Client Administration
HQ Leads Client Dashboard
A private client area is being prepared for lead allocation, credits, balances and lead review requests.
Coming Soon: Client Administration Area
This section will be used to channel leads into a dashboard, allocate leads to clients, and give clients a clear view of their account.
Lead CreditsView available credits, used credits and package balance.
Lead AllocationSee new leads assigned to your business and track follow-up status.
Lead ReviewRequest a refund or credit review using simple dropdown reasons.
Example Refund / Credit Review Reasons
When built, clients will be able to flag a lead for review with reasons such as:
Invalid numberDuplicate leadOutside service areaWrong service requestedNo response after follow-upSpam / fake enquiryAlready assisted
