One of the functionalities available with LeadExec is the Client Portal. The portal provides your clients a place where they can log in and view all leads that you've delivered to them.
You can almost think of the portal as a micro CRM your clients can use to manage their leads from you. One of the main purposes of the Client Portal is that it provides your clients with an easy way to manage any lead returns they may have with you.
Logging into the Client Portal
Your clients can log in to the portal at http://www.lead-backoffice.com
note: this URL may be different depending on the setting you have in place with the Branding section of your LeadExec account. More info can be found here.
The client will use the credentials set in their client details page in LeadExec.
Once logged in, the user will be guided to the portal dashboard. The portal's main navigation is located on the left-hand side, providing easy access to each section and its associated pages.
Dashboard
The Dashboard provides a report of leads received daily for the current and previous months, as well as a separate report that outlines leads and appointments.
Additionally, the dashboard displays a list of upcoming appointments as well as a list of the most recent leads received.
Lead List Screen
The lead list screen is where users can view and manage their leads.
Lists all leads delivered to the client
Search is available by date range, and lead type, or search through all your leads
Sorting can be done by clicking on the header of any row
“Open Lead” allows users to view the details of the selected lead.
Lead Details Screen
When a lead is opened, users can:
Send an email to the contact
Forward the lead in an email to someone else
Print or export the lead
Return the lead (if it is out of your area)
Files
Add attachments (quotes, other information) that you want to keep with the lead. This can be done under the File tab.
Appointments
In the Appointments tab, users can create appointment reminders for the lead.
To create a new appointment, click the Create button, which will populate the module below to input the appointment details.
Creating Appointments
Appointments can be created from within the lead details page. Open the lead, and then select the Create Appointment button.
Creating Appointments:
You can assign the appointment to any user of the system. They will receive an email of the appointment.
Appointment Editor:
Users can see their appointments, and admins can see ALL appointments in the Appointments tab.
Returns
In some cases, leads can be returned. This depends on the contract you have in place with your clients.
The Returns screen is where users can manage their returned leads.
Shows the status of the lead (Returned or not)
Return Status (Approved, Denied, or Pending)
Return Date (Date the lead was returned)
Return Reason (Why you returned the lead)
Orders Tab
Within the client portal, your Client has access to sign up for any available orders, view order details, and pause and resume any open orders.
Orders List:
Columns displayed in the Order List:
Order ID - The order unique identifier
Start Date - Date the order started.
End Date - End date of order ( if applicable)
Status - Denotes the status of the order: Open, Pending, Closed, On Hold, Paused, Filled.
Renewal - Denotes if the order is a renewal.
Qty Ordered - Number of leads ordered. (This column will only contain values if the order is quantity-based.)
Qty Received - The number of leads received for the order.
Qty Remaining - Number of leads remaining for the order. (This column will only contain values if the order is quantity-based.)
Order Total - The total price of the order.
Received Cost - The dollar amount associated with the leads delivered against the order.
Paid - The total dollar amount paid for the order. This will reflect any discounts, additional charges, or taxes applied to the order.
Creating Orders
In some cases, there may be orders available to self-create. To create a new order, navigate to the Order List screen, select "New," and select the type of order you'd like from the dropdown menu.
Invoices
The Invoices tab allows users to view all of their invoices. They can also apply payments to any open invoices with outstanding balances.
Invoice List:
Invoices Details:
Payments
The payments tab provides details on all payments made against orders/invoices.
Users can filter transactions by date and export them to an Excel file for further analysis.
Settings
Settings for the portal can be found by clicking the avatar in the top right-hand corner of the portal. This is also where users can choose to log out of the portal.
Profile
Here, users can enter their contact information and enable the new lead notification setting.
Security
This is where users can update their portal login password.
Users
The portal allows them to add additional users to the portal with their own login information. They can also assign leads to any of these users once they are created.
To add an additional user, click the +New button from the top menu. This will populate the module below, where they can enter their details.
Admin Access: Allows the user to have access to all areas of the portal.
View Downline: Allows someone to see all the leads “below” them.
Enabled: Use this item to Enable or Disable a User