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How to: Available actions in the Leads tab

Updated over 2 years ago


To start an action you need to click on the 3 dots that appear on the left next to each row.

  • Change Type - manual update of Lead/ FTD

  • Change sale status - manual update of the sale status

  • Manual injection - You can take all the Failures and send them to another Box/ Brand.
    Click on the 3 dots and choose select, after selecting an action- ‘inject leads, select campaign, affiliate, and Apply.

  • Delete - you can delete a lead from the CRM

    Click on the 3 dots on the left of a specific row, and click Select, then choose one of the options above.

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