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Understanding the Lead Source Detail Screen

Detailed information on how to use the Lead Source Details screen

Gabriel Buck avatar
Written by Gabriel Buck
Updated over 2 weeks ago

Overview

The Lead Source Detail screen serves as your central hub for configuring and managing all aspects of your lead acquisition channels. From this interface, you can edit source information, create campaigns, manage security protocols, and configure quality controls to optimize your lead flow.

Core Functionality

1. Basic Configuration

  • Edit lead source details (name, contact info, etc.)

  • Create and manage associated campaigns

  • Configure vendor portal credentials

2. Access Control

IP Address Management

  • Whitelisting: Only approved IPs can submit leads
    Example: Allow only your vendor's corporate IP

  • Blacklisting: Block specific IPs while allowing others
    Example: Block suspicious IP addresses

3. Lead Grading

4. API Access Keys

  • Generate and manage V2 lead receiver credentials:

    • API keys (alternative to client ID/secret)

    • Client credentials (traditional authentication)

  • Control integration access for vendors

5. Vendor Portal Features

Your vendors can:

  • Monitor accepted/returned leads

  • Access posting documentation

  • View performance reports

  • Track payments and payouts

Setup Guides

For complete implementation instructions:

Best Practices

  • Security: Always whitelist known vendor IPs for protection

  • Quality: Implement lead grading to filter poor-quality submissions

  • Documentation: Keep API keys and posting instructions updated

  • Monitoring: Regularly review vendor portal activity

Troubleshooting

If your team or vendors report access issues:

  • Verify IP addresses in Access Control

  • Check API keys

  • Confirm lead grading or lead validation thresholds aren't too restrictive

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