Accounts / Leads

There are two ways to add leads.It can be added manually or in case of larger data set - imported from csv.

• User Name
• Title (Mr,Ms,Mrs)
• First Name
• Last Name
• Birth Date (Select Date/Time)
• Adress 1
• Adress 2
• City
• Zip Code
• Country
• Phone Country Code
• Phone Number
• Phone Number Alternate
• Business Unit (English,Vietnamese,Italian,Arabic,Russian)
• Preffered Language
• Preferred Contact Time (Morning,Afternoon,Evening)
• Subscribed to receive Newsletters? - When marked, user will receive newsletters
• Is Archived? - When marked, is archived

• Import requires specific coloumn-data.
• Download the sample file using the button below.

To start importing, press the Import button below. You will be prompted to select a file from your local file-system.

To export data to csv file:

• Select filters
• Click on export button

To export ALL data, do not select any filters.

• Schedule Call
• Re-Assign
• Block / Un-Block
• Archive / Un-Archive
• Send SMS

In CRM there is a possibility to set Call Schedule. Filter and Select leads that you want to set call schedule for, then click on Schedule Call option.

Schedule Call [Filtered]:

• Owner
• Due Date
• Subject
• Priority
• Status

Assigning users to the appropriate pools.

Re-Assign [Filtered]:

• Sales Agent
• Retention Agent
• Pool

Update block-status.

Block-Status [Filtered]:

• Block status (Blocked or Un-Blocked)
• Include Trading Accounts

Archive status of the selected Leads.

Send SMS [Filtered]:

• Provieder Name
• Message

There are three groups of Leads Filters in CRM. They are divided according to the type of filtered information.

Main Group allowes user to filter by:

• User ID
• Domain
• User Name(email)
• Phone
• Business Unit*
• Pool*
• Full Name
• Company Name
• Agent
• Webiste status (Online/Offline)
• Country
• Preferred Language
• Prefereed Contact Time
• Ceation Date etc.

User ID - filter by user ID

Phone - filter by phone number

Webiste Online - filter whether the website is online

Company Name - filter by company name

Preffered Language - filter by User Prefered Language

Is Archived? - filter by whether it is archived or not

Completed Registration - filter by after registration is completed.

Domain - if you are using more than 1 domain in crm, you can use this filter to get Leads that belongs to specyfic domain.

Business unit - the foundation of the structure of the CRM. Each user has to be assigned to business unit Every Business Unit is defined by the domain and language in which communication between CRM employees and clients is carried out.

Pool - Office/Team that serves specific clients. Pools are defined by Name, Language and Trading Platform Groups that they manage.

Trading Account Group allowes user to filter by:

• Registration type
• Trading server
• Trading Platform Login
• Social Trading (True/False)
• Trading Account Balance
• Trading Platform Group ID
• Converted Date Range

Registration type - filter by registration type

Trading server - filter by trading server

Trading Platform Login - filter by trading platform login

Social Trading (True/False) - filter by social trading

Trading Account Balance - filter by trading account balance

Trading Platform Group Id - filter by trading platform group id

Converted Date Range - filter by converted data range

Marketing info group allowes user to filter by:

• Campaign,
• Refferer,
• Owner Refferer,
• AD data*,
• Comeptition ID
• Tag
• UTM Campaign
• UTM Creative
• UTM Source
• UTM Term
• Promo Code
• Excluded Referrers
• Excluded Owner Referrers
• Ads Server
• Google Id
• Tag 1
• Utm Content
• Utm Medium
• Excluded Utm Sources
• Creative Id

Campaign - filter by campaign

AD data - filter by ad data

UTM Campaign - filter by utm campaign

Refferer - filter by refferer

Owner Refferer - filter by owner refferer

AD Data - filter by ad data

Comeptition ID - filter by competition ID

Tag - filter by tag

UTM Campaign - filter by utm campaign

UTM Creative - filter by utm creative

UTM Source - filter by utm source

UTM Term - filter by utm term

Promo Code - filter by promo code

Excluded Referrers - filter by excluded referrers

Excluded Owner Referrers - filter by excluded owner referrers

Ads Server - filter by ads server

Google Id - filter by google id

Tag 1 - filter by tag 1

Utm Content - filter by utm content

Utm Medium - filter by utm medium

Excluded Utm Sources - filer by excluded utm sources

Creative Id - filter by creative id