• Welcome Message

    After logging in, the Dashboard — Overview & Stats page is the first screen you see. A welcome message at the top greets you with your account name — confirming you are logged in to the correct account.

  • Publisher Error Section

    The Publisher Error section shows any lead submission errors that occurred in the last 24 hours. For example, if a publisher submitted a lead with an error for a specific lead type — such as Life Insurance — it will be highlighted here with the error count. This helps you quickly identify and fix publisher submission issues before they impact your lead volume.

  • Lead Type Report Cards

    Below the Publisher Error section, the dashboard displays individual report cards for each lead type configured in your system — such as Autofinance, Autoinsurance, Bathroom, Creditcard, Debt, Final Expense, and more. Each report card shows today’s lead stats:

    • Total Lead — total number of leads submitted today
    • Accepted — number of leads successfully accepted by buyers
    • Rejected — number of leads rejected by buyers
    • Pending — number of leads still awaiting buyer response
  • Real Time Overview

    All report cards on the dashboard are updated in real time — giving you an instant snapshot of your entire lead distribution performance for the current day across all lead types from a single screen.

  • Quick Navigation

    From the dashboard you can quickly navigate to any module using the left sidebar — including User/Staff, Manage Lead Type, Publisher, Buyer, Ping Tree, Reports, Lead Listing, Lead Forms, API Posting Specs, Upload Leads, Return Leads, and Agent — giving you full access to all system features from one place.

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