Data Append
What Data Append Is Data Append is a premium service that enriches a lead with additional contact and demographic data looked up from the lead's ph...
LeadsDispositions 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...
Leads
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