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Inventory

You are able to view your legacy data by accessing the Inventory tab of the software.

From here you can perform a search based on date ranges and select the sources or source groups you wish to receive the data from as well as set the parameters for the search.
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Enter a row limit to determine the number of records that will be gathered and hit search to begin your search.

Once the leads you have searched for are displayed you can either export the data to a .csv file by clicking the Export All button located at the top left, or you can assign the leads to a campaign by selecting the desired campaign from the drop down list located at the bottom left and clicking the Assign All button.

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In order to eliminate duplicates from your inventory search you can simply select either Email or Phone from the Unique By section before inventorying. This will allow for any duplicate emails or phones to be filtered out.

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FAQ