Activating, Deleting, and Discarding Leads for an Initiative in Bulk
Use the following procedure to activate, delete or discard leads for an initiative.
- Select
- Enter your search criteria in the Initiative Query zone.
- Click Refresh.
-
In the search results list, click the link for the initiative
you want to maintain.
The selected initiative opens in the Initiative portal.
- Scroll, as needed, to the Lead Processing zone.
-
To activate, delete or discard leads for the initiative,
click Lead Disposition. This allows a batch job to be submitted
for the activation, deletion or discarding of leads.
- Select the Pending Lead Disposition to indicate the action to take on pending leads. The possible actions are: Activate (pending leads), Delete (in case of erroneous generation), Ignore.
- Select the Active Lead Disposition to indicate to action to take on active leads. The possible actions Ignore and Discard.
- Select the Discard Reason to be used for any active leads that get discarded. The values are maintained on the Status Reason control table.
- Specify the Email Address. You may optionally specify an email address if you want to be informed when the batch job completes
- Click OK.