Other Tips & Resources

🔔 Notification Management

• Real-Time Notifications: Receive notifications whenever the status of a lead or deal changes. Notifications are accessible via the top right notification bell on the portal and via email.

👥 Lead Management

• Submit Leads via API: Easily submit leads through our API integration.

  • API Documentation: Access comprehensive API documentation and the Swagger page.

• Submit Singular Leads: Use the Submit a Lead button on the homepage for individual lead submissions.

• Bulk Lead Uploads: Upload multiple leads at once using the Data Center.

🔎 Search Functionality

Quickly find specific leads or other important information using the search feature.

👤 Account Profile Management

Update Account Details

Keep your account information up to date.

Password Management

Reset and confirm your password.

Multi-Factor Authentication

Enhance security by configuring multi-factor authentication.

Profile Picture

Set and update your profile picture

❓ Support and Contact Information

Technical Support

For technical assistance, email [e-mail]

Contact Information

Access our contact details for any further assistance or inquiries.