Function guide
Closed-loop CRM — track what happens to a lead after it’s sold, and settle CPA when it converts.
Encore closes the loop. Every lead you sell gets a disposition — a no-PII outcome record (the L1 layer) — that advances as the buyer works it. The buyer’s actual contact records live in their own encrypted CRM (the L2 layer); Encore only tracks the outcome, which is enough to price performance, settle CPA, and adjudicate returns.
Dispositions move through pipeline stages, usable for any deal type:
| Stage | Meaning |
|---|---|
| Delivered | The lead was sold and handed off. |
| Contacted / Qualified | The buyer is working it. |
| Closed won | The buyer closed the lead — CPL or off-platform. The single win stage for any lead. |
| Dead / DNC | Lost, or do-not-contact. |
| Returned | A valid return was filed and credited. |
Converted (CPA) is not a pipeline stage — it’s a distinct flag meaning a CPA revenue event fired. When a CPA conversion is reported and matched to a lead, it auto-sets closed won and converted = true, and settles the CPA fee in Maestro. A manual close is closed won with converted = false. So “Converted (CPA)” always means real CPA money moved, independent of the stage.
CPA conversions link to returns: a converted lead is non-returnable, and a return-then-convert is voided. This keeps performance pricing honest.
In Encore → CRM, filter by stage, update a lead’s disposition inline, and watch the tiles (contacted / qualified / closed won / converted / returned). Report CPA conversions via the conversions API so the payout and fee settle automatically.
Next: Maestro (where CPA settles) and Nota (where the leads came from).
More: Pricing · API reference · Getting started. Sign in to use these functions in the portal.
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