What's New

All the latest updates and improvements to Lead Distro AI

Round Robin: paused buyers no longer cause uneven rotation

May 8, 2026
  • FixedActive buyers each get an equal share of leads in Round Robin — paused buyers no longer create a dead slot that doubled up the next active buyer.
  • ImprovedTest Ingest now saves the lead as Rejected when an inbound filter fails, so you can see which rule rejected it in the timeline while debugging.

Round Robin now spreads leads evenly, even under traffic spikes

May 7, 2026
  • FixedRound Robin no longer hands two leads in a row to the same buyer when leads come in seconds apart. Each new lead now claims its slot in the rotation atomically.
  • FixedWhen buyers share the same priority, the rotation order is now stable across leads — no more buyers drifting in and out of position as their counters update.

Connect your existing Stripe in two clicks

May 6, 2026
  • ImprovedConnecting Stripe now lets you link the Stripe account you already use, instead of making you create a new one. Same dashboard, same customers, same payouts.
  • ImprovedRound Robin now passes the lead to the next buyer in line if the first one rejects, fails, or is over their cap — instead of dropping the lead. You stop losing leads to one buyer's downtime.
  • ImprovedThe lead timeline now shows which buyers were skipped because an earlier buyer in the rotation already accepted, so you can see exactly where each lead landed.

Cleaner CSV import + every lead now has a source

May 6, 2026
  • FixedCSV import no longer asks you to map columns to internal system fields. Step 3 only shows real lead fields now.
  • ImprovedSupplier is now required when importing a CSV or adding a lead manually — every lead gets attributed to a source so cost and revenue numbers stay clean.
  • FixedThe **New Lead** dialog no longer rejects valid phone numbers with a "10-digit" error. US, AU, UK, and Mexican formats all work as expected.
  • ImprovedPhone errors now tell you exactly what's wrong — for example, *"US phone needs 10 digits — you entered 9"* — instead of a generic message.

Filter leads by custom fields

May 5, 2026
  • NewPick a campaign on the Leads page and the filter dropdown now has a **Custom Fields** group so you can filter by any field on that campaign.
  • NewYes/No fields and dropdown fields filter by exact match; everything else does a case-insensitive contains match.

Supplier filters now support nested AND/OR groups

May 4, 2026
  • NewEdit Supplier now has the same powerful rule editor as Edit Buyer — multi-branch root with OR/AND, AND/OR conjunctions inside each group, group duplication, and the schedule heatmap for time-based rules.
  • ImprovedPer-supplier and per-buyer rules are now stored on the supplier or buyer link directly — clearer where to look, and they go away automatically when you remove the supplier or buyer from the campaign.
  • FixedState name vs abbreviation now matches consistently in buyer-side rules too — "California" and "CA" are treated as the same value when filtering, just like supplier-side rules already did.

Lead timeline shows every rule group that rejected a buyer

May 4, 2026
  • FixedRound-robin and weighted campaigns now show every eligible buyer in the lead timeline — including the ones that were in the rotation but didn't get picked this time.
  • FixedWhen a buyer with multiple OR rule groups rejects a lead, the timeline now lists every group that failed — not just the first — so you can see all the criteria that didn't match instead of guessing.
  • ImprovedThe AND/OR toggle in Edit Buyer now spells out what each option does — pick AND if a rule group should be a hard requirement, OR if matching any one group is enough.

Schedule Lead Filters by day and time

May 4, 2026
  • NewLead Filters now have a **Schedule** rule with a drag-paint Mon–Sun heatmap so you can accept leads only during specific hours — shorthand toggles for Weekdays / All days plus per-rule active range and blackout dates.
  • NewSchedules work at both supplier level (rejected at ingest with a clear reason) and buyer level (lead skips that buyer) so you can match each buyer's hours without manual triage.
  • NewPick **Lead Received Time** as the field to schedule by when the lead arrived — no extra date field needed from your suppliers.

Supplier Portal

May 4, 2026
  • NewSuppliers can now log into their own portal to see every lead they sent, what was accepted, and which rule rejected the rest — no more back-and-forth on "did you receive my lead?"
  • NewEnable from the Suppliers page menu, then click **Preview Portal** to see what they see.

Leads no longer get stuck on Distributing

May 4, 2026
  • FixedIf a buyer endpoint hangs or distribution hits an unexpected error, the lead lands on a real status instead of stranding on Distributing forever.
  • ImprovedSlow buyers can no longer eat the whole ingest window — distribution exits early with a clear status if it's taking too long, so the next lead in line still gets processed.
  • ImprovedAn hourly safety net automatically picks up any lead that's been on Distributing for more than 10 minutes and re-runs it.

Accepted count on buyer cards now matches the rest of the app

May 4, 2026
  • FixedThe Accepted number on each buyer card in a campaign now matches what you see on the client's profile and on the Clients table.

Import a buyer from another campaign

May 4, 2026
  • NewSpinning up a new campaign? Click **Import from Campaign** in the Outbound Buyers section to copy a buyer's pricing, caps, filters, and delivery setup from another campaign in two clicks.
  • NewThe imported buyer lands in **Paused** so you can review the delivery integration before going live.

