Lead Management

Overview

Lead Capsule lead management capabilities are extremely robust. You can search for leads, in any of your configured verticals, with ease. Search options range from lead status, lead source, sales, dates, fields and data filters. Easily preview your leads and then select an action to perform. With a click of a button, you can export, sell, post to your clients, return, undo return, change lead status or delete leads.

Key Benefits

  • Robust Search Criteria – Finding exactly the lead, or leads, you are looking for is simple. Options for search criteria include:
    • Lead Id -  Locate a lead by its lead id
    • Lead Status – Locate accepted, rejected, returned or pending leads
    • Lead Source – Locate leads which came from web forms, imports, post in, CRM, Email, Vendor or even vendor campaign
    • Sales – Locate leads sold to a specific clients or client campaigns, or leads not sold to a specific client or client campaign. Or locate leads based on client lead status, number of times sold or number of times rejected by different clients.
    • Dates – Locate leads based on date created, purchased, sold or returned
    • Fields – Choose which fields to include in your search. Include system fields, like vendor or client, purchase or sale dates, return date and/or return reason, or lead status. You may also group by fields.
    • Data – Filter by any field definition. For example: you may want to see all the leads you have in a specific State or how many leads you have that over the age of 35.
  • Preview Leads – Preview the leads you searched for and ensure the results match to what you need. Sort by any field in your search results and see who the leads were sold to.

  • Export Leads – Export your leads to a CSV file. See our Bulk Export feature page for additional information

  • Sell & Export – Sell your exported leads to a client and/or client campaign for easy tracking of your sales. Save the file or Email it directly to your client.

  • Post/Repost to Campaign – Easily post your leads to your client campaign and deliver directly to your client’s API,  FTP server or Email them individual leads or a batch CSV. For more information on lead distribution, see ourLead Distribution page.

  • Return Leads – Return individual leads or a group of leads from your client and/or back to your vendor. Provide return reason

  • Undo Returns – You or your client return the wrong lead? No worries, quickly undo returns on individual or multiple leads.

  • Change Lead Status – Update lead status from pending to accepted or accepted to pending. When changing from pending to accepted, control the transaction date.

  • Add Leads – Manually add a lead to any configured vertical. Control lead status and price.

  • Edit Leads – Edit any lead with a click of a mouse. Update any field definition, the price of the lead and the lead status.

  • Delete Leads – Delete individual leads, all the leads you searched for, or all the leads in any of your lead verticals with a click of a button

Screenshots

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Search Criteria - General
Lead Management - Search Criteria - Sources
Search Criteria - Sources
Lead Management - Search Criteria - Sales
Search Criteria - Sales
Lead Management - Search Criteria - Dates
Search Criteria - Dates
Lead Management - Search Criteria - Fields
Search Criteria - Fields
Lead Management - Search Criteria - Data
Search Criteria - Data
Lead Management - Search Results
Search Results
Lead Management - Edit Lead - System Fields
Edit Lead - System Fields
Lead Management - Edit Lead - Vertical Fields
Edit Lead - Vertical Fields
Lead Management - Lead Actions - Export
Export
Lead Management - Lead Actions - Sell and Export
Sell and Export
Lead Management - Lead Actions - Post/Repost to Campaign
Post/Repost to Campaign
Lead Management - Lead Actions - Return
Return Leads
Lead Management - Lead Actions - Undo Lead Return
Undo Lead Return
Lead Management - Lead Actions - Change Lead Status
Change Lead Status
Lead Management - Lead Actions - Delete Leads
Delete Leads