Audits

Metadata: The lead type or source associated with the lead
Lead data: Any field values on the lead itself

Audit conditions work similarly to duplicate checks, but instead of rejecting leads, they hold them for manual review before processing.

Creating audit conditions

When creating an audit condition, you configure:

Field	Required	Description
Name	Yes	A reference name for the condition
Lead category	Yes	Which lead category this condition applies to
Description	No	Optional notes about what this condition catches

You must add at least one condition for the audit to trigger. Conditions can check against:

When a lead is held in audit status, you can:

See Leads > Reprocessing leads for details on the available processing options.