Cherry Picking Leads

This article will cover the following:

- What cherry picking a Lead means

- How to cherry pick a Lead

- How cherry picked leads appear in the Schedule

What does cherry picking a Lead do?

Cherry picking is a term used in CAKE to describe the ability to pick leads out of the Queue or Review Queue and sell them to a specific buyer contract. 

The option to cherry pick leads can be found within the queue or review queue, both located under the Lead Gen main tab.

How to cherry pick leads from the Queue

How to cherry pick leads from the Queue

The workflow for cherry picking leads from the queue works like this:

  1. Go to the Lead Gen main tab.
  2. Go to the Queue.
  3. Check the box next to the lead(s) you want to cherry pick and click Cherry Pick Leads.  You can check multiple Leads at once as long as they are all from the same vertical.
  4. When the cherry pick wizard opens, select the buyer contract you want to sell the lead(s) to using the drop down and click submit.

Another way to cherry pick leads from the Queue

Alternatively you can right click on the line item and cherry pick from there.  Please note that this method only allows you to cherry pick 1 Lead at a time.

How to cherry pick leads from the Review Queue

How to cherry pick leads from the Review Queue

The workflow for cherry picking leads from the review queue works like this:

  1. Go to the Lead Gen main tab.
  2. Go to the Review Queue.
  3. Check the box next to the lead(s) you want to cherry pick and click Cherry Pick Leads.  You can check multiple Leads at once as long as they are all from the same vertical.
  4. When the cherry pick wizard opens, select the approve reason (since leads were not automatically routed to sell for a specific reason) and the buyer contract you want to sell the lead(s) to using the drop down and click submit.

Although you can select up to 200 leads from the same vertical to cherry pick at once, we recommend that when cherry picking more than 100 Leads, you use the bulk sell tool instead.

Another way to cherry pick leads from the Review Queue

Another way to cherry pick leads from the Review Queue

Alternatively you can right click on the line item to cherry pick Leads.  Again, please note that this method only allows you to cherry pick 1 Lead at a time.

How cherry picked leads display in the Schedule

When cherry picking Leads, CAKE auto creates a second row in the Schedule for cherry picked leads as they are not following the standard delivery methodThis does not mean that we physically created another buyer contract - it is just displayed this way to differentiate cherry picked leads.

If you repeat the cherry picking process, you will now see two buyer contracts with the same name in the cherry pick wizard buyer contract drop-down.  You can choose either one as there is no difference between the two.

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