Overview
Every time you configure a new client in Lead Capsule you are given the option to
allow them access to the Client Portal. Our Client Portal provides your clients
with real-time access to view active campaigns, leads purchased, and various reports.
Additionally your clients may download previous leads purchased and send you new
requests for lead returns.
Key Benefits
- Allows clients 24/7 access to their leads - Clients can be
provided a username, password and a unique link to your client portal. The client
portal can be accessed anywhere they have internet access.
- Pause Campaigns - Client are able to log into their client portal
and pause or play campaigns configured for them
- Fund Account - Clients are able to fund their account, for use
in their prepaid campaigns, or in the store front. Payments can be made using credit
card or ACH, using your configured Payment Gateway.
Easily view account balance on any page of the client portal.
- Fund Campaigns - Clients can fund individual prepaid campaigns
and check on balance.
- View Invoices - Clients can use their Lead Capsule client portal
to view or download invoices generated for them. See our
Invoices feature page for additional information.
- View Payments, Refunds and Credit - Allow your clients to view
payments they have made, or payments you recorded for them, right in their client
portal. Clients can also view any refunds or credits you have done for them. Visit
our Payments age for additional information.
- Full reporting capabilities - Clients can see real-time reports
on leads purchased as well as run hourly, daily, weekly, monthly or even
yearly reports.
- Client lead return options - Client can be given the ability to
return leads, through the client portal, or request for leads to be returned.
Requests must be approved by a Lead Capsule administrator.
Screenshots
Dashboard
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Dashboard Reports
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My Account
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My Leads - Search Criteria
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My Leads - Search Results and Export
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Return Lead
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Campaigns
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Invoices
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View Invoice
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Apply Payment
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View Refunds
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View Credits
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Videos