Adding a Lead to an Order (Providers)

Partners may request that you add leads to an order. For example, they may have a spreadsheet of contacts that they want to target with an activity or you may have hosted an event that generated leads for the partner to pursue. Regardless of the source, leads can be added to the order either individually or by uploading a CSV file. 

Partners can also add leads to orders in this way.

To add a single lead to an order:

1. From Manage Orders, select the activity to which you want to add leads.
2. Click View Order or click the order name, to open the order for edit. 
3. Click Leads.
4. Click Add Lead.
5. Complete the lead information. An email address or phone number is required. If no email is available, a tele-qualification step may be required.
6. Update the Opt-in Confirmation setting, to specify whether the new lead must be sent an email to opt in to communications.
7. Click Save.