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.
- Navigate to your My Orders page (note: the location and the name of the page may be different)
- Click View Order next to the order you want to update.
- Go to the Leads tab to see which leads already exist for the order.
- 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.
- 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.
- 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.