Dispositions and Stop Conditions
How Dispositions Affect Leads A disposition applied to a call on a lead can change the lead's status, halt active schedules, start a new schedule, ...
LeadsHow Schedules Operate on Leads
How Schedule Actions Run A schedule is a sequence of actions. The system selects the next batch of leads with ready actions and processes each one,...
LeadsHow to Import Leads from a CSV
Use Case CSV import is the batch path for loading leads into a schedule or an offer. Common use cases include bulk loading a purchased list, re-eng...
LeadsHow to Submit a Lead via API
Single-Lead API Submission For real-time integrations (web-form webhooks, CRM sync, third-party lead vendors) submit leads individually to POST/GET...
LeadsLead Overview
What a Lead Is A Lead in Trackdrive represents a consumer the company intends to contact or attribute. Leads enter the platform through several pat...
LeadsLead Sources
Ping/Post Ping/post is the two-step API pattern used by web-form lead providers. The provider posts a partial lead to the ping endpoint; TrackDrive...
LeadsText Messages (SMS)
Overview Trackdrive sends and receives text messages through your connected telephony providers. SMS is enabled per account; contact support if you...
LeadsZip Code Append
What Zip Code Append Is Zip Code Append fills in the zip code of each inbound call to an offer, and of the call's lead, from the caller's phone num...
Leads
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