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Sometimes a lead needs a human squeeze before it goes anywhere. Maybe it came from a brand-new source you don’t fully trust yet, or it’s a high-value lead type you want to eyeball first. Audits let you pull those leads aside and review them before they’re sold. Audits are handled by a distribution stage with the Audit method. When a lead reaches an Audit stage and matches its eligibility conditions, Juiced stops distributing it, sets the lead’s status to Audit, and waits for you.
Audits used to be configured as separate “audit conditions.” Those have been converted into Audit stages placed at the front of your stage list, so existing audit rules keep working.

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Creating an Audit stage

  1. Open Distribution Stages in the sidebar and click New stage.
  2. Give the stage a Name (and optionally a Description) and set Method to Audit.
  3. Under Eligibility Conditions, describe the leads you want to hold. You can match on Lead Category, Lead Type, Source, or any of your lead fields, using AND conditions within a group and OR between groups.
  4. Click Create stage.
Audit stages have no other settings. The stage’s whole job is the conditions.
An Audit stage with no eligibility conditions holds every lead that reaches it. Add at least one condition unless that’s really what you want.

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Where to put it

Stages run in order, and the first stage that takes a lead wins. Put your Audit stage above the stages that sell leads so it gets first look. Anything an earlier stage already sold never reaches it. Audit stages only act on full leads. They’re skipped while Juiced answers a ping, so pings are priced by your selling stages as usual.

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Working with audited leads

Open Leads and click the Audit tab to see everything waiting for review. In the lead’s incoming log, the stage shows as Held for Audit. For each held lead, you have a few options.
  • Review the lead data
  • Edit it if corrections are needed
  • Process it from the More actions menu to release it. Pick a starting stage after the Audit stage, or the lead will match the same conditions and be held again.
  • Delete it if it’s junk
See Reprocessing leads for details on processing.
Test leads that don’t use one of the deterministic test zips also land in Audit status, so they never reach a customer. You’ll find them under the Audit tab with the Test mode filter set to test leads only.