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How to Send Leads Manually from Quality Control
How to Send Leads Manually from Quality Control
Use quality control bin to verify leads before sending to clients
Gabriel Buck avatar
Written by Gabriel Buck. Updated over a week ago

To send a lead to a client from the quality control bin you will need to follow these steps:

1. Go to your Leads section

Go to leads.

2. Click on Quality Control

Go to quality control.

3. Select the lead type that contains the leads you want to send out.

Select a lead type.

4. Select the lead that you wish to send.

Select leads.

5. Click "Call Leads > Selected Leads". This will launch the Quality Control Power Dialer.

Click on call leads, then selected leads.

6. Once you have verified the information click "Find Client".

7. The list of matching clients will appear. Select the client you wish to send the lead to and click Send.

Note: You will be notified via a green circle if the lead is accepted by the client or a red circle if they reject it.

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