Global Leads > Flag/Manage

🏠 Feature Overview

The Global Leads page has a Flag/manage option that allows admin users and agency users to manage leads.

Flagging leads involves 3 steps:

1. Leads

2. Type

3. Processing

Step 1: Leads

This step involves selecting the leads for actioning. The user can select leads in multiple ways:

i. User can use the checkboxes available against each lead to select the lead, as shown below

ii. User can type in the lead ids in the text area provided under ‘LEAD ID(S)’

iii. User can import leads via CSV file using the Import icon, shown below

Step 2: Type

Here, the user can select the type of flagging or management for the selected leads. THe below options are available:

• 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

\uD83D\uDDD2 User Permissions

https://docs.google.com/spreadsheets/d/1i4qTTKkC3rF3EyEOh2585ktDDGge0L0IMVDNCwriFR0/edit#gid=687611748