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Quick Start Guide For QSM Leads
Table Of Contents:
Account Creation
Logging In
Homepage
Making An Order
Pausing Leads
Modify Order
Lead Store
Billing History
Returns
My Account

............Page 2
………….Page 5
………….Page 6
………….Page 7
………….Page 9
………….Page 10
………….Page 12
………….Page 14
………….Page 15
………….Page 16
Account Creation
Log-in
Homepage

Your five most recently bought
leads and all of your orders will be
displayed on your homepage.

A button which allows you to top-up
your account is displayed top right.
You will need to top-up your account
before you will be able to purchase
any leads.
Making An Order

Your account balance is
displayed top right. This
figure will automatically
amend every time you
purchase a lead.

When creating an order you are
given total control. You can specify
how many leads you want per day
and a maximum price. You can also
choose specific locations.
All of your orders will be displayed
on your homepage.

Top orders show the three
highest orders currently active
on the system. These will be
fulfilled first.
These are shown to give you an
indication of the price you will
need to set in order to receive
leads.
Pausing Leads

This allows you to turn any lead orders on
or off. This can be changed at any time.
Please note, if the order is switched off
you will not receive any leads.
Modify Order

To make any
modifications to
your orders
including deleting
orders or increasing
your bids, please
click ‘Modify Order’
on the right hand
side of the current
order.
All of the leads you have
purchased will be found under your
leads. This will include leads from
orders and leads purchased in the
lead store.

You can return any lead which
meets our returns policy by
clicking here.

To export leads for your records please
select a filter and then click here to
download a CSV file.

Find the returns policy here – Returns Policy
Lead Store

Leads in the lead store can be searched by lead type
and by region or date range.

If you are only interested in purchasing
leads for a set price these are available in
the lead store.
It’s important to note that all lead orders in
the bidding system will be fulfilled before
leads in the lead store will appear.
If you click to purchase a lead this
warning box will appear. As soon
as you click OK the price of the
lead will be deducted from your
account. This is not refundable.
Billing History

All of your purchase information
will appear in your billing history.
This will include a statement
which shows what is available to
spend in your account.
Returns

The status of any submitted returns
can be found under the ‘Returns’.
The status of all returned leads will
be pending until your request is
accepted or declined. If the lead
returned is accepted the money will
be automatically added back to
your account.
My Account

Once your account is created, all
your personal and business
information can be amended here.

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Quick Start Guide For QSM Leads

  • 1. Quick Start Guide For QSM Leads Table Of Contents: Account Creation Logging In Homepage Making An Order Pausing Leads Modify Order Lead Store Billing History Returns My Account ............Page 2 ………….Page 5 ………….Page 6 ………….Page 7 ………….Page 9 ………….Page 10 ………….Page 12 ………….Page 14 ………….Page 15 ………….Page 16
  • 3.
  • 4.
  • 6. Homepage Your five most recently bought leads and all of your orders will be displayed on your homepage. A button which allows you to top-up your account is displayed top right. You will need to top-up your account before you will be able to purchase any leads.
  • 7. Making An Order Your account balance is displayed top right. This figure will automatically amend every time you purchase a lead. When creating an order you are given total control. You can specify how many leads you want per day and a maximum price. You can also choose specific locations.
  • 8. All of your orders will be displayed on your homepage. Top orders show the three highest orders currently active on the system. These will be fulfilled first. These are shown to give you an indication of the price you will need to set in order to receive leads.
  • 9. Pausing Leads This allows you to turn any lead orders on or off. This can be changed at any time. Please note, if the order is switched off you will not receive any leads.
  • 10. Modify Order To make any modifications to your orders including deleting orders or increasing your bids, please click ‘Modify Order’ on the right hand side of the current order.
  • 11. All of the leads you have purchased will be found under your leads. This will include leads from orders and leads purchased in the lead store. You can return any lead which meets our returns policy by clicking here. To export leads for your records please select a filter and then click here to download a CSV file. Find the returns policy here – Returns Policy
  • 12. Lead Store Leads in the lead store can be searched by lead type and by region or date range. If you are only interested in purchasing leads for a set price these are available in the lead store. It’s important to note that all lead orders in the bidding system will be fulfilled before leads in the lead store will appear.
  • 13. If you click to purchase a lead this warning box will appear. As soon as you click OK the price of the lead will be deducted from your account. This is not refundable.
  • 14. Billing History All of your purchase information will appear in your billing history. This will include a statement which shows what is available to spend in your account.
  • 15. Returns The status of any submitted returns can be found under the ‘Returns’. The status of all returned leads will be pending until your request is accepted or declined. If the lead returned is accepted the money will be automatically added back to your account.
  • 16. My Account Once your account is created, all your personal and business information can be amended here.