Like all of your LISA platform leads, leads from offers and sweepstakes will flow into your Contact Manager. Follow the instructions below to see all of the leads from your various offers.
1. Go to Contact Manager > Activity
After logging into your LISA admin, click "Contact Manager" and then "Activity."
To view this section of the LISA admin, you must be an Administrator, User, or Representative. Explore these user roles and more here.
2. Filter for Offers
On the Activity page, click into the first drop-down menu that says "Activities."
From the drop-down menu, choose "Offers."
Please be aware that only offers that use an "Offer Form"—not a "Quote Form"—will flow leads into the Activity Manager marked as offers.
3. Add More Filters, If You Want
Once you've filtered for offers in general, you can further narrow down these leads using any combination of the filters at the top: user type, source type, lead provider, locations, and date.
Learn more about searching and filtering in the Activity Manager here. (Link coming soon!)
What's next? Once you've reviewed your offer leads, you may find one that requires some kind of action, such sending a message or scheduling an appointment. Simply click on any lead from the list (shown just above) to open their Activity Timeline, and then click "Actions."
Learn more about the Activity Timeline here. (Link coming soon!)