See who initiated each wallet transaction

May 4, 2026
  • NewWallet transactions now show who initiated each one — your team member's name for manual actions, or "System" for automatic charges and refunds.

Logs page

May 4, 2026
  • NewNew **Logs** page in the sidebar — scan ingest activity across every campaign in one place, filterable by campaign, supplier, and status.

Clearer delivery setup errors

May 4, 2026
  • ImprovedWhen a buyer can't receive a lead, the timeline now tells you exactly what's missing — like "Webhook missing URL" — instead of a generic error.
  • ImprovedDelivery method icons on the buyer card turn amber when a method is toggled on but missing config — hover for the exact issue, no need to open the dialog.
  • FixedClearing a buyer's Webhook URL and saving now actually clears it — previously the field would re-populate from a hidden buyer-level fallback, making it look like the save didn't take.
  • FixedYou can no longer mark a buyer's integration complete until at least one delivery method (webhook, email, sheet, GHL, or SMS) is filled in.

AI Assistant fixes

May 2, 2026
  • FixedAI Assistant can now create campaigns again — every setup attempt was failing with a database error that blocked onboarding.
  • ImprovedAI Assistant now points you to the right place for your API key (it lives on each supplier, not in Settings) and warns you to save it the moment it's shown.

Per-buyer budget caps

May 2, 2026
  • NewSet Daily, Weekly, Monthly, and Total dollar caps per buyer in Cap Settings — leads stop flowing once a buyer hits their budget, just like with lead-count caps.
  • NewEach buyer card now shows a daily spend bar next to the lead-count bar so you can see at a glance how close a buyer is to their dollar cap.

Smarter buyer filters + Map Fields dialog fixes

May 1, 2026
  • NewPhone fields can now require suppliers to send numbers in a specific format — toggle Enforce format on a Phone field to reject leads that don't match.
  • NewDirect-post campaigns now honor each buyer's ping/post toggle — your supplier sends one POST and we ping ping-post buyers behind the scenes.
  • NewBuyer Lead Filters now let you pick AND or OR between branches — so you can require a shared condition (like state = California) across every scenario instead of repeating it.
  • ImprovedThe connector between segments inside a branch now sticks when set to OR, so you can build mixed AND/OR rules in one branch without it resetting on save.
  • NewBuyer Lead Filters now include a Supplier field — pick one or more suppliers to send to a specific buyer (e.g. only Instant Form leads to Buyer A, only Web Form leads to Buyer B).
  • ImprovedMeta Lead Form mapping now requires you to pick a Supplier — without it your Facebook leads were saving with $0 cost and skipping supplier-based dedup, routing, and reports.
  • FixedEdit & Reprocess now works on Error, Rejected, Expired, Duplicate, and Returned leads — no more 'Only accepted leads can have their outcome updated' blocking edits, reprocesses, or un-returns.
  • FixedThe Save Mapping button on the Meta Lead Form 'Map Fields' dialog is no longer clipped, and the dialog now scrolls cleanly when a form has many questions.
  • NewDate fields now support 9 formats — added YYYY/MM/DD, MM-DD-YYYY, DD-MM-YYYY, plus two timestamp formats (24-hour and 12-hour AM/PM) for booking and conversion times.

Insights drill-down

May 1, 2026
  • NewClick any slice on the Insights pie chart to see the actual leads in that bucket — every lead is saved with the report so you can come back any time.
  • ImprovedThe drill-in side panel reuses the same lead table you know — filter by status, supplier, or buyer and jump into any lead in one click.

Email Validation

May 1, 2026
  • NewTurn on Email Validation per campaign to flag bad addresses, disposable domains, and role-based emails before they reach a buyer.
  • NewManage every campaign at once from Settings → Integrations → Email Validation. Included with every plan — no extra charge.

Self-serve plans now go up to 5M leads/mo

April 30, 2026
  • NewNew high-volume plans — Volume 100K through Volume 5M — are now self-serve at checkout. Pick your size on the slider, no sales call.
  • NewThe pricing slider now shows your average cost per lead at every tier so you can see exactly what you'd pay before signing up.
  • ImprovedService perks (private Slack, dedicated account manager, SLA, white-glove migration) unlock automatically as you move up the tier ladder.

Two new filter options: Doesn't Contain, Not in List

April 30, 2026
  • NewFilter rules now support 'Doesn't Contain' and 'Not in List' — easier to exclude leads without flipping the whole rule into a NOT group.

Show who marked the lead in your automation notifications

April 30, 2026
  • NewNew {{updated_by}} field for automation emails, Slack, webhooks, and Sheets — renders as 'Name (Team)', e.g. 'Rafael Hernandez (Great Marketing AI)'.
  • NewWhen the buyer's CRM updates an outcome, {{updated_by}} renders as 'CEO Lawyer (CRM)' so you can tell agency vs buyer at a glance.

See exactly what each buyer email looked like

April 30, 2026
  • ImprovedThe lead Logs tab now shows a preview of every buyer email that went out, plus the From address and the full HTML source for debugging.

