Manage Leads
How to Manage Leads by Phone
- Enter phone numbers in the textarea (one per line, full or partial). All filters are optional — leave blank to search all records.
- Optionally filter by Buyer, Publisher, or Date Range to narrow results.
- Click "Search For Lead Data" — matching records will populate the grid.
- Edit values in the Revenue, Cost, and Notes columns directly in the grid.
- Click "Confirm Changes" to move edited rows to the Review Changes table.
- Select checkboxes next to records you want to save.
- Click "Process Selected" to commit the updates to the database.
Phone numbers can be partial — the search will match any lead whose phone number contains the digits you entered.