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.

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3 Add lead source settings

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

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Enter the following information, choose an Operator from the drop-down menu:

  • Equals - Enter a value to identify the lead source that you want to include for enrichment. For example, Website or Company Name. All other leads sources will be excluded based on your selection.
  • Not Equals -  Enter a value to identify the lead source that you want to exclude for enrichment. For example, Website, Company Name, Form, or Data. With this selection, only the leads from the lead sources that you have defined will be excluded.

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

  Save Click Save.

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