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      QC Real Time Disposition

      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:

      • Date: Select the date range of the report.
      • Email: Enter an email or a list of email addresses of the Leads. (LMS Only)
      • CellPhone: Enter a phone number or a list of phone numbers of the Leads. (Call Logic Only)
      • Buyer Agent: Select the Buyer Agent.
      • Buyer: Select the Buyer.
      • Buyer Campaign: Select the Campaign.
      • Campaign Tag: Select the Campaign Tag.
      • Status: Select the status of the Lead.
      • Product: Select the Product.
      • Publisher: Select the Publisher.
      • Channel: Select the Publisher Channel.
      • Publisher Source: Select the Publisher Source.
      • QC Disposition: Select the QC Disposition status.
      • Buyer Disposition: Select the Buyer Disposition status. 

      The report contains the following information:

      • Lead ID: The unique identification number of the Lead. To open the Lead Info section of the particular Lead, click the “Lead ID” button.
      • Date: The date and time when the Lead has entered the system.
      • Buyer: The name of the Buyer.
      • Campaign: The name of the Campaign.
      • Publisher: The name of the Publisher.
      • Channel: The name of the Publisher Channel.
      • Source: The name of the Publisher Source.
      • Email: An email address of the Lead
      • First Name: The first name from the Lead data.
      • Last Name: The last name from the Lead data.
      • Home#: The home phone number from the Lead data.
      • Work#: The work (business) phone number from the Lead data.
      • Cell#: The mobile phone number from the Lead data.
      • Pub: The earnings of the Publisher.
      • 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 in the “Edit Disposition” pop-up window, and click the “Save” button to complete the action. 

      To add a comment to the selected 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 “Edit QC Comment” pop-up window, and click the “Save” button to complete the action. 

      To set up the Buyer Disposition for the Lead, click the “Edit Buyer Disposition” button in the “Buyer  Disposition” column, select the “Disposition” option in the “Edit Buyer Disposition” pop-up window, and click the “Save” button to complete the action. 

      To add a comment to the selected Buyer Disposition status, click the “Edit Buyer Comment” button in the “Buyer Comment” column, enter the text in the “Comment” field of the “Edit Buyer Comment” pop-up window, and click the “Save” button to complete the action. 

      To edit or delete an existing comment that is attached to the selected QC(Quality Control) Disposition status, click the “Edit System Comment” button in the “QC Comment” column, edit an existing comment in the “Comment” field of the “Edit System Comment” pop-up window, and click the “Save” button to complete the action.

      To edit or delete an existing comment that is attached to the selected Buyer Disposition status, click the “Edit Buyer Comment” button in the “Buyer Comment” column, edit an existing comment in the “Comment” field of the “Edit Buyer Comment” pop-up window, and click the “Save” button to complete the action.

      To view the information about the lead for the particular Buyer along with the selected Buyer Disposition status, click the “Buyer Disposition” button in the “Actions” column. You will be redirected to the “Buyer Real Time Disposition” report with the pre-selection of the corresponding filter fields. 

      Read more about the Buyer Real Time Disposition feature along with the related reporting in the following Knowledge Base article.

      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:

      • Date: Select the date range of the report.

      • Email: Enter an email or a list of email addresses of the Leads. (LMS Only)

      • CellPhone: Enter a phone number or a list of phone numbers of the Leads. (Call Logic Only)

      • Buyer Agent: Select the Buyer Agent.

      • Buyer: Select the Buyer.

      • Buyer Campaign: Select the Buyer Campaign.

      • Campaign Tag: Select the Campaign Tag.

      • Status: Select the status of the Lead.

      • Product: Select the Product.

      • Publisher: Select the Publisher.

      • QC Disposition: Select the QC Disposition status.

      Click the “Search” button to generate the report.