WebPlatform Documentation

LeadTracking Lite

Listloader: Loading Leads for LeadTracking Lite

Step 1: Create List Load for leads = Projects

* These will have been set up as part of your PSO Request for LeadTracking Lite set up.

Step 2: Data Mapping - Includes Project Table

Steps 3 & 4: Source & Target Deduplication

Step 5: List Management: Projects/Leads added to the database