Importing & Assigning Leads
Links to Other Resources
Where are the leads coming from?
Lead Manager is a platform for working your leads; it does not provide leads. You can add any leads into the platform that you want. Agency Unsold Quotes from My Work Items, Blueprint campaigns and Centralized Lead Distribution offers are automatically added. You can also set up integrations with web providers to automatically add purchased internet leads to your account. Finally, you can upload lists (CSV files) or manually enter individual leads.
Can I view the creative that was sent to a customer or prospect along with the lead information?
At this time you will not see creative that was sent to any specific prospect in your Lead Manager account.
Can I upload leads into the tool? How long will it take to be in the system?
Yes, you have the ability to upload lists into the system or add a singular lead as well. When uploading a list, the file should be in .CSV format with column headers (name, address, etc.) on row 1. Once leads are uploaded into the system they will be scrubbed for compliance. This process takes approximately 4-10 hours.
Where can I find the lists that I’ve uploaded?
First, be sure to add a custom import name when uploading. On the Leads> All page, you can navigate to Column options > Import Name > Save As Default Columns. Now Import Name will appear next to Source. If you click the down arrow on the column header, you can filter by Import Name which will allow you to see your uploaded list.
Will leads stay in my other tools?
Lead Manager will not affect your other tools. Leads you have been working in those tools will stay there unless you choose to import them into the Lead Manager platform.
Can I assign leads to people in my agency?
Yes, anyone with administrator rights on the account can assign leads to staff in your agency either automatically or manually. You can also unassign leads. For detailed information, check out our “Assigning Leads” document.
Can I see leads that are assigned to other users?
If you have Admin rights, you can see leads that are assigned to anyone on the platform. If you have User rights, you will only see leads that are assigned to you. For agencies that use the Shark Tank feature, users will also see unassigned leads in the Shark Tank.