Publisher Ability to Edit leads
- Barnaby Murtagh (Unlicensed)
Current v1 scope proposed:
The request is to allow publishers to be able to edit leads vs importing multiple invalid leads. The ideal solution would be to have something similar to the campaign leads section, but with limited functionality for the publishers to manage leads through. Ability to delete leads, bulk edit leads, etc. (PFR-387)
Publisher users will only be able to edit invalid data. |
Publisher users will not be able to edit data that has been delivered and flagged as invalid. |
Publisher users will need to be reprocess the lead. |
Publisher users will only be able to edit the data they submitted. |
Publisher users will not be able to delete a record. |
This functionality will not be available via the Publisher API. It will be available via the v4 API |
There will be not bulk functionality, Publisher users will have to edit the data using the exisitng edit functionlity. |
This functionality will not work with the existing Convertr Connect Integration. |
Publisher users will need no approval before resubmitting a lead to be reprocessed. |
For reporting, this will only be reportable via the database in terms of understanding which leads have been edited. |
The customer will be charged for the reprocessing of data. |
Admin and agency users will be able to toggle this setting on or off on a campaign level only. |
We will not lock any fields to be edited the Publisher user will be able to edit all data that they submitted. |
We will not limit the amount of times the user can edit the data |
We will not apply a time limit to when a lead can be editied. |