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:

  1. Move Leads from list A to list B

  2. Update Status on Leads

  3. Delete Leads

  4. Switch Callbacks

*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 SupportĀ 

We're here to help - if you need assistance, please contact the Ytel support team via email at support@ytel.com or you can click the live chat button at the bottom right of your screen.

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