Leads Dashboard Overview

Quick Answer

The Leads Dashboard is your central hub for managing paid referral opportunities in the Heritage Web network. Access it through the main menu to view new leads matching your profile, track purchased leads with full contact details, manage hidden leads, and analyze your performance metrics across four organized tabs.

Overview

Located in your main navigation menu, the Leads Dashboard provides a streamlined interface for professionals and businesses to discover, evaluate, and purchase qualified client leads. The dashboard displays leads that match your specialty, location, and language preferences, with real-time updates as new referral requests come through the Heritage Web network.

Dashboard Navigation

Step 1: Access Your Dashboard

Click "Leads Dashboard" in the left navigation menu of your account. The dashboard opens to the "New" tab by default, displaying available leads that match your profile.

Step 2: Understanding the Tab Structure

Navigate between four main sections using the tabs at the top:

New - Fresh leads available for purchase
Purchased - Leads you've bought with complete contact information
Hidden - Leads you've removed from your view
Analytics - Performance metrics and ROI tracking

Step 3: Use Search and Filters

Utilize the search bar to find leads by name or keywords. Apply filters to narrow results by Country, State, City, or Industries to find the most relevant opportunities.

Understanding Lead Cards

Each lead card displays essential information at a glance:

Element	Description
Category Header	Practice area or industry type (e.g., "Immigration, US Citizenship, Labor and Employment")
Lead Summary	Brief description of the client's needs with character count indicator
Publication Source	Which publication did the lead come from (e.g., Legalglobal.com)
Location	City and state of the potential client
Date	When the lead was matched to you
Price Button	Purchase amount (e.g., "Purchase for $24.00")

Tab Functions Explained

New Tab

Displays all available leads that match your profile settings. These are fresh opportunities you can review and purchase. Leads remain here for up to 60 days or until purchased by another professional.

Purchased Tab

Contains all leads you've bought, with full access to contact information and detailed case notes. Use this section to manage active client relationships and track outcomes.

Hidden Tab

Stores leads you've chosen to hide from your main view. Hidden leads can be reviewed later without cluttering your active dashboard. They still count toward your 60-day expiration window.

Analytics Tab

Provides detailed metrics on your lead purchases, conversion rates, ROI, and performance trends. Use this data to optimize your settings and improve results.

Filtering and Sorting Options

Geographic Filters

Filter by Country: Focus on specific countries
Filter by State: Narrow to state-level matches
Filter by City: Target local opportunities

Additional Filters

Filter by Industries: Select specific practice areas or business categories
Sort Options: Arrange by "Most recent" or other criteria using the dropdown menu

Important Notes

Sponsor listings see leads 24 hours before free listings in the "New" tab
Lead prices range from $29-$395 based on practice area and qualifying questions
Each lead can only be purchased by one professional or business
Leads automatically expire after 60 days if not purchased
The search bar searches across all lead information, not just names

FAQs

Q: Why do the numbers in parentheses appear next to each tab? A: These numbers show the count of leads in each section. For example, "New (7)" indicates that you have 7 new leads available for review.

Q: Can I retrieve a lead I accidentally hid? A: Yes, go to the "Hidden" tab to see all hidden leads. You can review them there and still purchase if they're within the 60-day window and haven't been bought by another professional.

Q: How often do new leads appear? A: New leads appear in real-time as clients submit requests through Heritage Web's network publications and match your profile settings.

Q: What happens after I click "Purchase"? A: You'll see a confirmation screen with the lead details and final price. Once confirmed, your payment method is charged, and you immediately receive complete contact information.

Q: Can I export my purchased leads data? A: Yes, the Analytics tab provides options to export your lead data and performance metrics for your records or accounting purposes.