Advanced Lead Management provides the same capability of basic lead management - the only difference is you have several additional conditions which can be leveraged. As an example, you can move leads from List A to List B with conditions such as Vendor Lead Code, Source ID, Entry Date, Modify Date and others. This is helpful if you are only wanting to move, update or delete a specific group of leads from a data list. The most common use case for advanced lead management would be trying to move incorrectly added leads.
To access the Advanced Lead Management section, click on Data Management > Lead Management > Advanced Leads
Use Advanced Lead Management to do the following:
Move Leads from list A to list B
Update Status on Leads
*Note: Advanced Lead Management only works on Inactive lists with less than 100,000 leads. Please mark your list(s) as "Inactive" before using these tools.
**Note: This tool does not work if you have custom fields. If you need assistance with custom fields, please contact Support
We're here to help - if you need assistance, please contact the Ytel support team via email at firstname.lastname@example.org or you can click the live chat button at the bottom right of your screen.