Ad creative thumbnails on the Meta Ads tab

April 30, 2026
  • NewThe Ad Creative Performance table now shows a thumbnail next to each ad name, with a play icon for video ads.
  • NewClick any ad to open a popup with the full creative, headline, primary text, link, and a button to open it in Ads Manager.

Pick more than one duplicate-detection scope

April 30, 2026
  • NewScope is now multi-select: combine Campaign, Per Buyer, and Per Supplier on a single campaign.
  • FixedStop the same supplier from re-posting the same phone or email inside your duplicate window — turn on Per Supplier in Duplicate Detection.

SMS delivery method (coming soon)

April 29, 2026
  • NewPreview of SMS as a buyer delivery method. The button now appears in the Edit Buyer dialog as Coming Soon while we finish carrier registration. Live in the next release.

Buyers can push outcomes from their CRM

April 29, 2026
  • NewGenerate a CRM Outcome Webhook on each client's Portal tab — their Salesforce, HubSpot, GHL, or Zapier flow can now mark leads converted without anyone logging into the portal.
  • NewPer-conversion (CPA) revenue posts the moment the buyer's CRM fires the webhook, so your numbers stop waiting on a manual update.

Test Ping / Test Send now shows the full request and response

April 29, 2026
  • ImprovedTest results now have Summary, Request, and Response tabs so you can see the URL, headers, and body we sent and the headers and body the buyer returned.
  • NewNew Copy bundle button packages the entire request + response as plain text — paste it into an email to your buyer for fast debugging.

Buyer caps now adjust when you move a lead

April 29, 2026
  • FixedReprocessing or moving an accepted lead to another buyer now frees up the original buyer's daily, monthly, and total cap so they aren't skipped on leads they no longer have.

Save notes on every client

April 28, 2026
  • NewNew Notes section on each client's overview tab — keep their CRM link, agreement details, or anything else worth remembering in one place.
  • NewNotes auto-save as you type, with a Saving / Saved indicator next to the title — no need to hit Save Changes.

Re-distribute leads on a schedule, not just immediately

April 28, 2026
  • NewFlip on Schedule for later inside any Re-distribute automation to hold the lead and re-route it on your schedule instead of right away.
  • NewPick after a delay (e.g. in 3 days at 9am), daily at a fixed time, every hour, or every 30 minutes — all in your org timezone.
  • NewHeld leads show up with a new Queued status on the Leads page and re-enter distribution automatically when the time arrives.

Truer profit numbers when leads get redistributed

April 27, 2026
  • ImprovedCampaign cost now stays at the origin if a lead gets redistributed and the new campaign doesn't accept it.
  • ImprovedCost only moves to the new campaign when it accepts the lead, so you can tell which campaign really paid for what.
  • NewHover any campaign's Cost cell to see how much was sold here, sent away unsold, or inherited from another campaign.

Bill buyers per conversion, not per lead

April 25, 2026
  • NewBuyers can now be billed Per Lead (CPL) or Per Conversion (CPA). Set the model in the new Payout section on each buyer.
  • NewCPA leads carry $0 revenue until marked Converted, then book the configured payout. Reverting to pending refunds the revenue automatically.
  • NewSet different conversion payouts by state (or any lead attribute), same as conditional CPL pricing.
  • ImprovedHover Net Profit on the campaign overview to see cost split across buyers, unrouted leads, and ad spend on days with no leads.
  • NewNew Unrouted cost card under Outbound Buyers shows duplicates, errors, and expired leads at a glance.

See (and retry) every Meta CAPI event per lead

April 22, 2026
  • FixedSend to Campaign now pings ping-post buyers before posting, so the real Lead ID is captured and the post matches an automated delivery.
  • FixedRedistributed leads no longer get stuck at $0 cost when ad spend syncs after redistribution — the next sync backfills the real cost.
  • FixedMeta CAPI events now reliably fire on accepted leads — events dropped when the function recycled mid-send no longer go missing.
  • NewNew CAPI Event column on the Leads page shows whether each conversion was Sent or Not sent, with hover details on why.
  • NewAny 'Not sent' row gets a one-click Retry button. Meta dedupes re-sends by lead, so retrying is safe once the integration is fixed.
  • NewNew Date / Time Formatter transform converts relative ranges (like '1–3 months ago') into MM/DD/YYYY before delivery.

Move leads between campaigns in one click — single or in bulk

April 20, 2026
  • NewNew Send to Campaign button on the lead detail page hands a lead off to another campaign and runs it through that campaign's distribution.
  • NewBulk Send to Campaign on the Leads page moves up to 50 leads at once. Ineligible leads are skipped with a reason instead of blocking the batch.
  • ImprovedManually moved leads carry their original cost into the new campaign and show a 'Redistributed from {campaign}' chip on the detail page.

