| Page Properties | ||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
🏠 Feature Overview
The Flag/Manage option available on Global Leads page and Campaign Leads page allow certain user roles to mark leads as Valid/Invalid/Test/Delivered/Undelivered etc.
While flagging leads using the options Valid, Invalid and Test, the platform provides some default reasons to be selected. Sometime, additional custom reasons need to be available when flagging leads. To facilitate adding custom flag reasons, we have a ‘Flag Reasons’ page at the Enterprise level.
...
This page currently has a single tab called ‘Invalid' that lists all existing Invalid reasons that are available by default in the system. There is a ‘Configure’ button available in the ‘Actions’ column for the reason: ‘Returned’.
Admin users can click on the Configure button to add custom reasons for the Returned reason category.
Clicking the Configure button opens the below modal, which contains the entry ‘None’ by default.
...
Admins can add new custom reasons for the Returned category by typing in the new category name and clicking on the ‘Add’ button.
...
On clicking ‘Add’, a warning dialog is shown to the user informing them that adding the category is a permanent action and cannot be undone.
...
If the user clicks Yes, the category will not be added to the list. If the user clicks Yes, the new category will be added to the the list of Returned reason categories.
...
The Returned reason categories added in this way will be available in Flag/Manage modal when user selects ‘Mark as Invalid’ and selects the Invalidating reason as ‘Returned’.
...
The reason category is reportable via both Lead Export and Leads Report Builder.
Lead Export
If a lead is invalidated using 2nd check flag reason as ‘Returned’ and with a custom reason category, then selecting the ‘2nd check flag reason category’ in the fields will show the custom flag reason in the lead export report.
Flagging as Invalid with reason as Returned and with custom reason category
...
Selecting relevant fields in Lead Export
...
Lead Export Report showing custom Returned reason category
...
Report Builder
Similar to lead export, it is possible to report on leads flagged using custom returned reason category.
...
Report output
...
\uD83D\uDDD2 User Permissions
...