Managing Settings for Lead Sources

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Lead Settings allows you to exclude the lead sources that are used for lead enrichment.

Step Description Details
1 Go to the Settings page On the InsideView Enrich Accounts page, select an account, then click Settings.

 

2 Select Lead Settings  Select the Lead Settings tab.

3 Add lead source settings

To add a lead source to exclude, click +Add Source.

Enter the following information:

  • Choose an Operator from the drop-down menu:
      • Equals
      • Not Equals

  • Enter a value to identify the lead source that you want to exclude from being enriched. For example, Website, Company Name, Form, or Data

Note: By default, InsideView lead source is excluded to prevent leads from InsideView being enriched. However you can edit or delete a lead source by clicking the Delete icon.

  Save Click Save.

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