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  3. Leads - Management

Introduction to Bulk Editing Follow

Overview

When delivering leads to the Convertr platform, whether from a Publisher's perspective or from a Campaign Manager's perspective, there are occasions when leads are uploaded incorrectly and require editing in large quantities. 

The Bulk Edit Functionality will allow certain user types to edit valid (but not delivered) and invalid data in bulk (if activated), thus allowing easy updates of leads in a campaign. Only existing fields can be updated; new fields cannot be added via this method.

Please note: Only Admin/Agency users will be able to edit valid but undelivered data.

The documentation on this feature has been broken into three main user types. Please select the relevant link below to learn more:

  • Bulk Lead Editing - Call Centre Users
  • Bulk Lead Editing - Admin/Agency View
  • Bulk Lead Editing - Publisher User

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

Related articles

  • Bulk Lead Editing - Publisher User
  • Bulk Lead Editing - Admin/Agency User
  • Bulk Lead Editing - Call Centre Users
  • Using the Adestra Form Lookup
  • Connected Apps: LinkedIn
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Related articles

  • Bulk Lead Editing - Publisher User
  • Bulk Lead Editing - Admin/Agency User
  • Bulk Lead Editing - Call Centre Users
  • Using the Adestra Form Lookup
  • Connected Apps: LinkedIn
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