Managing Leads from a Provider Order

If leads have been generated from the activity/event you ordered, you can manually upload them to the order to maintain a record. The provider can do this too.

1. Navigate to your My Orders page (note: the location and the name of the page may be different)
2. Click View Order next to the order you want to update.
3. Go to the Leads tab to see which leads already exist for the order.
4. To upload a single lead:
   • Click the Add Lead button. The New Lead form opens.
   • Complete the details requested in the form and click Save. The contact is added to the linked contact list and the Contacts area of your portal.
   • The contact is displayed in the Leads list for the order.
5. To upload multiple leads:
   • Click the Upload Leads button. The Upload Leads window opens.
   • Click Upload and choose the file of contacts to import. The file can be in XSLX, XLS, TXT, or CSV format. 
   • Specify if your file includes a header row.
   • Click Upload.
   • Map the header columns to portal record fields, to confirm which contact field in portal records should be populated with the values from each column in the upload file.
   • Click Upload Leads. The contacts are added to the linked contact list and the Contacts area of your portal. Note: if a contact is invalid, or already exists, the import of that contact will fail. The upload presents a failure message and a link from where you can view the failed rows from the import.
   • The contacts are displayed in the Leads list for the order.
6. To export a CSV list of leads from an order:
   • Click the Export button.
   • Choose whether to export a single list now, or schedule a regular export - daily, weekly, or monthly.
   • Click Export Contacts. At the specified time, the list is added to your My Downloads area in the portal, and you receive an email notification to confirm when it's available.