Global Leads > Listing

🏠 Feature Overview

A logged in user can access the Global leads page by selecting the ‘Leads’ option from the left menu as shown below.

The main objective of the Global Leads page is to allow the user to manage their lead data, across multiple campaigns and publishers, all in one place.

The page provides a number of options such as:

• Leads breakdown widget

• Leads statistics graph

• Lead data view

• Flag/Manage leads

• Export leads

• Lead filtering

• Custom tables

• Table download and pagination

Leads Breakdown Widget

On the Global Leads page, the user can see a ‘Leads Breakdown’ widget that shows breakdown of lead data for the past 30 days. The widget shows total number of leads, invalid leads, valid leads and delivered leads across all active campaigns for the past 30 days.

Leads Statistics

Next to the leads breakdown widget is a graph showing the chronological leads statistics. The user can select the date range for which they want to see the lead data.

The graph shows the number of leads across active campaigns for the selected date range

Hovering over the graph will display the lead breakdown for the selected date

Leads Table

Below the breakdown widget and the statistics graph, is the Leads listing page, shown below.

The table has 15 default columns, as described below. Using the custom table view, users can add/remove columns from the table.

Custom Table View

The table provides a custom table option where users can select and deselect columns to show on the table.

Pagination

There is an option for pagination wherein the user can select the number of records to show on a single page. User can choose to display 10, 25, 50 or 100 records per page. Using the navigation arrows, users can go to next and previous pages.

Table Download

The table also comes with a download option, clicking on which the paginated table contents will be downloaded to the user’s local machine, once they agree to the terms and conditions shown before the download.

Column Filters

As with many other tables, Leads table provides filters for most of the columns:

Column Filter	Description
Id	Filter by Lead Id
Date	Filter by Lead Created Date
Campaign ID	Filter by campaign ID
Campaign	Filter by campaign name
Lead Generator	Filter by publisher name
Channel	Filter by channel
First Name	Filter by lead’s first name
Last Name	Filter by lead’s last name
Email	Filter by lead’s mail ID
Processr Status	Filter by processr status
Current Status	Filter by current status: valid, invalid, test or caution
Delivery	Filter by delivery status
Billable for Publisher	Filter by whether billable for Publisher or not
Billable for Advertiser	Filter by whether billable for Advertiser or not

Apart from the above, the user can perform a multitude of different actions on the lead data such as:

• View individual lead data

• Export leads

• Flag/Manage leads

These are described in the sections mentioned in ‘Related Contents’

\uD83D\uDDD2 Summary

\uD83D\uDDD2 User Permissions

Admin, Agency and advertiser user have access to Global Leads. For the level of access each user role has, please look at the user matrix below.

https://docs.google.com/spreadsheets/d/1i4qTTKkC3rF3EyEOh2585ktDDGge0L0IMVDNCwriFR0/edit#gid=1329587291