Using the Lead Portal

Detailed information of the lead portal's functionality

Chris Arenas avatar
Written by Chris Arenas
Updated this week

In this article, we will discuss the lead portal's features. 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.

Leads

Lead List Screen

The lead list screen is where you can view and manage your leads.

  • Lists all of your leads

  • Search by date range, lead type, or search through all your leads

  • Sort by clicking on the header of any row

  • Click on “Open Lead” to view lead details

Lead Details Screen

When a lead is opened, you 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, you 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

You can only create appointments from within a lead. 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 with the account owner.

The Returns screen is where you can manage your 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)

Billing

Payment Methods

The payment methods section is where you can manage the credit card(s) used for purchasing leads.

Orders

The Orders section is where you can review and manage all of your orders. Here you can sign up for any available orders, view order details, and pause and resume any open orders.

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

Sometimes, you may have the option to create orders yourself. 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 you to view all of your invoices. You 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.

You 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 you can choose to log out of the portal.

Profile

Here, you can enter your contact information and enable the new lead notification setting.

Security

This is where you can update your portal login password.

Users

The portal allows you to add additional users to the portal with their own login information. You 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 you 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

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