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      Submitting a Lead for Review

      Learn how to request a review of potentially Non-Billable Leads.

      If you believe you have received a Lead that should be marked Non-Billable, you can submit a Lead for Review in the mySD Lead Manager. This will alert our Quality Assurance Team to take a closer look at the Lead in question.

       

      SeparatorLineLead Review Policy

      We never want to charge you for a Lead that does not have the potential to turn into new business for you. Our generous Lead Review process ensures that you have the ability to dispute Leads you believe should be Non-Billable.

      A Lead is Eligible for Review if...

      • The Call is Answered.
      • The Lead was received less than 7 days ago.
      • Call Recording was enabled at the time the Phone Lead was received.

      Once submitted, our Quality Assurance Team will review and email the Users specified in your mySD User Notifications page with the Lead Review decision, typically within 2-3 business days.

      Please note: Missed Calls are not eligible for Lead Review because there is no call recording for our QA team to review. Secondary follow-ups with the Lead cannot be used to replace the required initial phone call recording.

      Learn More about what makes a Lead Billable or Non-Billable

       

      SeparatorLineHow to Submit a Lead for Review

      While in your Lead Manager, you can click any Lead row to expand it to a detailed view. In addition to seeing valuable information specific to that Lead, here you will also find the option to Submit for Review.

      mySD-LeadManager-v12-Expanded-LeadReview

       

      In the popup, please choose a reason you believe this Lead should not be billed. Note any follow-up attempts, previous calls received by the same customer, or solicitors in the "Explanation" box. The more details you leave, the more informed we can be when making a Lead Review decision.

      mySD-LeadManager-LeadReview-SubmitPopup

       

      SeparatorLineFilter Leads by Lead Review Status

      The Lead Manager's Advanced Filtering enables you to Filter your Leads by their Lead Review Status.

      You can quickly see which of your Leads are:

      • Not Reviewed
      • In Review
      • Submitted for Review
      • Review Completed

      Lear More about how to Filter and Search Your Leads

       

      SeparatorLineCall Insights Service

      Our Call Insights Service is designed to help you increase the profitability of your Campaigns while also saving you valuable time and money.

      SDCallInsights-LaptopChart-v2

      Our team will proactively review your Leads to ensure you only pay for Leads from new potential customers and capture critical data points to help you understand key Performance Metrics and make smarter decisions.

      Learn More about the Call Insights Service