Manage Leads

Donors - Lead Management

Shows a list of all the files that have been imported, the number of entries and a summary of related lead and call activity.

If you make a mistake with a Lead import, it is possible to delete the import file and the related leads as long as none of the leads you imported have been called, updated or saved within the system.   

If any of the leads you imported have been touched by the system then the file and entries can not be deleted. Instead, the import file can be marked as Inactive here. This preserves the history of activity within the system but prevents the import file and leads from being available in Call Lists.

Donors - Leads

Here individual entries are listed along with their status. The default Lead type is Imported. 

Leads that have been imported and then updated via a call activity in some way within the system have Lead type of Saved.  

Note

You can only open and view the details of leads once their type has been changed to Saved.