Hash emails and phones before pinging privacy-strict buyers

April 19, 2026
  • NewNew Hash field transform (MD5 or SHA-256) lets you send hashed email or phone in the ping while leaving the original PII for the post.
  • NewNew To Number field transform renders the value as an unquoted JSON number — handy for buyers that reject prices sent as strings.
  • ImprovedValue Map and Default Value transforms now also run on the ping phase, not just delivery.
  • ImprovedPing Configuration and Delivery Method sections now show purple 'PING' and orange 'POST' phase pills for clearer flow control.
  • FixedEmail, Phone, First Name, Last Name, and Full Name now appear in the Field Transform dropdown — they were previously missing.

Redistributed leads keep their original cost

April 18, 2026
  • ImprovedRe-distribute automations now carry the lead's original cost into the destination campaign, so CPL and profit stay accurate on both sides.
  • ImprovedRedistributed leads now show a 'Redistributed from {campaign}' chip with a link back to where the lead first came in.

Buyers shown as Paused no longer receive leads

April 17, 2026
  • FixedBuyers showing Paused due to incomplete integration are now skipped during distribution. The lead timeline shows a 'Buyer integration incomplete' rejection reason.
  • FixedBulk Send to Campaign no longer leaves leads stuck on Distributing — every lead in the batch now lands on its final status.

Wire each supplier to its own Meta pixel

April 17, 2026
  • NewEach supplier on a campaign can now fire conversions to its own Meta pixel — pick the Meta CAPI integration matching its ad account.
  • NewAfter adding a new pixel in Settings, wire it to a campaign's suppliers right from the Sources cell — no need to bounce to the campaign page.
  • ImprovedEach supplier card now shows a 'Pixel' badge when a dedicated pixel is wired up, so you can see at a glance which sources are tracking conversions.
  • ImprovedThe Meta CAPI popover now starts with your campaigns — those firing on this pixel bubble to the top with a green count and per-supplier toggles.

See (and auto-link) new Meta campaigns instantly

April 16, 2026
  • NewNew Meta campaigns now appear in Campaign Performance immediately, tagged 'unmapped' with a one-click Map button to link them to a supplier.
  • NewTurn on 'Auto-map new campaigns' per ad-account + supplier (under Costs) and new Meta campaigns get linked on the next sync.

Supplier-level lead filters now actually filter

April 15, 2026
  • FixedLead Filters set on a supplier (via Edit Supplier) now reject unqualified leads at ingest before they reach a buyer.
  • FixedThe 'Supplier Level' tab under Lead Filters now shows the filters you saved on each supplier. Previously it always looked empty even when you had supplier filters configured

More accurate cost and profit on every dashboard

April 14, 2026
  • FixedDashboard Cost now includes ad spend on days with zero leads, so Cost, Profit, and ROI reflect reality instead of overstating profit.
  • FixedManual 'Ongoing' cost entries (retainers, flat monthly spend) no longer double-count — each entry is now counted exactly once.
  • ImprovedMeta ad spend now syncs the last 14 days (was 3), so delayed attribution and missed cron runs catch up automatically.
  • FixedDate range filters now anchor to your organization's timezone, so teammates in different time zones see identical revenue, cost, and profit for the same date range

Revenue, cost, and profit now match across every page

April 13, 2026
  • FixedDashboard Overview, campaign detail, and leads list now show the same revenue, cost, and profit for the same date range.
  • FixedCampaign detail KPI cards now exclude test leads from revenue (they already excluded them from the lead count), so the numbers at the top match the Leads tab below
  • ImprovedTest leads still show in your leads table, but they no longer count toward revenue, cost, or profit anywhere in the app

See where your leads are coming from

April 11, 2026
  • NewNew Visitor Info panel on the lead detail page shows city, region, country, timezone, browser, OS, and device when IP enrichment is on.
  • NewNew per-field IP enrichment toggle in Field Mapping — flip it on for ip_address to resolve geolocation, ISP, and timezone on every lead.
  • ImprovedBetter device detection on every lead — we now capture browser version, OS version, and device model (e.g. iPhone 15, Pixel 8) so you can compare conversion rates across devices in your reports

Ad Performance — Meta Ads Manager–style drill-down

April 10, 2026
  • NewClick any campaign to jump into its ad sets, then ad sets to ads — just like Meta Ads Manager. Breadcrumb at top lets you jump back at any level.
  • NewActive / Paused / All filter — toggle between running and paused entities at any level. Defaults to Active so you see what's currently spending
  • NewStatus indicator dot next to every campaign, ad set, and ad — green means active, amber means paused. Hover it to see the exact Meta status (e.g. Campaign Paused, Archived, Disapproved)
  • NewNew Daily Spend column — shows the average per-day spend for each row. Helps compare scale when entities ran for different numbers of days
  • NewClickable Leads (Acc) and Conv. columns on the Campaigns table — same modal popup as the other tables, scoped to every lead that came in under any of that campaign's ad sets

Ad Performance tab improvements

April 10, 2026
  • NewNew Campaigns / Ad Sets / Ads tabs on Ad Performance — switch between Meta hierarchy levels just like in Ads Manager.
  • NewSwitch between ad accounts on Ad Performance — when a campaign uses multiple Meta ad accounts, view each independently or all combined.
  • NewClick any bar in the Ad Performance chart to drill down — opens a side panel with every lead from that day, plus a per-lead breakdown of revenue, cost, profit, and margin
  • NewClick the Conv. column in the Ad Set or Ad Creative table to see the converted leads for that ad
  • ImprovedProfit column is now color-coded — green when positive, red when negative
  • FixedLead counts in the Leads (Acc) popup now match the column count — both respect the date range you have selected at the top of the page

