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Quality Control - How to Manually Send Leads
Quality Control - How to Manually Send Leads

Use the quality control to stage leads, verify them prior to delivery.

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 on the left-hand navigation bar

2. Click on Quality Control

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

4. Select the lead that you wish to send.

5. Click Call Leads, then Selected Leads. This function will launch the Quality Control Power Dialer.

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 client or a red circle accepts the lead if they reject it.

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