Campaigns: Update Leads

Welcome to Update Leads in Outbound by Enreach. 

Here you can update Lead Data in Leads that have already been uploaded. 

Read through the article, or click a link below to get started.

In this article:

• How to Update Leads
• Duplicate Method
• OutboundID Method

How to Update Leads

To update Leads, expand the Campaigns drop-down menu and select Update Leads. 

Duplicate Method

The Duplicate Method will use the duplicate search function to locate and update the Lead Data contained in your file:

• Update Method: Expand the drop-down menu and select Duplicate. 
• Select Project: Expand the drop-down menu and select which Project the Leads you want to update belong to.
• Select Campaign: Expand the drop-down menu and select which Campaign the Leads you want to update belong to. 
• Select File Encoding: Select the method of encoding the file. 
• Select File: Click Select File to upload a file from your computer. We support CSV, XLS, and XLSX files up to 4MB. 

Once you have uploaded your file, the Lead Data will be shown to the right: 

• Duplicate Keys: This is the name of the Master Data Field that you are using for the Duplicate key in your file.
• How to Update Duplicate Fields: Select the method of updating any duplicate fields found.
• Fields to Update: Check the boxes of any Master Data Fields you want to update. 

Click Preprocess to being updating Leads. Outbound by Enreach will tell you if this was successful and Leads were updated. 

EnreachID

The EnreachID Method will use the unique EnreachID every Lead has to locate and update the Lead Data contained in your file:

• Update Method: Expand the drop-down menu and select Use EnreachID as a key across Campaigns. 
• Update by Lead Status: Expand the drop-down and select the method of updating Leads by lead Status. Choose between All, Open Only, or Closed Only. 
• Select File Encoding: Select the method of encoding the file. 
• Select File: Click Select File to upload a file from your computer. We support CSV, XLS, and XLSX files up to 4MB. 

Once you have uploaded your file, the Lead Data will be shown to the right. 

Click  Preprocess to being updating Leads. 

Outbound by Enreach will then tell you if this was successful, and how many Leads were found, and how many were updated.

Click Update to update Leads.

Once Leads have been updated, you can view your changes by clicking Show/hide history.