The most important part of managing returns is setting up your default Return reasons; these Return Reasons are located on each Lead Type and will be viewable as valid Return Reasons for your clients in the Client Portal.

To access your Lead Return reasons, proceed to your Settings screen, Lead Type. You can manually add various return reasons, and once you have typed out your return reason, be sure to hit enter, then Save.

Tip: The most common Lead Return reasons you might want to consider are the following:

  • Bad Phone

  • Not Interested

  • Incentivised

  • Never Applied

  • Does Not Meet Criteria

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