Run Single Skip

How to Use the Sceptra Platform to Run a Single Skip Trace

Option 1: Using Tags in the CRM

1. Navigate to the CRM section of the platform.

2. Select the lead you want to skip trace.

3. Click the "Tag" button for the selected lead.

4. Look for the tag labeled "Skip Trace".

5. Apply the tag "Skip Trace List" and click "OK".

6. The system will now process a single skip trace for that specific lead.

Pro Tip: This method is ideal for quickly tagging and skipping one lead at a time.

Option 2: From the Contact Profile

1. Click on the lead's profile to open their details.

2. Scroll down to the section labeled "Actions and Dispositions".

3. Click "Run Single Skip" in the dropdown menu.

4. The system will immediately run a single skip trace for this lead.

Note: This method gives you direct access to the skip trace action from within the lead's profile.

Summary

You now have two methods for running a single skip trace:

• Add a Tag to the lead in the CRM.

• Use the Actions and Dispositions dropdown in the contact profile.

Each method is straightforward, so you can choose the one that works best for your workflow.