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The Customer Portal is where you manage everything related to buying leads. Access it at your provider’s /app URL—this is separate from the management interface your provider uses to run their operation.

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Wallet balance

In the top bar, you’ll see your current wallet balance along with a color-coded funding status:
ColorStatusWhat it means
GreenAvailableYou have enough funds to cover all your active bids
YellowLimitedAt least one bid is being limited by your wallet balance
RedExhaustedYour balance doesn’t cover the minimum for any bid
Click on your wallet balance to go directly to the Billing page where you can add funds.

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Customer badge

You may also see a badge in the top bar that reflects your standing with your provider. Click on it to see:
  • Your current return rate
  • The badge title and description (if your provider uses dispute tiers)
  • All available tiers and the return rates that qualify for each
If your provider doesn’t use dispute tiers, clicking the badge will simply show your return rate.

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Customer switcher

If you have access to multiple customer accounts, you’ll see a customer menu in the top bar. Click it to:
  • View other customer accounts you’re attached to
  • Switch between accounts
  • Set up a new customer account
Each customer account is a completely separate context—different payment methods, bids, leads, notifications, and contacts. Think of each customer as its own container for buying leads.

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Account status

If your customer account is paused or archived, you’ll see an indicator in the top bar. A paused account means your bids aren’t competing for leads. An archived account is no longer active—contact your provider if you believe this is an error.

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What you can do

Browse the Marketplace

See available leads in real-time and purchase them instantly or place buy orders.

Set up bidding

Create bidding profiles to automatically compete for leads that match your criteria.

Review your leads

View all the leads you’ve purchased, with full contact details and history.

Manage billing

Add payment methods, fund your wallet, and set up automatic recharging.

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Portal sections

Here’s what you’ll find in the Customer Portal:
SectionWhat it does
DashboardQuick overview of your recent leads and bid activity
LeadsBrowse and export all your purchased leads
BidsCreate and manage your bidding profiles
MarketplacePurchase leads directly from the real-time marketplace
NotificationsConfigure who receives lead notifications and how
BillingPayment methods, transaction history, and auto-recharge settings
Bidding LimitsSet daily, weekly, and monthly caps on leads and spending

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Getting started

If you’re new to the Customer Portal, here’s the typical flow:
  1. Add a payment method — You’ll need funds in your wallet to purchase leads
  2. Set up bidding — Create a bid profile for the types of leads you want
  3. Configure notifications — Make sure leads get delivered to the right people
  4. Set your limits — Protect your budget with caps on spending and lead volume
Your provider may have already configured some of these settings for you when they created your account.