This eight-minute video walks through some of the functions on the Manage Leads page, including:
- Checking the Account's total Leads versus the maximum allowed.
- Searching Leads using Date range and filters.
- Mass Editing Leads.
- Moving Leads between Lists.
- Redispositioning Leads
Additionally, the presenter gives an overview of the process for Uploading Leads, highlighting:
- Scrubbing for duplicates and DNC numbers.
- Mapping Lead fields.
- Reading the Upload Verification results.
- Checking the Upload Lead Logs.
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