Agencies Rules

Agency users should be able to access the following features with in the Platform when they login:

Dashboard

Widgets visible: Campaign Totals, Leads total

Advertisers:

Ability to 'Add' new Advertiser

Ability to ‘Create a Campaign’

Ability to 'View' a Campaign

Publisher:

Ability to 'Add' new Publisher

Ability of to ‘Import Publishers’ from a file

Ability to ‘Edit' a Publisher details

Ability to 'View' a Publisher details

Ability to 'Delete' a Publisher details

Forms:

Ability to 'Add' new Active Form

Ability to 'Edit' Active Form

Ability to 'Save As New' an Active Form

Ability to 'Add via CSV' for Active Form

Ability to 'Archive' Active Form

Ability to ‘Activate ’ an Archive Form

Ability to ‘Edit’ an Archive Form

Ability to ‘Delete’ an Archive Form

Leads:

Widgets visible: Leads Breakdown (Pst 30 days), Billable Leads across Active campaigns ‘Leads', ‘Invalid (%)’, ‘Valid (%)’, 'Delivered (%)’

Ability to ‘Flag/Manage’ a Lead

Users:

Ability to ‘Add a New User’ to the Convertr instance

Ability to ‘Edit’ a Users details

Ability to ‘Delete’ a Users details

Ability to ‘Search’ for a User

Ability to ‘Download ’ a CSV file of Users list

Ability to set a ‘Watch’ status for a User

Ability to ‘Enabled / Disabled’ User status

Connected Apps:

LinkedIn

Facebook

Google Ads

Bombara

ON24

Twillio

Eloqua

Reports:

Advertiser Performance

ROI Breakdown

Publisher Report

Publisher Performance

Lead Export

System:

Validation Lists

Batch Management