Flag Reasons
- Adam Carter
- Arunima Kurup Prasad
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Platform URL | |
|---|---|
Epic | |
API Endpoints | Load Invalid Flag Reasons
Load Returned Reason Flags
Add Returned Flag Reason
|
Document status | FOR REVIEW |
Document owner | @Danny Hannah @Adam Carter |
Technical writers | @Arunima Kurup Prasad |
Related Content | https://convertr.atlassian.net/wiki/spaces/PF/pages/2011922461 https://convertr.atlassian.net/wiki/spaces/PF/pages/3079667892 |
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 âFlag Reasonsâ page at the Enterprise level.
This page currently has a single tab called âInvalid' that lists all existing Invalid reasons that are available by default in the system. There is a âConfigureâ button available in the âActionsâ column for the reason: âReturnedâ.
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 âNoneâ by default.
Admins can add new custom reasons for the Returned category by typing in the new category name and clicking on the âAddâ button.
On clicking âAddâ, a warning dialog is shown to the user informing them that adding the category is a permanent action and cannot be undone. This warning is shown specifically because there is no option to edit or delete custom flag reasons, once they are added.
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 âMark as Invalidâ and selects the Invalidating reason as âReturnedâ.
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 âReturnedâ and with a custom reason category, then selecting the â2nd check flag reason categoryâ 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
Currently it is possible to add custom reason categories only for Returned Reasons.
Summary
Functionality | User Story | |
|---|---|---|
| 1 | Add Returned reason categories | An Admin/super admin user can add custom reason categories under the Reason type âReturnedâ, so that when flagging leads as Invalid with reason as returned, they can select the exact reason for returning the lead(s) from the dropdown. |
 User Permissions
Only Admin users have access to the Enterprise section of the platform.