Submitting a Lead for Review

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

With our program, you only pay for Leads from potential new customers who are seeking services you offer. If you believe you have received a Lead that should be marked Non-Billable, you can flag a Lead for review in the Lead Manager which will alert our Quality Assurance Team to take a closer look at the Lead in question.

Lead 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 30 days ago.
  • Call Recording was enabled at the time the Phone Lead was received.
  • The Lead has not previously been Submitted for Review.

Once submitted, our Quality Assurance Team will get back to you typically within 2-3 business days with a decision or to request more information.

Learn more about what makes a Lead Billable or Non-Billable.

How to Submit a Lead for Review

While in your Lead Manager, you can expand any Lead row for more details by clicking on that row. In addition to seeing valuable information specific to that Lead, here you will also find the option to Submit for Review.

Lead Review

In the pop-up form, 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 decision.

NEW: Filter by Lead Review Status

By popular request, we've released a new feature in your Lead Manager's Advanced Filtering that enables you to Filter your Leads by their Lead Review Status. You can now quickly see which of your Leads are: Not Reviewed, In Review, Submitted for Review, or Review Completed.

Lear more about how to Filter and Search Your Leads

NEW: Lead Insights Service

If you find it difficult to review your Leads, you may benefit from our Lead Insights Service, which is designed to help you increase the profitability of your Campaigns while also saving you valuable time and money.

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 Lead Insights Service.