Feedback workflow

What each lead status means, how to mark outcomes, and why it matters.

After a lead reaches your Inbox, you can mark what happened with it. Feedback is quick to give and does real work behind the scenes: it powers the public contact and close rates, sharpens how we match leads to you, and flags genuinely invalid leads for quality review.

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.

Mark Contacted as soon as you connect, even before you know the outcome. It keeps your contact-rate data accurate and you can update to Sold or Not interested later.

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.