Return Leads - Platform Tour

The Returns Page allows you to process lead returns in bulk using a CSV file. Instead of manually locating and returning individual leads, this page streamlines the process by enabling you to upload a list of leads and return them all at once.

This is especially useful when working with buyers who send back batches of leads for reconciliation.

On the Returns Page, you can:

• Upload a CSV file to return leads in bulk
• Select the campaign and buyer associated with the returns
• Define a date range to scope the return process
• Map a unique identifier (such as lp_lead_id, email, or phone)
• Configure how to handle duplicate matches
• Receive a notification email once processing is complete

The Returns Page simplifies the process of handling buyer returns at scale. It is commonly used during end-of-month reconciliation when buyers provide a list of leads to be returned. By allowing you to process returns in bulk through a CSV upload, this page saves time, reduces manual work, and ensures returns are handled accurately and efficiently across your campaigns.