Please click to see this video  (also under "How to" Videos in your back office)

Frequent questions

Duplicate Leads

Note the following: if you get a duplicate lead and the email address is the same, then our software will show you the lead but will not charge you.

Here is an example:

Let's say that you have requested several lead types including rollovers and investments,

Joe Smith, prospect, sees our offer for the rollover booklet and orders it and you get the lead.

The following week, Joe sees our offer for the booklet on investing and orders it and you get the lead.

If Joe used the same email address for both requests, our software will send you the second lead but you will not pay for it.  

How can you tell that you are not charged?

Here is a video so you can see in your back office that you are only charged once