Portal Overview
Give your buyers a white-labeled Partner Portal in Lead Distro AI. Branded UI, self-service cap management, lead review, real-time reporting, and returns flow for every client.
Last updated:
Overview
The Partner Portal is a separate, white-labeled interface for your buyers. They can view their leads, track delivery status, mark each lead's outcome, see performance metrics, and submit returns, all without seeing your costs or other buyers.
Enabling a Portal
- Click Destinations in the left menu and open the buyer. On the Partner Portal card, click Enable Portal.
- This creates a separate, private workspace for that buyer.
- Click Add Member, then Create Account. Enter the person's name, email, and a password. The screen then shows their login details, with a Copy message to send button.
- They sign in at
https://www.leaddistro.ai/portal, or at your own portal domain if you have set one up, and land in their portal. Portal members do not use a seat on your plan.
What Buyers See
- Their leads with contact details, status, and timestamps, as a list or as a pipeline board.
- An Outcome on every lead that they can set to Converted or Not Qualified. Each change reaches your reports and your Meta and Google Ads conversion tracking.
- Performance dashboard: lead count, acceptance rate, return rate.
- Return management: submit returns with reasons.
- Account settings and team management.
Portal users only see data scoped to their buyer account within your organization. They can never access your agency dashboard or see other buyers' data.
Frequently Asked Questions
Is the Partner Portal white-labeled?
Yes — buyers see a portal with their own branding (logo, colors, name) rather than Lead Distro AI's branding. The portal lives on the same domain as your main account but uses a separate, private workspace scoped to the buyer. To them, the portal looks like a private extension of your agency's brand, not a third-party tool.
Can I host the Partner Portal on a custom domain for each buyer?
Per-buyer custom domains are on the roadmap but not in the current release — today all Partner Portals share the main Lead Distro AI domain with isolated sessions for security. You can request a custom subdomain (e.g.,
clients.youragency.com) via support for agency-level white-labeling that covers all buyers under your org.How do I invite a buyer's team to their portal?
Click Destinations in the left menu and open the buyer. On the Partner Portal card, click Enable Portal, which creates a separate, private workspace for that buyer. Then click Add Member and choose Create Account. Enter the person's name, email, and a password. The screen shows their login details with a Copy message to send button, so you can paste them straight into an email or text. They sign in at
https://www.leaddistro.ai/portal, or at your own portal domain if you have set one up. To change a password or remove someone later, use the menu next to their name on the same card. Portal members do not use a seat on your plan.What can buyers see and do in the portal?
Their leads (with full contact details, status, and timestamps) as a list or a pipeline board, each lead's outcome (they can mark a lead Converted or Not Qualified, which updates your reports and your Meta and Google Ads conversion tracking), performance dashboard (lead count, acceptance rate, return rate), return management (submit returns with reasons, see return history), and account settings (team management, delivery method config, contact info). They cannot see your costs, your supplier list, other buyers' data, or anything outside their scoped buyer account.
How does the returns flow work?
Buyers submit returns from the portal with a reason (bad contact info, wrong vertical, duplicate, TCPA risk, etc.). Returns appear in your dashboard for review — accept the return (lead is reversed in P&L), reject it (no change), or open a thread with the buyer to negotiate. Configure auto-accept thresholds per buyer (e.g., automatically accept returns within 24 hours of delivery) to reduce manual review.
Is the Partner Portal mobile-friendly?
Yes. The portal uses the same responsive layout as the main dashboard, so buyers can review leads, check performance, and submit returns on mobile. The lead detail view and return submission flow are optimized for one-handed mobile use — important since many lead buyers (intake staff at law firms, dispatchers at home-services companies) work from phones or tablets in field environments.
Can a buyer access multiple Partner Portals from one login?
Yes. Each buyer's portal is its own workspace, and one login can belong to several of them. A buyer who works with multiple lead distribution providers (all using Lead Distro AI) can switch between their portals from the org-picker in the top nav without re-authenticating.
If you have any questions, send us an email at support@leaddistro.ai