TrustedForm certificate validation

April 10, 2026
  • NewValidate that email and phone on incoming leads match what the consumer typed on the form — add a TrustedForm Cert URL field to any campaign.
  • NewNew URL data type for field mapping — validates format automatically and renders as clickable links on lead detail
  • NewQuick-add compliance fields — one click to add TrustedForm Cert URL, Jornaya LeadID, or Lead Source URL to any campaign

Multiple Meta CAPI integrations per org

April 10, 2026
  • NewConnect multiple Meta Pixels to your account — go to Settings > Integrations and add as many Meta CAPI integrations as you need, each with its own Pixel ID, access token, and event mappings
  • NewPick which Meta CAPI integration fires for each campaign in the campaign's Settings tab — only that pixel receives its conversion events.
  • NewEach integration has its own event logs so you can troubleshoot pixel-by-pixel without sorting through a shared log

Call Now button for thank-you pages

April 9, 2026
  • NewAdd a Call Now button to any thank-you page so leads call the buyer directly after submitting — inbound calls convert higher than outbound.
  • NewWorks on any funnel platform. Drop a small code snippet on your GHL, Unbounce, ClickFunnels, or custom thank-you page and it automatically shows the right buyer's phone number
  • NewEvery call is tracked, recorded, and linked back to the lead for full conversion visibility
  • NewSee call recordings and routing details right on the lead detail page — play back the conversation, see who called who, and track callback status
  • NewChoose how calls are recorded: on answer only, the entire call including ringing, or not at all

Partners: find media buyers, brokers, and aggregators to work with

April 8, 2026
  • NewNew Partners directory in the top nav — browse media buyers, brokers, and aggregators looking to team up. Each card shows what they have and need.
  • NewThree role types: Media Buyer / Publisher (lead generators), Broker (buyer relationships), and Aggregator / Network (running an exchange).
  • NewFilter by vertical — narrow the board to just Legal / MVA, Insurance / IUL, Solar, Home Services, Medicare, or whatever you focus on so you only see relevant matches
  • NewPost your own listing in 30 seconds — pick your role, add a vertical, write a short headline and description, and your listing goes live immediately for the whole community to see
  • NewRequest an intro on any listing — your message is forwarded to the lister's email so they can reply directly. No need to share your email upfront.
  • NewFree accounts for the Partners directory — sign up in 30 seconds without a credit card to post listings or send intros.

Per-buyer Stripe fee passthrough + Portal & Billing merged

April 8, 2026
  • NewWaive or override the Stripe processing fee per buyer in their Portal & Billing tab — set 0% for a courtesy buyer or a custom rate.
  • ImprovedBuyer Portal and Billing tabs merged — manage portal access, wallet, payment methods, billing config, invoices, and transactions in one place.
  • ImprovedOld links to the Billing tab still work — they automatically take you to the new Portal & Billing tab so your bookmarks don't break

Pay-Per-Call: Track and bill for phone calls

April 10, 2026
  • NewSell phone calls, not just leads — create a Calls campaign with full tracking, recording, and per-call billing (turn on at Settings → Labs).
  • NewBuy a tracking number right inside Lead Distro — pick an area code, see what's available, click Buy, and your number is live in seconds with the right webhooks already wired up
  • NewAlready have a Twilio number? Import it in one click instead of buying a new one. Lead Distro will automatically point its voice webhook to us so calls start flowing in
  • NewWhisper messages play before the call connects — set the message once on the Call Flow tab and every call gets it.
  • NewSequential ring tree — set the order your buyers ring in, with a per-buyer ring timeout. If buyer 1 doesn't pick up in 25 seconds, the call automatically falls through to buyer 2, then buyer 3
  • NewBill buyers per qualifying call — set a minimum duration (e.g. 90 seconds) and a flat price (e.g. $5). Calls that hit the threshold automatically debit the buyer's wallet, calls that don't are free
  • NewNew Calls page shows every call across campaigns with playback, filters by campaign / buyer / status / billing, and a routing-trail detail drawer.
  • NewClick any call to play the recording, see exactly which buyers rang in what order with their result (Connected / No answer / Not tried), and check the billing breakdown (charged / cost / margin)
  • NewBuyer portal Calls tab — your clients log in and see only the calls that were routed to them, with playback. Mirror of the Leads tab they already use
  • NewManual refunds — admins can refund a call from the call detail drawer. The buyer's wallet gets credited back automatically
  • NewAvg CPC, billable rate, telephony cost — call campaigns get their own KPIs alongside lead campaigns, with everything flowing into your existing P&L reports

