Marking a lead
Open any lead in your Inbox and choose a status. You can add an optional note, and you can re-mark a lead later as the outcome changes — your feedback is kept as a history, and the most recent status is shown on the lead.What each status means
| Status | Use it when |
|---|---|
| Contacted | You reached the person and had a conversation. |
| Sold | The lead resulted in a policy. This is the outcome that drives your close rate. |
| No answer | You tried but couldn’t reach them yet. Keep trying — this isn’t a quality problem. |
| Bad number | The phone number is disconnected, wrong, or unreachable. |
| Not interested | You reached the person and they declined. |
Why feedback matters
Transparent stats
Aggregated contact and close rates are published openly. Your feedback keeps those numbers honest.
Better matching
Outcome data helps us route the right leads to the right campaigns over time.
Quality review
Marking genuinely invalid leads is the first step toward a quality credit.
Invalid leads and credits
If a lead is genuinely invalid — for example, a disconnected or wrong number — mark it Bad number. Under our lead-quality policy, verified invalid leads may be eligible for a credit after review.Leads are non-refundable as a rule — a delivered, exclusive lead is the product. Quality credits are a separate, reviewed exception for leads that fail our validity standard, not a way to return leads that simply didn’t convert. See the Billing FAQ for how credits are applied.