Understanding Your Leads Dashboard

Quick Answer

Your Leads Dashboard is the central hub for managing all paid referrals matched to your approved listings. It features four main tabs (New, Purchased, Hidden, Analytics), filtering tools to find specific leads, and displays essential information about each opportunity including price, location, and source publication before you purchase.

Overview

The Leads Dashboard streamlines your lead management by organizing opportunities into clear sections, providing powerful search and filter capabilities, and showing all the information you need to make informed purchasing decisions. Understanding each component helps you efficiently identify and acquire the best leads for your practice.

Dashboard Layout & Components

Header Section

At the top of your dashboard:

Page Title: "Leads Dashboard"
Tab Navigation: New, Purchased, Hidden, Analytics
Tab Counts: Numbers showing leads in each section
Upgrade Banner: May appear for free users promoting sponsor benefits

Search & Filter Bar

Below the tabs:

Search Box: "Search by name" for keyword searches
Sort Options: "Most recent" dropdown for ordering
User Filter: "Angela Martin" dropdown (for team accounts)

Filter Controls

Four dropdown filters for narrowing results:

Filter Type	Purpose	Example Use
Filter by Country	Geographic focus	Show only US leads
Filter by State	State-level targeting	California leads only
Filter by City	Local opportunities	Dallas-specific leads
Filter by Industries	Practice area filtering	Immigration law only

Lead Cards Display

Each lead shows:

Category Header: Practice area (e.g., "Immigration, US Citizenship, Labor and Employment")
Description Preview: First ~100 characters of client's request
Source: Publication name (e.g., "Legalglobal.com")
Location: City and state with location icon
Date: When matched to you with calendar icon
Lead ID: Unique identifier (e.g., "Lead ID: #234572")
Hide Option: "Hide this lead" link
Purchase Button: Shows exact price (e.g., "Purchase for $24.00")

Pagination Controls

At the bottom:

Items per page: Dropdown to show 10, 25, or 50 leads
Page numbers: Navigate through multiple pages
Previous/Next: Quick navigation buttons

Understanding the Four Tabs

New Tab

Purpose: Available leads you can purchase

Shows all unactioned leads matched to your listings
Real-time updates as new leads match
Leads remain here until purchased, hidden, or expired
First-come, first-serve basis

Purchased Tab

Purpose: Leads you own with full contact access

Complete client information available
Permanent record of your purchases
Click through for all details
Track follow-up status

Hidden Tab

Purpose: Leads you've removed from view

Declutters your New tab
Still accessible if needed
Can't be unhidden back to New
Doesn't affect other professionals

Analytics Tab

Purpose: Performance tracking and ROI

Purchase history and spending
Conversion tracking
Lead source analysis
ROI calculations
Performance trends

How Lead Cards Work

Information Hierarchy

Each card is designed for quick scanning:

Top Line: Category tells you the practice area
Middle: Description helps assess fit
Bottom Left: Metadata (location, date, source)
Bottom Right: Action buttons (hide, purchase)

Color Coding & Status

Active leads: Full color, purchase button enabled
Urgent leads: May show urgency indicators
Expiring soon: Approaching 60-day limit

Lead Matching Indicators

Your dashboard only shows leads that match your:

Approved listing status
Selected specialties
Service radius
Language capabilities
License requirements

Using Filters Effectively

Single Filter Application

Start broad, then narrow:

Select country first
Then state if needed
Add city for local focus
Filter by industry last

Multiple Filter Combination

Filters work together (AND logic):

Country: United States
State: Texas
City: Houston
Industries: Personal Injury = Only Houston personal injury leads

Clearing Filters

Reset your view:

Click X on individual filters
Refresh page to clear all
Filters don't save between sessions

Empty States

No Leads Available

If you see the tree illustration:

"Your business Leads will appear here when there is a match"
Check your listing approval status
Review your settings
Consider expanding radius

Filtered to Zero

If filters show no results:

Too many filters applied
No leads match criteria
Try broader search
Remove filters one by one

Important Notes

Real-Time Updates: New leads appear automatically
60-Day Expiration: Unpurchased leads expire
Exclusive Access: Each lead sold only once
Mobile Responsive: Works on all devices
Team Visibility: Team members see based on permissions

FAQs

Q: Why do I see different leads than my colleague in the same office? A: Each dashboard shows leads matched to individual listings based on specialties, languages, and other factors unique to each professional.

Q: Can I save searches or filter preferences? A: Currently, filters reset each session. You must reapply filters when you return to the dashboard.

Q: How often should I check for new leads? A: Check at least twice daily. Sponsor listings get 24-hour exclusive access, so timing matters for high-value leads.

Q: What's the difference between hiding and not purchasing? A: Hiding removes the lead from your view only. Not purchasing leaves it visible until someone else buys it or it expires.