Bulk Edit

Platform URL	https://[enterprise].cvtr.io/v2/campaigns/{campaignId}/leads
API Endpoints	Load Form `GET /api/v4/forms` Load Mapping `GET /api/v4/leads-import/form/{formId}/campaign/{campaignId}/form-mapping` Upload CSV file `POST api/v4/files/csv` Bulk Edit of Leads `POST /api/v4/bulk-edits`
Epic	DASH-322 - Getting issue details... STATUS DAS-2021 - Getting issue details... STATUS
Document status	DRAFT
Document owner	Danny Hannah Adam Carter
Technical writers	Arunima Kurup Prasad
Related Content	Campaign > Leads

🏠 Feature Overview

Like the Global leads page, the Campaign > Leads page also has a Flag/manage option that allows admin users and agency users to flag leads as Valid/Invalid/Test and to manage (mark as delivered, reprocess, delete etc.) leads, within the campaign.

This Flag/Manage functionality enables the user to manually update the lead status.

The option is available just above the leads listing table.

Flagging/Managing leads involves 3 steps:

Leads selection
Type selection
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

\uD83D\uDDD2 Summary

Summarise the functionalities in a table

	Functionality	User Story
1

\uD83D\uDDD2 User Permissions

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

	Requirement	User Story	Importance	Jira Issue	Notes
1	Bulk Edit	As an admin or agency user they will need to have the ability to perform all of the above action 1-6 within a bulk action. The user will be able to input a list of lead id(s) (separated by a semicolon) then select the action they wish to perform in bulk.	HIGH