How Lead Delivery Works

Premium Qualified Leads manages the journey from lead submission to buyer delivery, reporting, billing, and quality review.

The exact workflow may vary by vertical, campaign, and account configuration, but most lead programs follow the same general path.

Standard lead flow

  1. A lead is submitted by an approved supplier or generated by an approved campaign.

  2. The platform checks required fields, source information, consent data, and duplicate rules where configured.

  3. The lead is evaluated against buyer eligibility, delivery configuration, volume limits, and account status.

  4. The lead is delivered through the buyer's approved delivery method.

  5. The buyer can review the lead in the portal, export lead records, inspect delivery status, and submit a quality claim when eligible.

  6. Billing, credits, compliance evidence, and reporting are updated according to the buyer agreement.

Common delivery methods

Buyers may receive leads through one or more approved delivery methods:

Delivery method

Description

Buyer portal

Leads are available inside the buyer portal.

Webhook

Leads are sent to a buyer-owned endpoint.

Email

Lead details or notifications are sent to approved recipients.

Google Sheets

Leads are added to an approved sheet when configured.

SMS notification

Delivery alerts may be sent to approved contacts.

CRM delivery

Leads may be pushed to an approved CRM or integration.

Available delivery methods depend on account setup and enabled features.

Buyer-safe status language

The portal uses buyer-friendly language to explain what happened with a lead.

Status

Meaning

Delivered

The lead was delivered to the buyer account.

Delivery Pending

The lead is still being processed for delivery.

Delivery Issue

The lead could not be delivered successfully and may require review.

Claim Submitted

A quality claim was submitted for the lead.

Claim In Review

The quality claim is being reviewed.

Credited

A credit was approved or applied according to policy.

Closed

The lead or claim workflow has been completed.

What buyers should monitor

Buyers should regularly review:

  • New delivered leads.

  • Delivery status and webhook health.

  • Source and campaign performance.

  • Quality claim rates.

  • Invoice and credit activity.

  • Compliance evidence when enabled.

Buyers should contact support if a lead appears missing, a webhook is failing, or reporting does not match expected activity.


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