Buyer Portal Overview

The buyer portal gives approved buyers a secure place to review delivered leads, billing visibility, quality claims, account settings, and beta delivery diagnostics where enabled.

Common portal areas include:

• Overview and stats.

• Delivered leads.

• Lead detail and TCPA/source evidence.

• Billing and ledger visibility.

• Returns, disputes, or Quality Claims.

• Account settings.

• Webhook and Google Sheets delivery settings.

• Delivery logs and test delivery tools for enabled beta partners.

What buyers can self-serve

Depending on account configuration, buyers may be able to:

• View delivered leads.

• Export delivered leads.

• View lead detail and compliance/source evidence.

• Lower caps.

• Pause or resume owned offers.

• View invoices, balance, and ledger entries.

• Update notification email, CC emails, webhook URL, phone, SMS number, and Google Sheets settings.

• File objective quality claims.

• Upload evidence for claims.

• Send non-billable test webhook payloads where beta tools are enabled.

What requires admin approval

• Cap increases.

• Pricing changes.

• Buyer eligibility and routing changes.

• New fields or webhook payload changes.

• Return-policy exceptions.

• Billing adjustments, credits, or write-offs.

• New users, roles, or permissions.