Go to My Account → My Leads. Select the order (and, if you want, a specific line item) from the dropdown to view every lead delivered against it — name, phone, email, location, and case details.
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How do I mark a lead as contacted, sold, or not a fit?
In My Account → My Leads, each lead has its own status dropdown — Call Back, Followed Up, Sold, or Cancel — so you can track where each prospect stands in your intake process at a glance.
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Can I add notes to a lead?
Yes — each lead in My Account → My Leads has a notes section where you can log call outcomes or follow-up details over time. Your notes are saved with a timestamp and stay attached to that lead.
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What if a lead turns out to be invalid — wrong number, duplicate, or doesn’t match my filters?
Use My Account → Lead Replace. Select the order and lead in question and submit a replacement request; once reviewed and approved, you'll get a replacement lead at no extra cost. This is covered by our standard lead replacement policy for invalid leads.
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How do I check the status of a replacement request I submitted?
Replacement requests move through Pending → Processing → Approved (or Canceled if it doesn't qualify). You can check on a request's current status from My Account → Lead Replace, or from the mobile app if you submitted or are tracking it there.
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Will I be notified as soon as a new lead comes in?
Yes — leads appear in My Account → My Leads in real time, and we also send a notification by email (and SMS, where enabled) the moment a new lead is delivered, so you can reach out to the prospect while they're still actively looking for help.