Field Filters in Reports

April 9, 2026
  • NewSlice any report by a custom field — open the Reports Center, click Filters, and add a field filter like Language = Spanish or State = CA to narrow your breakdown to just the leads you care about
  • NewEight filter operators: Equals, Not Equals, Contains, In List, Greater Than, Less Than, Is Empty, Is Not Empty.
  • NewStack multiple field filters in one report — answer questions like 'Accident Date trends for Spanish leads in California' in one view.
  • ImprovedSaved views remember your field filters and operators too, so you can pin a slice and come back to it any time

Lead Notes

April 9, 2026
  • NewLeave notes for your team on any lead — open the lead detail and add a note in the new Lead Notes card on the right
  • NewToggle 'Visible to client' on a note to share it with the buyer in their portal — perfect for giving sales reps a heads up about a specific detail
  • ImprovedInternal notes stay internal — clients only see notes you mark as public, and they see your agency name instead of individual user info

Legal & Compliance Hardening

April 8, 2026
  • NewSign-up and checkout now require agreement to the Terms of Service, Privacy Policy, Acceptable Use Policy, and Subscription Agreement.
  • NewNew legal pages: Acceptable Use Policy, Data Processing Addendum, Cookies Policy, Subscription Agreement, and Data Retention Policy — covering TCPA, GDPR, CCPA, and CAN-SPAM in plain English
  • ImprovedFooter now shows our full business name and address on every page, so you (and your customers) always know who you're working with
  • ImprovedPrivacy Policy and Terms of Service refreshed with our updated business address and links to all the new policy pages

Accurate Cost & Profit Tracking

April 7, 2026
  • FixedReturned leads now show their original cost as a loss instead of disappearing from your P&L — so the real impact of returns on your margins is visible
  • FixedBuyer cost breakdowns no longer show phantom charges from suppliers a buyer never received leads from
  • ImprovedCost and profit numbers are now identical across the leads list, buyer breakdown sheet, buyer detail page, and buyers list — one source of truth, no more guessing which is right
  • ImprovedComprehensive new test coverage locks down cost and profit tracking so it stays accurate as the platform evolves

Pacing Tab (Beta)

April 7, 2026
  • NewPlan ad spend per buyer inside each campaign — set order size, start date, and days to deliver, and Pacing tells you how much to spend per day.
  • NewSee at a glance which buyers are on track, ahead, or falling behind — with live progress bars, days remaining, and a clear status badge for every buyer

Chart Enhancements, Status Clarity & DQ Rules

April 6, 2026
  • NewToggle error leads on the Lead Volume & CPL chart — see rejected and failed leads as a red stacked segment
  • NewSet a target CPL on any campaign — a reference line appears on the chart so you can spot when costs exceed your goal
  • NewDisqualification rules — automatically DQ leads based on signal data or field values (bot detection, invalid phone types, missing fields)
  • Improved"Disputed" status renamed to "Returned" everywhere — charts, tables, and badges now use the same language
  • ImprovedStatus badge colors are now consistent across all views — Duplicate is yellow, Returned is orange
  • ImprovedLead scoring rules now auto-generate names based on field, condition, and value
  • ImprovedWallet buyers can now auto-replenish lead packages when caps are nearly filled
  • ImprovedFacebook lead forms now show conditional fields — nested questions appear indented so you can map them correctly
  • FixedBuyer total caps now count actual accepted leads instead of a cached counter — deleting or returning leads correctly frees up cap slots
  • FixedAccounts that were past-due now automatically reactivate when payment succeeds

Cost Clarity & Chart Improvements

April 3, 2026
  • ImprovedCost management now shows billable vs total lead counts — see exactly how many leads were excluded (duplicates, expired, returned) from your CPL calculation
  • ImprovedDashboard and campaign charts now show accepted lead counts alongside totals with acceptance rate percentages

Labs, Lead Scoring & Table Customization

April 2, 2026
  • NewLabs page — try experimental features before they launch (Settings → Labs)
  • NewConditional formatting — highlight leads table cells based on custom rules (revenue thresholds, margins, etc.)
  • NewDrag-and-drop column reordering on the leads table
  • ImprovedCalculate lead scores on demand from the lead detail page
  • ImprovedSignal check tooltips explain what each quality signal means in plain language
  • ImprovedConditional formatting rules can now be edited after creation
  • ImprovedDashboard stats now respect your org timezone instead of UTC
  • FixedLead scoring max possible score now correctly handles mutually-exclusive rules

Email Unsubscribe, GHL Pipeline Fixes & UI Polish

April 1, 2026
  • NewUnsubscribe from report emails with one click — works in Gmail, Outlook, and Yahoo
  • FixedGHL pipeline integration now correctly adds leads to the assigned pipeline stage
  • ImprovedLead detail timeline now shows dates alongside times for easier tracking
  • ImprovedSelect-all banner on the leads page is now left-aligned for better readability

Ping-Post Field Control, Report Frequency & Cost Fixes

March 31, 2026
  • NewChoose which fields are required for ping vs. post requests in ping-post campaigns
  • NewSchedule reports on a weekly, biweekly, or monthly frequency
  • ImprovedBulk-edit leads now supports reassigning suppliers alongside buyers
  • ImprovedZip code values in buyer filters now show validation warnings for invalid formats
  • FixedCost charts now display lump-sum cost entries correctly instead of spreading them across dates
  • FixedStatus fields accept any casing without errors

