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Leads Dashboard Overview

View all matched referral requests and their status

Brandon Austin avatar
Written by Brandon Austin
Updated this week

The Leads Dashboard centralizes every paid-referral match for your active listings, showing you when and how to act.


Column

Description

Date Matched

When our engine paired the request to your listing

Type

Professional category (e.g., Legal, Real Estate)

Summary

Snippet of the client’s need and qualifying answers

Location

City & ZIP from the form

Price

Fee to purchase exclusive access

Status

Available, Purchased, Expired, or Sold Out

Actions

Buy Referral, View Details, Archive

Filtering & Search

  • Filter by type, status, or date range.

  • Search keywords from the intake form.

Viewing Intake Details

  • Click View Details to see full answers before buying.


See also

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