Duplicates
When the same phone or email comes in again for the same lead type, the new lead is marked Duplicate and goes to whoever has the earlier one. It's linked under Same person, other requests.
A duplicate that cost nothing (your own forms, calls) has a Merge button: it fills in only what the earlier lead is missing, and never changes what it has. A paid duplicate merges by itself once its vendor's return window closes, so you don't miss the credit.
Return a bad lead
A lead you bought can go back to its vendor while the vendor still takes it back:
- On the lead's page, the source box says until when. Open Return to the vendor.
- Pick why: duplicate, wrong or disconnected number, fake or junk info, didn't ask for a quote, outside the states we serve, or other.
- For a duplicate, Return and merge returns it and merges it in one go.
Send returns to vendors
Managers and admins: Leads, Returns lists returns To send, Waiting on the vendor, Credited and Refused, by vendor. Download CSV for each vendor, send it, then Mark these sent. Mark each one Credited or Refused when they answer.
Set each vendor up
Account admins: Settings, Lead sources. For each vendor:
- Days to return: how long it takes returns (7 unless you change it, 0 for never).
- Returns: how they go. By hand (the CSV), Daily email to the vendor, LeadByte (straight to the vendor's LeadByte), or Their system (a signed post to an address they give you).
- Untick Merge its duplicates to keep that vendor's repeats apart.
The Vendors tab of Returns shows, for each source, how many of its leads were people you already had.
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