Overview
The Quality Control (QC) screen is a staging area for you and your team to manually verify lead validity before distribution, preventing bad leads from being passed to your buyers.
From here, you can Validate or Invalidate any of your gated leads.
Key Features
The Quality Control screen allows you to do the following actions:
Manual Validation: Lets you approve or reject individual leads
Column Customization: Allows you to tailor data views for more efficient review
Gated Workflow:
How it Works
A lead enters LeadExec
Based on your Campaign Setup, the lead is routed to Quality Control
Your Team reviews the lead for data integrity, possible problematic or invalid data, or compliance issues
The lead is dispositioned (validated/invalidated/returned to lead source)
How to Set Up Quality Control
Step 1: Enable QC
Navigate to Inbound > Campaigns
Find and open up the Campaign you want to enable QC for
Go to the Quality Options section and find the Lead Validation section
Toggle Use Quality Control—this will ensure all leads coming in through this campaign are sent to Quality Control
Step 2: Customize The QC Page
Go to Leads in the left-hand bar
Find the Lead Tools section and open Quality Control—when hovering over this widget, you can also choose to pin or un-pin it to the left-hand menu
Click Choose Columns
As with any of the main screens containing leads, you can drag-and-drop, add and remove, and rearrange the columns as you need them
Best Practices
Column Layout
You can group related fields (e.g., contact info fields) close to one another and pin specific fields that you and your team use as quick reference items for a faster review process
To do this, right-click any column and find the fix option in the sub-menu, then select which end of the table to pin this field to
Rejection Handling
When tagging invalid leads, use concise and specific reasons (e.g., "Bad Phone")
Troubleshooting
Leads Bypassing QC: verify that the QC toggle is enabled in your Campaign settings.
Missing Columns: Check the Choose Columns section for the field that you're missing. Chances are that if it's not there, the field may be named differently in your Lead Type Settings