Lead Stash is an internal data storage system that allows you to store and access lead data.
To configure Lead Stash settings, go to the System Management > Products section, сhoose the product, and click the “Settings” button in the “Action” column.
On the Product setup page, go to the “Lead Stash Settings” tab. It contains three sub-tabs.
The "Main Settings" sub-tab allows you to configure the Lead Stash for a Product.
The Lead Stash Settings block contains the following options:
Store data in Lead Stash: To enable the lead data storing in the Lead Stash, select the "Active" option from the drop-down list.
Pull data from Lead Stash: Select the system behavior when the lead data is found and pulled from the Lead Stash:
Disable: When disabled, it won’t allow you to pull data from the stash.
Store Lead Stash Log Only: Pulls data and displays it in the Lead Info.
Fill Empty Lead Data Fields: Pulls the lead data, compares it with the already posted data, and fills the empty fields.
Overwrite Lead Body: Rewrites the lead data with the data pulled from the lead stash.
Look up in Lead Stash within the past: Enable/Disable the input information updating in the Lead Stash within selected timeframes.
Note: You can set a time when new data will be created at the Lead Stash instead of overwriting the old one.
Protect lookup field: To enable or disable the lookup field protection, switch the "ON/OFF" toggle.
The API Settings block contains the following options:
Store data in Lead Stash: To enable lead data recording to the Lead Stash through the API, select the "Active" option from the drop-down list.
Pull data from Lead Stash: To enable the lead data search and pull from the Lead Stash through the API, select the “Active” option from the drop-down list.
Click the “Save” button to complete the settings.
The “API Access” sub-tab allows you to manage access to the Lead Stash through the API.
To generate a new API Key, click the “Add New API Key” button. Then, fill in the following fields in the “Add New API Key” pop-up window:
Name: Enter the API name.
Nickname: Select the user who is generating an API Key.
Note: Lead Stash option is available only for registered users.
Get Data: Select the type of access level to the Lead Stash data:
Disabled: Do not provide access to the Lead Stash data.
Full Data: Give access to all Lead Stash data.
Part Data: Give access to all Lead Stash data except protected fields (Sensitive data by default).
Existence Check: Do not provide access to the Lead Stash data. Display only lead presence in the Lead Stash.
Set Data: Enable/Disable data recording to the Lead Stash through the API.
Active: Enable data recording.
Disabled: Disable data recording.
Rate Limit: Select the limit to record/pull data to/from the Lead Stash through the API:
Disabled: Disable the Rate Limit.
High Rate - 5000/minute, 40000/minutes: number of requests per minute.
Medium Rate - 2500/minute, 20000/minutes: number of requests per minute.
Low Rate: - 1000/minute, 8000/minutes: number of requests per minute.
To check the API documentation, click the “Doc” button in the “Action” column.
To view the Proxy servers list, click the “Proxy” button in the “Action” column.
Click the “Change API password” button in the “Action” column to change the API password.
Click the “Edit” button in the “Action” column to edit the API key.
Click the “Delete” button in the “Action” column to delete the API key.
The “Proxy Settings” sub-tab allows you to configure how data is searched in the Lead Stash, add other Phonexa Lead Stash proxies, and set up the priority of the look-up.
To add a new proxy, click the “Add New Proxy” button. Fill in the following fields in the pop-up window:
Proxy Type: Select the proxy type from the drop-down list (Phonexa Lead Stash option is selected by default.)
Name: Enter the name of the proxy record.
URL: Enter the proxy URL.
API ID: Enter the API identifier.
API Key: Enter the API key.
Note: You can read more information about the API configuration in the API Access article.
Click the “Add” button to save.
By default, the search is implemented only in its Lead Stash (self). To change the order of access to proxies, use the drag-and-drop function. Also, you can edit and delete the proxies. According to the set priority, if the lead were not found on the first lead stash( and in cases when no data was found in 10 seconds and API returned with an empty result), the search would continue on the next one.