White-Label Portal, Ping-Post Health & Duplicate Blocking

March 30, 2026
  • NewCustomize your client portal with your own logo and company name — buyers see your brand, not ours
  • NewUpload a logo or paste a URL from your CDN in Settings > White Label
  • NewPing-post health dashboard — see acceptance rates, bid rates, and delivery success over time right on your campaign page
  • NewBlock duplicate leads at the ping level — duplicates are rejected before they enter your system, saving you money
  • ImprovedClients table now shows a 14-day sparkline next to each buyer so you can spot lead volume trends at a glance
  • ImprovedChoose whether to show or hide the lead balance row in organic client report emails

Gmail-Powered Client Reports & Organic Email Template

March 29, 2026
  • NewConnect your Gmail account and send client reports from your own email address — so it looks like it came from your team, not an automated system
  • NewNew 'Organic' email template for client reports — clean, minimal, and personal. No branding, just the key numbers and a friendly sign-off
  • ImprovedWhen scheduling a client report, choose Visual (charts and stats) or Organic (personal feel), and choose automated email or your Gmail.

In-App Support, Email Preview & Safer Automations

March 29, 2026
  • NewGet help directly from the app — submit bug reports, feature requests, or questions with screenshots from the sidebar or AI assistant
  • NewCampaign-level Logs tab — see all ingestion activity for a specific campaign including pings, rejections, validation failures, and deliveries without leaving the campaign page
  • ImprovedEmail automation testing now shows a rendered HTML preview instead of raw code
  • ImprovedDeleting an automation now requires confirmation to prevent accidents
  • ImprovedLead Volume chart now shows duplicate leads as a yellow bar segment so you can see at a glance how many leads were flagged as duplicates each day
  • NewChoose how duplicate detection works per campaign — block the entire lead (campaign scope) or let it distribute while skipping buyers who already received the same contact (buyer scope)
  • FixedError reason badges now only appear on rejected leads instead of all lead statuses

Ping-Post Fix, Formatted Phone in Templates & Lead URL Variable

March 28, 2026
  • FixedPing-post suppliers can now send pings correctly — the ping endpoint was returning 404 and is now live
  • NewUse {{phone_formatted}} in automation templates and webhook messages to send phone numbers in a readable format like (555) 123-4567
  • NewUse {{lead_url}} in automation templates to include a direct link to the lead in Lead Distro AI
  • ImprovedEmpty fields on lead detail now show a subtle N/A badge instead of plain text

International Phone Support, Upgrade Plans & Ingestion Logs

March 28, 2026
  • FixedAustralian and international phone numbers now display correctly regardless of how the supplier sends them
  • NewUpgrade your plan directly from the billing page — compare plans side by side and switch instantly
  • NewIngestion log on lead detail — see exactly what data the supplier sent, including IP, user agent, and raw payload
  • ImprovedAffiliate page now shows earnings projections so you can see what referring others is worth
  • ImprovedOnboarding checklist redesigned with a progress bar for a cleaner look in the sidebar
  • ImprovedDelivery log now shows Google Sheets and GHL delivery details alongside webhook deliveries

Cost Accuracy, Lump-Sum Entries & Editing

March 28, 2026
  • NewLump-sum cost entries — add a media buy cost with no end date and the full amount is counted correctly
  • NewEdit cost entries — click the pencil icon to update an existing spend entry's dates or amount
  • FixedClient cost now shows the correct total based on actual per-lead costs instead of a proportional estimate
  • FixedCampaign detail "All Time" view now includes all cost entries, even those that predate the first lead
  • FixedDashboard and campaign detail now show consistent cost numbers across all pages
  • ImprovedCost model labels now match between supplier settings and the cost management dialog

Vertical Presets, ZIP Enrichment & Smarter Pricing

March 27, 2026
  • NewVertical presets — choose your industry when creating a campaign and get pre-configured fields automatically
  • NewZIP code auto-enrichment — city and state are filled in automatically from the lead's ZIP code during ingestion
  • NewCost entry management — add variable or blended pricing with date ranges for each supplier
  • New"Is empty" and "is not empty" filter operators — route leads based on whether a field has data or not
  • ImprovedTest ingestion now shows the created lead details with a link to view it instead of closing immediately
  • ImprovedDashboard day sheet now includes a cost breakdown by source (Meta ads, fixed CPL, manual entries)
  • ImprovedBilling page now recovers smoothly if your subscription gets out of sync — no more error screens

