How to request a lead return
You can request a lead return by clicking ‘Request Lead Return’, on the top right of a property while it's in the ‘Available’ tab, shown below. You must request lead returns within 72 hours of receiving the lead and before submitting a quote. Any user can request a lead be returned, but your account admin must approve all lead returns. We'll notify the account owner when a sales rep requests a lead return for their approval.
Please be aware:
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Leads must be returned within 72 hours of receipt and before you click "Start Quote".
- You may request the return of up to 10% of your monthly lead cap in each state in which you are actively quoting leads.
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You can receive credits for up to 10% of the leads you receive in a month.
- Lead returns are credited towards your invoice in the same month.
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Return Requests (per individual state) |
Return Credits (per individual state) |
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Allowed based on 10% of active lead cap per state |
Granted based on 10% of leads delivered in the same month the return is requested |
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Must be requested within 72 hours of lead delivery |
Number granted is rounded up to nearest whole number |
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Must be submitted before clicking “Start Quote” |
Credit applied to the invoice in the same month the return is requested |
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Installers can request more return credits than they will be granted. |
To help you keep track of your returns, please see the Lead Return Information section at the bottom of your custom insights dashboard.
Reach out to your partner success manager with questions.