You can view the detailed instruction on how to proceed with the Lead Return option and to configure the notifications about such requests.
To return the lead, go to the All Reports > Buyer Reports > Lead Details report. To create a single return, select the lead and click the “Request Lead Return” button in the “Actions” column. To create a return request for a group of leads, click the “Bulk Change” button, select the leads for return and click the “Request Lead Return” button.

In the “Request Lead Return” pop-up window select the “Lead Disposition” and fill in the “Comment” field. Click the “Save” button to create the lead return request.

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The return request is directed to the All Reports > Buyer Reports > Lead Return > Lead Return Requests section.

Note: Only Admin can Approve or Reject lead return request.

To approve the return request click the “Approve” button in the “Actions” column. You can make the return to the Buyer(by default) and the Publisher(on demand). Fill in the Description field in the “Confirm” pop-up window and click the “Apply” button to proceed.

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To reject the return request click the “Reject” button in the “Actions” column. In the “Reject” pop-up window enter the text in the “Comment” field and click the “Save” button to proceed.

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Admin receives the lead return requests notification once a day. To configure the notification option, go to the System Management > General > Projects settings section and open the “LMS & Call Logic” tab, “Notifications” subtab. Enter the email(s) in the “Lead Return Request Notification Emails” field and click the “Save” button to apply changes.

Note: The notification about the lead return decision will be sent to the Buyer email address indicated in the Buyer’s Accounting Settings tab. If this field is empty, the notification will be sent to the Buyer Representative assigned to the Buyer. If the Buyer and representatives do not set contact settings, the system will show the notification that we cannot inform this buyer about the decision.

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