Role Permissions, Accepted Date & Smarter Emails

March 26, 2026
  • NewTeam members now see only the actions their role allows — admins get full control, members can manage day-to-day work without access to billing, settings, or delete actions
  • NewAccepted Date column tracks when each lead was accepted by a buyer — visible in lead detail, the leads table, and supported in CSV imports
  • NewSkip if empty toggle on email table rows — hide any row from the email when its value is blank, so buyers only see relevant info
  • ImprovedTest leads are now excluded from dashboard stats, financial reports, and analytics so your numbers stay accurate
  • ImprovedCSV import now normalizes phone numbers to E.164 format and shows the cleaned number in the preview before you import
  • ImprovedState field validation is now flexible — accepts full state names, abbreviations, or any format your campaign defines
  • ImprovedTeam settings page now shows a detailed permissions breakdown for each role in a collapsible view
  • ImprovedBuyer status badge on campaigns now shows 'Paused' when integration is incomplete, even if the buyer is set to Active
  • ImprovedCampaign custom fields now appear right after lead fields in the field picker instead of at the bottom

GoHighLevel, Roadmap & Navigation

March 25, 2026
  • NewManage multiple GoHighLevel locations in one place — connect once, use across all campaigns
  • NewPublic roadmap where you can see what's coming next and vote on features
  • ImprovedStripe integration now shows live connection status with one-click onboarding
  • ImprovedBuyer and supplier names in lead detail are now clickable links
  • ImprovedClick a team member's role badge to change their role instantly

Buyer Wallet & Billing

March 25, 2026
  • NewManually credit or debit a buyer's wallet — use it for refunds, promos, or billing adjustments
  • NewGenerate a shareable card setup link — buyers can add a payment method without portal access
  • NewWallet balance gating — buyers with insufficient funds are automatically skipped during distribution
  • NewReturned leads are automatically refunded back to the buyer's wallet
  • ImprovedWallet transactions now show the buyer's name for easier tracking
  • ImprovedAdd Funds presets updated with smarter amounts and a $20 minimum

Revenue Share Cost Mode

March 25, 2026
  • NewYou can now set supplier costs as a percentage of buyer revenue. Great for ping-post campaigns where the bid price varies per lead.

Field Picker Search, Postal Codes & Smarter Filters

March 25, 2026
  • NewZip / Postal Code field type with format validation for US, Canada, UK, Australia, and more
  • NewSearch bar inside every field picker dropdown — find fields instantly
  • NewTag-style chips for 'In List' filter values — type, press Enter, and see your values as removable tags
  • ImprovedBuyer filter rules now show what each operator does and use a cleaner layout
  • ImprovedCap notifications moved into the Caps section where they belong
  • FixedAustralian, UK, and Mexican phone numbers now show in their correct local format
  • FixedPhone numbers are now cleaned up automatically when you create or edit a lead by hand
  • FixedDaily and P&L reports now correctly split multi-day costs across each day
  • FixedSending 'test_lead: false' no longer incorrectly tags the lead as a test

Smoother Onboarding & Pricing Tools

March 24, 2026
  • NewPublic pricing calculator so you can estimate costs before signing up
  • ImprovedSmoother sign-up experience with a clearer next step to book a demo
  • ImprovedRefreshed landing page with a cleaner look and sharper copy

Multi-Cap System & Profile Settings

March 23, 2026
  • NewSet weekly, monthly, and total caps per buyer — all in one place
  • NewPublic API docs page so your suppliers can self-serve integration
  • NewManage your profile, password, and security settings without leaving the app
  • NewSave your favorite report views and switch between them with one click
  • NewManage internal and client report schedules from one place
  • FixedFacebook page connections now work for agency Business Manager accounts
  • FixedCheckout no longer fails on rare timing issues with card setup

Smarter Reports & Buyer Wallets

March 22, 2026
  • NewBuyers can add funds to their wallet and set up auto-recharge
  • NewStripe Connect onboarding is faster and simpler
  • ImprovedEmail and Slack reports combined into one easy view

Better Lead Matching & Billing

March 20, 2026
  • NewSet up billing for your clients with Stripe
  • NewChoose which field to check for duplicates (phone, email, or any field)
  • ImprovedNew name and domain — Lead Distro AI

Data Cleanup & Automation Upgrades

March 18, 2026
  • NewField transforms — automatically clean up and format lead data
  • NewDuplicate automations with one click
  • ImprovedBetter signup flow with company name collection
  • FixedInternational card payments (3D Secure) now work smoothly

AI Assistant & Onboarding

March 16, 2026
  • NewAI assistant guides you through creating your first campaign
  • NewOnboarding walkthrough for new users
  • ImprovedSignup page redesigned for a cleaner look
  • ImprovedTrial days now shown clearly in the sidebar

Bulk Actions & AI Insights

March 14, 2026
  • NewEdit multiple leads at once with bulk edit
  • NewAI-powered insights show how each buyer is performing
  • NewAI lead scoring ranks your leads by quality
  • ImprovedCampaign leads table now shows your custom field columns

Full Name Support & Buyer Caps

March 12, 2026
  • NewFull name field — we auto-split it into first and last name
  • NewSet weekly, monthly, and total caps for each buyer
  • ImprovedBuyer leads page redesigned with better history view
  • FixedCSV import now handles missing last names correctly

AI Calling & Better Distribution

March 10, 2026
  • NewAI Live Transfer — leads get called automatically and transferred to buyers
  • NewLead notes — add and view notes on any lead
  • ImprovedPing-post now falls back to waterfall when no ping buyers are available
  • FixedDaily cap limits are now enforced more reliably