Instructions on how to configure CSV Attachment Delivery Methods
CSV Attachment Delivery MethodDelivers individual leads in a CSV file attachment via email.
CSV Field MappingsCSV field mappings allow you to configure the field names the receiving system expects to the fields set on your lead type.
CSV Attachment Delivery Settings TabCSV Attachment Delivery Settings Tab
CSV Retry Settings TabUse the CSV Retry Settings to tell the system to retry delivery for failed delivery attempts.
CSV Portal Permissions TabClient Portal user CSV settings for IVR calls, File Attachments, and Analytic Data.
CSV Delivery Schedule TabUse the CSV Delivery Schedule Tab to create a specific schedule of when the client will be considered for lead delivery.
CSV Notifications TabUse the CSV Notifications Tab to create notifications for you or another team member for failed CSV deliveries to the client.