Portal Overview

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. You can also flip the Portal switch on that destination's row in the Destinations table. Turning it off asks you to confirm first, because everyone who logs in for that destination loses access.
• 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://portal.leaddistro.ai, 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.
• A home page that shows the leads that are waiting for a status update.
• Their wallet balance, or how many leads of their order they have used, at the bottom of the sidebar on every page.
• Cards for their leads (how many, how many converted, and what they spent), their calls, and the status of their leads. They pick the dates, and the home page starts with the last 14 days.
• A Recent activity list of their newest leads. A click opens the same lead details as the Leads page.
• Return management: submit returns with reasons.
• A Billing page in the sidebar with their invoices, cards and wallet, plus an Add funds button.
• An API page in the sidebar, only if you set up a postback for them. It shows how their system can send lead updates back to you.
• Account settings and team management.

Portal Name

A destination never sees your real campaign name in its portal. Campaign names often hold private details, like a source's name or a deal you made. So the portal shows a Portal name instead. If you have not set one, it shows the vertical and the type, like "Solar Leads" or "Auto Insurance Calls". If two campaigns would show the same name, the later ones get a number, like "Solar Leads 2".

• Open the campaign, go to Settings → General, and type a name in Portal name. It can be up to 80 characters. Then save your changes.
• Clear the box to go back to the vertical and type.
• For a call destination, the alias you set on its target still wins for that destination.
• Set it before you invite a destination if the campaign name holds anything private. The new name shows on their Leads and Calls pages, their exports, and their API page.
• With the MCP, use update_campaign and pass portalName.
• Automations can use it too: put {{campaign_portal_name}} in any message a destination reads. An automation email sent to the destination's own email or notification emails shows the Portal name for {{campaign_name}} as well. Emails to your team, Slack, webhooks and Sheets keep the real name.