Note: You must be white-labeling to access this feature.

The Leads and Prospects tab collects all of your prospective clients in one place. You can access it from your brand dashboard. Select your brand from the top-left profile selector – it will be located at the bottom of the list (e.g. “Brand: Your Brand (”)

brand list

leads and prospects

The Leads tab lists all users who have run a prospect report for themselves using the review scan lead-gen widget.

leads tab

In this table, you can view the lead’s business and contact information, as well as the report that they generated.

You can also export your leads in a CSV file by clicking Export Leads.

export leads hlt

Note that you can also set review site exclusions/inclusions for the review scan widget in the Review Scan Site Settings box (on the right-hand side of the screen).

The Prospects tab lists all prospect reports that you have run for a prospect in-app.