- Go to the "Leads" tab
- Find the lead you would like to return
Note: You can type the name in the search bar to help you locate the lead
- Over to to the right under Actions, click the circle arrows
- Select the best fitting reason from the drop down
Reminder: You have 24 hours from when the Live Call Transfer was received to submit a return request. If 24 hours have passed, you will no longer see the circle arrows available under the Actions column.
Reasons you can submit a return request:
- Lead did not successfully transfer
- Duplicate lead
- Call received outside schedule
- Consumer is already insured with my company
- Incentivized leads
- Does not meet order filter - Home leads that are for mobile, log & manufactured homes
- Does not meet order filter - Looking for renters insurance (came in as a home lead)
- Consumer - Language barrier
- Does not meet order filter - lead data indicates not meeting filter(s)