There are two ways leads can be delivered from Quality Control: by using the Validate function or by using Find Client.
Validating leads in Quality Control:
You can find the "Validate" option in the top menu or through the options menu by right-clicking on a lead. Using the validate function on this screen will process the selected lead and distribute it through automation. This feature is used for leads that have been reviewed and considered viable for your clients. Once a lead is validated, it will be processed for automated delivery and moved out of Quality Control.
Using Find Client in Quality Control:
To send a lead to a client from the quality control bin using Find Client, 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. Once you have verified the information, select a lead and right-click. This will generate a popup menu with options to perform on the lead. Click Find Client.
8. The list of matching clients will appear. Select the client to whom you wish to send the lead and click Send.