Overview
The Returns screen allows you to view and manage leads that have been returned by clients. It provides insight into why leads were returned and what actions you can take next.
Key Functionality
View Returned Leads
Displays a list of all leads that clients returned, including details such as return reason, client, lead type, and date returned.Return Reason Tracking
Each returned lead is tied to a predefined Return Reason (e.g., bad contact info, duplicate, outside criteria).Toolbar Options
Use the top toolbar or right-click options to perform actions like:Open Lead – Review full lead details.
Open Client – Access the returning client’s profile.
Export – Download returned lead data for analysis.
Filters – Narrow the list of returned leads by criteria such as reason, client, or date.
Status Indicators
Icons or statuses help quickly identify whether a return has been processed, is pending, or requires review.
Buyers or Clients can Return leads via the Client Portal; this is a web-based portal where they can view all of their leads, return leads, add credit card orders, and view reports.
To set a Maximum Return Percentage, proceed to Clients, Delivery Accounts, and Advanced.
As with any Lead screen, you can use the Choose Column feature to add additional columns and create your custom view by dragging columns.
Best Practices
Regularly Monitor Returns
Frequent returns may indicate data quality issues or misaligned targeting.Use Clear Return Reasons
Ensure clients select accurate reasons when returning leads to maintain meaningful reporting.Identify Patterns
Analyze exports to find trends in returns and address them proactively.Cross-Reference with Distribution
Compare returned leads against your distribution records to ensure accurate tracking of delivery and returns.
Troubleshooting
Missing Returned Leads
Confirm filters are not hiding leads from your view.Incorrect Return Reason
Check if the client selected the correct reason or adjust your Return Reason setup if needed.High Return Rates from a Single Client
Investigate whether the client’s criteria are too restrictive or if your lead data quality needs review.