Platform URL | https://[enterprise].cvtr.io/v2/leads | ||||||||
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API Endpoints | Check lead delivery status
Update lead flag status
Mark leads as delivered
Mark leads as undelivered
Mark lead as replacement
Reprocess leads
Delete leads
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Epic |
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Document status |
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Technical writers | |||||||||
Related Content | Global Leads Global Leads > Actions > View Global Leads > Export |
🏠 Feature Overview
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Flag/Manage
Reprocess a Lead: when selecting the lead(s), user has the option to reprocess them and to re-run all of the ‘Processr Jobs’ and Value transforms for that specific lead(s)
Flag a Lead as Valid, Invalid or Test: when selecting the lead(s), they have the option to flag a lead as Valid with the option to select why it has been accepted if one of the options does not apply the user can as well specify their own reason. Once flagging a lead as valid the user additionally has the option to then decide which integration they would like to run.
When selecting the lead(s), they have the option to flag a lead as invalid with the option to select why it has been rejected, if one of the options does not apply the user can as well specify their own reason.
When selecting the lead(s), they have the option to flag a lead as a test with the option to select why it has been marked as a test lead, if one of the options does not apply the user can as well specify their own reason.Mark a lead as Delivered and Undelivered: when selecting the lead(s), If the lead is valid and undelivered, they have the option to mark a lead as delivered which in hand marks the lead as billable to the advertiser. The user will need to sign and confirm before performing the action.
When selecting the lead(s), If the lead is valid and delivered, they have the option to mark a lead as undelivered which in hand marks the lead as not billable to the advertiser. The user will need to sign and confirm before performing the action.
\uD83D\uDDD2 Summary
Summarise the functionalities in a table
Functionality | User Story | |
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1 | Flag lead(s) as Valid | |
2 | Flag lead(s) as Invalid | |
3 | Flag lead(s) as Test | |
4 | Flag lead(s) as Delivered | |
5 | Flag lead(s) as Undelivered | |
6 | Flag lead(s) as Other | |
7 | Reprocess lead(s) |
\uD83D\uDDD2 User Permissions
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