Training Center

The Training Center gives buyers a central place to learn how to use the portal and operate their lead program.

Training content may vary by account, vertical, and enabled features.

Recommended training topics

Topic	What it covers
Portal overview	Main pages, navigation, and common workflows.
Reviewing leads	How to search, filter, open, and export lead records.
Lead detail	How to review delivery, billing, claim, and compliance status.
Analytics	How to compare performance by date, source, campaign, or status.
Quality claims	How to file a claim and upload evidence.
Billing	How to review invoices, payments, credits, and balances.
Compliance	How to review consent proof and source evidence.
Delivery testing	How to test and troubleshoot webhook or integration delivery.

Recommended buyer workflow

Buyers should review the portal regularly:

• Daily: new leads and delivery status.

• Weekly: source and campaign performance.

• Weekly: quality claim activity.

• Monthly: invoices, payments, credits, and reporting exports.

• As needed: compliance proof, delivery logs, and support issues.

Getting help

When contacting support, include:

• Account name.

• Delivery ID when the issue is lead-specific.

• Date range.

• Source or campaign if relevant.

• Screenshot when helpful.

• Description of what you expected and what happened.

Clear support details help resolve issues faster.