Save.

 

image of the area to add lead data

Articles in this section

  • Returned Leads in The Convertr Platform
  • Custom Returned Lead Flags
  • Replacement Leads In The Convertr Platform
  • Lead Export
  • Selecting Delimiters when Importing
  • Introduction to Bulk Editing
  • Bulk Lead Editing - Call Centre Users
  • Bulk Lead Editing - Publisher User
  • Bulk Lead Editing - Admin/Agency User
  • Always Deliver
See more

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Related articles

  • Adding A Pick List or the Choice Field to Your Form - Global Forms
  • Value Transforms: Regex Find and Replace
  • Global Forms
  • Dynamic Content Form Field Type - Global Forms
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