Overview
Managing lead returns is a crucial component of maintaining a healthy lead-based business. Access this feature by navigating to Returns under the Leads section in the left-hand menu.
Tip: From this screen, you can use the Choose Columns feature to display critical pieces of information like Return Date and Date Added.
Also, it is critical to your lead generation success that you manage returns and mark your leads that are returned as Approved or Approved and Return to Source. If you select Approved Send back to Source, the lead will be deducted from your Vendor Send Count and affect your Vendor Payout.
Why Managing Returns is Important
With LeadExec, you can set a return % threshold for your lead buyers. You will want to limit the percentage of total leads on order a client can return in most cases. You might want to restrict a buyer to 10% or 20% to ensure you do not let them return more than would be prudent for a successful relationship. Your buyers can return leads from the Client Portal, or you can Import Returns via an XLS file.
We have also included a Pivot report feature with a pre-loaded report that helps you understand how many leads your client has returned during a time frame.
Best Practices
Leverage Column Visibility
Customize the view to display essential return information at a glance, such as return dates and added dates, for streamlined review.Control Return Rates
Enforce return thresholds (e.g., 10–20%) to avoid excessive buyer returns.Track Returns Systematically
Use status updates (Approved / Return to Source) to keep payout records accurate and transparent.Use Pivot Reporting for Insights
Analyze return trends regularly to identify and address underlying issues
Troubleshooting
Missing Important Columns
If you can’t see Return Date or Date Added, activate them via Choose Columns.Incorrect Vendor Payouts
Ensure that “Approved – Send back to Source” is used correctly, it impacts the vendor’s send count and payout.Return Threshold Limits Not Applying
Double-check client-level settings to ensure thresholds are configured properly.