Lead Portal

Navigate through your leads & transactions while you confirm your account is active and funds are available.

20 articles in this collection
Written by Moriah Smith

Moving - Lead Returns

Criteria for Lead Returns - Available June 1st

Written by Moriah Smith
Updated over a week ago

Lead Tracking

What is lead tracking, why is it helpful, & how do I use it?

Written by Moriah Smith
Updated over a week ago

Auto Premium Dashboard

Understanding the metrics in your Premium Dashboard

Written by Moriah Smith
Updated over a week ago

Auto Filter Settings

How to view your filter settings

Written by Moriah Smith
Updated over a week ago

Moving Filter Settings

How to view your filter settings

Written by Moriah Smith
Updated over a week ago

Filter Settings

How can I see what my current filters are?

Written by Moriah Smith
Updated over a week ago

First Login to Portal

Why is my account inactive?

Written by Moriah Smith
Updated over a week ago

Lead Portal Overview

How to login, see your account balance, and update your credit card.

Written by Moriah Smith
Updated over a week ago

Login Help

Learn how to login and solve any login troubles.

Written by Moriah Smith
Updated over a week ago

Forgot Password?

How to reset your password and fix issues when logging in.

Written by Moriah Smith
Updated over a week ago

Forgot Username?

Learn how to track down your username

Written by Moriah Smith
Updated over a week ago

Need Help?

Portal Help

How to get support while logged in to your portal.

Written by Moriah Smith
Updated over a week ago

Account Balance & Status

How to know if your account is active and if there are funds in your account.

Written by Moriah Smith
Updated over a week ago

Negative Account Balance

Reasons that your account balance may be negative

Written by Moriah Smith
Updated over a week ago

My Leads

Leads Delivered

See the leads we've sent your way.

Written by Moriah Smith
Updated over a week ago

Transactions On Account

Understanding the payments and charges you make and receive.

Written by Moriah Smith
Updated over a week ago

Settings

Change Password

How to change the password on your account.

Written by Moriah Smith
Updated over a week ago

Lead Filters

View your daily/monthly lead targets and the areas you receive.

Written by Moriah Smith
Updated over a week ago

Reports

Lead Reports

What can you use the lead reports for?

Written by Moriah Smith
Updated over a week ago

Call Auto Shippers

How to login, view your paid calls, and listen to call recordings.

Written by Moriah Smith
Updated over a week ago