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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Technical writers | |||||||||
Related Content | Global Leads Global Leads > Actions > View Global Leads > Export |
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The Global Leads page has a Flag/manage option that allows admin users and agency users to flag leads as Valid/Invalid/Test and to manage (mark as delivered, reprocess, delete etc.) leads. This Flag/Manage functionality enables the user to manually update the lead status.
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Flagging leads involves 3 steps:
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Functionality | User Story | |
|---|---|---|
| 1 | Flag lead(s) as Valid | Allows user to change the current status of a lead to Valid |
| 2 | Flag lead(s) as Invalid | Allows user to change the current status of a lead to Invalid |
| 3 | Flag lead(s) as Test | Allows user to change the current status of a lead to Test |
| 4 | Flag lead(s) as Delivered | Allows user to change the delivery status of a lead to Delivered. This marks the lead as billable to advertiser. This will require the user to sign and confirm before performing the action |
| 5 | Flag lead(s) as Undelivered | Allows user to change the delivery status of a lead to Not Delivered. This marks the lead as not billable to advertiser. This will require the user to sign and confirm before performing the action |
| 6 | Flag lead(s) as Other | Allows user to mark a lead as Replacement and undo the same |
| 7 | Reprocess lead(s) | Allows user to rerun QA jobs and Value Transforms on selected leads |
| 8 | Delete lead(s) | Allows user to delete leads from the campaign |
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