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Marking Leads as Valid/Invalid/Test Follow

Michael Konomanyi
  • October 22, 2019 12:50
  • Updated

Validating a Lead

1. Within your campaign, go to the Leads tab.

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2. Identify the lead or leads to mark as valid and select the tick box next to the lead.

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3. Click Mark Valid.

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4. Select a reason to validate the lead, or enter an alternative reason, and select Route to Client Now to deliver the leads to the client through your integration choice. Then click Yes.

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Invalidating a Lead

1. Within your campaign, go to the Leads tab.

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2. Identify the lead or leads to mark as invalid and select the tick box next to the lead.

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3. Click Mark Invalid.

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4. Select a reason to invalidate the lead or enter an alternative reason, and click Yes.

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Marking a lead as Pending/Test

1. Within your campaign, go to the Leads tab.

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2. Identify the lead or leads to mark as Pending/Test and select the tick box next to the lead.

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3. Select Mark Test.

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4. If marking the lead as Pending, please select a reason or enter an alternative reason. If marking the lead as a Test please select the tick box for This is a Test Lead. Then select Yes.

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