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 IPBlacklisting: Block specific IPs while allowing others
Example: Block suspicious IP addresses
3. Lead Grading
Configure automated quality scoring for incoming leads
Set thresholds for lead acceptance
Learn more about 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