Campaign Leads

Manage the leads within a specific campaign. This includes viewing, adding, importing, and organizing leads tied to a campaign territory.

Accessing Campaign Leads

1. Navigate to your campaign
2. Click the Leads tab
3. View the list of leads in this campaign

Viewing Leads

Table View

The leads table displays campaign leads with expandable rows for buildings. Each lead shows:

• Street lead and unit information
• Current interaction state (color-coded)
• Zone assignment
• Verification status
• Actions menu

Buildings (multi-unit leads) can be expanded to show individual units.

Table Columns

Filtering and Search

Available Filters

Using Filters

1. Enter text in the search box to filter by lead
2. Choose verified/unverified status
3. Choose project
4. Choose building type
5. Use Clear Filters to reset all filters

Filters update the URL and persist across page refreshes.

Adding Leads

Manual Entry

Users with leads:create permission can add leads:

1. Click Add Lead
2. Enter lead details:

• Street lead
• City, state, postal code
• Country

3. Save the lead

Importing Leads

Import multiple leads at once:

1. Click Import button
2. Upload a CSV file
3. Map columns to lead fields
4. Preview the import
5. Confirm and start import

Large imports run in the background with progress tracking.

Import Progress

For background imports:

• Progress dialog shows current status
• Notifications when complete
• Review any errors or duplicates

Duplicate Detection

During import, duplicates may be detected:

1. Import pauses when duplicates are found
2. Review each potential duplicate
3. Choose to merge, skip, or create anyway
4. Continue with remaining leads

Managing Leads

Viewing Lead Details

Click an lead row to navigate to its detail page showing:

• Full lead information
• Interaction history
• Sales history
• Custom field values
• Units (for buildings)

Editing Leads

Users with leads:update permission:

1. Click the lead row menu
2. Select edit action
3. Modify fields
4. Save changes

Assigning to Zones

Leads can be assigned to zones:

1. From the lead actions menu
2. Select a zone
3. Or use the Map view for geographic assignment

Bulk Operations

Select multiple leads for bulk actions:

• Bulk Unassign - Remove zone assignments

Exporting Leads

Export Options

1. Click Export button
2. Choose export format:

• Export visible (filtered) leads
• Export all leads

Export Format

Exports generate a CSV file with:

• Lead fields
• Zone assignments
• Interaction states
• Custom field values

The filename includes the campaign name and date.

Lead States

Interaction States

Each lead shows its current interaction state:

• Color-coded badges
• States defined in campaign configuration
• Updated when interactions are recorded

See Interaction States for configuration.

Permissions

Required Permissions

Best Practices

Data Quality

1. Verify coordinates - Check leads appear correctly on map
2. Assign to zones - Organize leads geographically
3. Keep states current - Update interaction states regularly

Importing

1. Clean data before import - Fix formatting issues first
2. Use consistent format - Same lead format across imports
3. Review duplicates - Carefully merge or skip duplicates
4. Export regularly - Backup lead data periodically

Troubleshooting

Lead Not Appearing

If an lead isn't showing:

1. Check the search filter
2. Check the zone filter
3. Check the status filter
4. Clear all filters and try again
5. Refresh the page

Import Issues

If import fails:

1. Check CSV format and column headers
2. Verify required fields are present
3. Review import error messages
4. Check for invalid data in rows

Duplicate Dialog

If duplicate dialog appears:

1. Review each potential match carefully
2. Compare leads to determine if truly duplicate
3. Merge if same lead, skip if different
4. Continue processing remaining leads

Related Topics

• Map View - Geographic visualization
• Campaign Overview - Campaign management
• Interaction States - State configuration
• Team Leads - Team-wide lead view