Leads

Our leads module provides a way for you or your agents to upload and track leads purchased or received using our lead link which you, agents, sales reps and referral partners can place on their web sites to generate leads.

Our lead module allows you to design the form you will have merchants complete yourself.

You or your agent can upload purchased leads via an excel spreadsheet or .csv file that transfers the data into our system. Once this is accomplished, it displays the leads where an agent can make notes, change statuses, or take an application from within a lead while on the phone with a merchant.

The lead management system is a great way to track results of your purchased leads, or those from referral partners.