How To Reject an Invalid Lead
Log in to the Client Chat Live Dashboard (https://app.clientchatlive.com/).
Username is the email address associated with your account.
From the homepage use the left side navigation pane to select the Leads section.
Review all chats to determine which chats should be marked invalid.
View our How To View and Search Leads article to learn more about reviewing leads.
If the chat is considered valid and a green check mark is shown, then no further action is required. For chats that need to be marked as invalid, click on the icon in the Valid column.
Icon Descriptions:
Pending - Lead Review team has not reviewed lead (will review within 1-2 business day)
Valid - Lead Review has assumed the lead is valid
Invalid - Lead Review has assumed the lead is invalid or lead has been marked invalid by company through the Dashboard - no further action is required
Once icon is clicked a Mark Lead as Invalid form will appear. The form will auto-populate with the name, email, phone & case type if provided during the chat.
Select an option in the Reasons For Rejection section, then click Submit
The lead will now appear with a red X indicating that the lead is invalid.