Looking to credit Buyers for problematic calls? Check our short guide on how to return the lead for more information.
Lead return from the Lead Details section.
Lead Return is an easy and automatic way for the admin to credit buyers for problematic calls. This operation can be performed only by a user with the Accounting or Admin role and with an active subscription to the Books360 system. Also, the lead should be sold.
For LMS:
To open the return module, go to the All Reports > Publisher Reports > Lead Details section and choose the “Lead Details” tab. Also, you can open the All Reports > Buyer Reports > Lead Details section and select the “Lead Details” tab. Choose the lead and click the “View” button in the “ Lead ID” column. In the “Lead Info” section, go to the “Return” tab and click the “Return” button.
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In the “Create Return” pop-up window, check the boxes for the “Publisher” and/or “Buyer”, fill in the additional comments in the “Description” field if needed, and click the “Apply” button to proceed..png)
The information about the transaction will be shown in the main block of the “Return” tab..png)
For Call Logic:
To open the return module, go to the All Reports > Publisher Reports > Call Details section and choose the “Call Details” tab. Also, you can open the All Reports > Buyer Reports > Call Details section and select the “Call Details” tab. Choose the lead and click the “View” button in the “ Lead ID” column. In the Lead Info section, go to the “Return” tab and click the “Return” button..png)
In the “Create Return” pop-up window, check the boxes for the “Publisher” and/or “Buyer”, fill in the additional comments in the “Description” field if needed, and click the “Apply” button to proceed.
The information about the transaction will be shown in the main block of the “Return” tab..png)
Lead return from the Search Lead section.
For LMS:
Go to the All Reports > Publisher Reports > Search Lead section. To return the leads, click the “Return Mode” button to switch the mode..png)
Fill in all of the required fields to find a specific lead in the system and click the “Search” button. Select the checkbox in the list and click the “Create Return” button to complete..png)
Partial Return
In our system, there is an available option for the partial lead return. Read more about how to proceed with this transaction in the Knowledge Base article.