> ## Documentation Index
> Fetch the complete documentation index at: https://docs.usejuiced.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Introduction

> Your hub for purchasing leads, managing bids, and tracking your account.

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.

## Wallet balance

In the top bar, you'll see your current wallet balance along with a color-coded funding status:

| Color                                                  | Status    | What it means                                            |
| ------------------------------------------------------ | --------- | -------------------------------------------------------- |
| <Icon icon="circle" color="green" size={12} /> Green   | Available | You have enough funds to cover all your active bids      |
| <Icon icon="circle" color="yellow" size={12} /> Yellow | Limited   | At least one bid is being limited by your wallet balance |
| <Icon icon="circle" color="red" size={12} /> Red       | Exhausted | Your 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.

## 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 return tiers)
* All available tiers and the return rates that qualify for each

If your provider doesn't use return tiers, clicking the badge will simply show your return rate.

## Customer switcher

If you have access to multiple customer accounts, you'll see a customer menu in the sidebar. Click it to:

* View other customer accounts you're attached to
* Switch between accounts
* Set up a new customer account
* Access your [Company Profile](/customer-portal/company-profile) (if you have permission)

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.

## 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 An archived account is no longer active—contact your provider if you believe this is an error.

## What you can do

<CardGroup cols={2}>
  <Card title="Browse the Marketplace" icon="store" href="/customer-portal/marketplace">
    See available leads in real-time and purchase them instantly or place buy orders.
  </Card>

  <Card title="Set up bidding" icon="hand" href="/customer-portal/bids">
    Create bidding profiles to automatically compete for leads that match your criteria.
  </Card>

  <Card title="Review your leads" icon="book-user" href="/customer-portal/leads">
    View all the leads you've purchased, with full contact details and history.
  </Card>

  <Card title="Manage billing" icon="wallet" href="/customer-portal/billing">
    Add payment methods, fund your wallet, and set up automatic recharging.
  </Card>
</CardGroup>

## Portal sections

Here's what you'll find in the Customer Portal:

| Section             | What it does                                                     |
| ------------------- | ---------------------------------------------------------------- |
| **Dashboard**       | Quick overview of your recent leads and bid activity             |
| **Leads**           | Browse and export all your purchased leads                       |
| **Bids**            | Create and manage your bidding profiles                          |
| **Marketplace**     | Purchase leads directly from the real-time marketplace           |
| **Notifications**   | Configure who receives lead notifications and how                |
| **Billing**         | Payment methods, transaction history, and auto-recharge settings |
| **Bidding Limits**  | Set daily, weekly, and monthly caps on leads and spending        |
| **Company Profile** | Update your company name, contact info, and address              |

## 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.