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Summarise the functionalities in a table
Functionality | User Story | |||||||
|---|---|---|---|---|---|---|---|---|
| 1 | Upload | Admin, Agency users and call centre users can download a sample CSV file with the fields required for the campaign and then upload a completed CSV file with lead details | ||||||
| 2 | 3 | 4 | 5 | 6 | 7 | 8 | 9Setup | Admin, Agency users and call centre users can select the publisher, tracking link for the set of leads and can also mark leads as replacement |
| 3 | Mapping | Admin, Agency users and call centre users can map form fields to CSV file’s fields and also save templates or reuse templates previously saved on the campaign | ||||||
| 4 | Preview | Admin, Agency users and call centre users can see a preview of 5 records that will be imported to the campaign so that they can confirm the data and can go to previous steps to edit the data |
\uD83D\uDDD2 User Permissions
Mention if access needs to be enabled for any user roles and attach the user matrixAdmin, Agency users and call centre users can import leads to a campaign.