LeadConduit by ActiveProspect

Manual Lead Delivery


  

about configuring lead delivery 

You can always download your leads through your web-based account at anytime by using the "manual delivery" option. Downloading leads through the manual delivery process automatically moves the downloaded leads from "Pending" status to "Delivered" status.

Note: A Manual Transfer is not the same as Exporting Data which does not change the status of the Leads.

Complete the following steps to download your leads as a manual delivery.

  1. Click the Tools tab.
  2. Click the Manual Delivery hyperlink item.
  3. Follow the directions on the screen to download the leads in the format you want.

Leads may be downloaded in CSV or tab-delimited formats. Users may also specify whether fields should be quoted and whether or not the header row should be included in the file.

 

Tags:
last updated 4/14/2009 10:10 AM