The Lead QC (Quality Control) Disposition feature allows you to manage lead QC disposition and comments from the Admin side, review the reports with QC data and view the detailed information about the QC disposition.
The “QC Real Time Dispositions” section allows you to review leads with assigned QC disposition and comments and search leads to add QC disposition manually.
To view the reports, go to the Analytics and Optimization > Dispositions > QC Real Time Dispositions section.
QC Real Time Dispositions Tab
The “QC Real Time Dispositions” tab allows you to review leads with assigned QC Disposition and Comment. Note: This report will only present leads with the QC Dispositions added. The report will present the “No records found” message if there are no leads with disposition added matching the selected filters.
You can narrow down the search results by using the following filters:
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Date: Select the date range of the report.
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Email: Enter an email or a list of email addresses of the Leads. (LMS Only)
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Phone Number: Enter a phone number or a list of phone numbers of the Leads. (Call Logic Only)
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Buyer Agent: Select the Buyer Agent.
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Buyer: Select the Buyer.
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Buyer Campaign: Select the Campaign.
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Campaign Tag: Select the Campaign Tag.
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Status: Select the status of the Lead.
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Product: Select the Product.
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Publisher: Select the Publisher.
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QC Disposition: Select the QC Disposition status.
The report contains the following information:
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Lead ID: The unique identification number of the Lead. To open the Lead Info section of the particular Lead, click the “Lead ID” button.
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Date: The date and time when the Lead has entered the system.
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Buyer: The name of the Buyer.
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Campaign: The name of the Campaign.
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Publisher: The name of the Publisher.
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Email: An email address of the Lead
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First Name: The first name from the Lead data.
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Last Name: The last name from the Lead data.
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Home#: The home phone number from the Lead data.
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Work#: The work (business) phone number from the Lead data.
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Cell#: The mobile phone number from the Lead data.
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Pub: The earnings of the Publisher.
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TTL: The total revenue of the system.
To set up the QC (Quality Control) Disposition for the Lead, click the “Edit Disposition” button in the “QC Disposition” column, select the “Disposition” option from the drop-down list in the pop-up window, and click the “Save” button to complete the action.
To add a comment to the QC(Quality Control) Disposition status, click the “Edit QC Comment” button in the “QC Comment” column, enter the text in the “Comment” field of the pop-up window, and click the “Save” button to complete the action.
To edit or delete an existing comment, click the “Edit System Comment” button in the “QC Comment” column, edit an existing comment in the “Comment” field of the pop-up window, and click the “Save” button to complete the action.
To manually set the status of the Buyer’s Disposition and add Buyer Disposition Comment, click the “Buyer Disposition” button in the “Actions” column, and you will be redirected to the report where you can update it.
Lead Search Tab
The “Lead Search” tab allows you to search for Leads in the system based on the selected filters and manually set QC Disposition and comments, which will be available for review in the “QC Real Time Dispositions” tab.
You can search for leads by using the following filters:
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Date: Select the date range of the report.
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Email: Enter an email or a list of email addresses of the Leads. (LMS Only)
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Phone Number: Enter a phone number or a list of phone numbers of the Leads. (Call Logic Only)
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Buyer Agent: Select the Buyer Agent.
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Buyer: Select the Buyer.
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Buyer Campaign: Select the Buyer Campaign.
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Campaign Tag: Select the Campaign Tag.
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Status: Select the status of the Lead.
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Product: Select the Product.
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Publisher: Select the Publisher.
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QC Disposition: Select the QC Disposition status.
Click the “Search” button to generate the report.