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Company quickstart

Goal: receive one test lead into a list, work it, and report an outcome to the sender.

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Before you begin

You need:

• access to a Company Platform workspace
• a list with the fields your team needs
• a Connect invitation or another configured source
• one synthetic test lead

Company workspaces are commonly created through an invitation. If you cannot create one directly, ask your Airlead or Markets partner contact.

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1. Create or open a list

Lists organize records for a specific team process.

1. Open Lists.
2. Create a list for the inbound pipeline.
3. Add stages and fields that match your workflow.
4. Decide who may view, edit, and report outcomes.

The underlying person and interest remain available in Records. See Lists.

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2. Set up Connect

Open the list → Technik → Connect einrichten. Copy the Connect ID (AC-…) and share it with the Markets sender. A first production lead is not required to create the ID. If the endpoint requires a secret, exchange it through a secure channel. Do not paste secrets into documentation or support tickets. See Airlead Connect overview for the full Technik flow and screenshots. The sender uses the ID to request or configure a partnership. Review the sender, target list, terms, and field mapping before activation.

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3. Agree on terms and mapping

Confirm:

• which product and lead types you accept
• which fields are required
• how sender fields map into your list
• how consent and contact data are handled
• which outcomes you will report
• when a lead may be rejected or cancelled

Test the mapping with synthetic data before activating production delivery.

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4. Receive and verify a test lead

After the sender delivers:

1. Open the new list row.
2. Verify contact, product, qualification, source, and consent data.
3. Open the linked person and interest if you need the complete history.
4. Confirm the lead entered the correct stage and assignments.

If fields are missing or wrong, stop production delivery and correct the partnership mapping.

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5. Report an outcome

Use the available feedback or Storno action according to the partnership terms. Choose a structured reason and add only the context needed by the sender.

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Success checklist

• Workspace invitation accepted
• List stages and fields are ready
• Connect endpoint and partnership are active
• Terms and field mapping were reviewed
• Synthetic lead arrived with correct values
• Team knows how and when to report outcomes

Next: Connect overview · Lists · Feedback & Storno