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 and others.
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
- Delete Leads
- 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 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.