• Bidding System
• Fixed Price System
• Volume

User Guide

Introduction

The FinanceLeadsOnline.co.uk system to order Fixed price or Bidding leads is a self service system putting you in control 24/7.

How does it work?

FinanceLeadsOnline.co.uk allows you to:

• Choose the lead types you want
• Choose your monthly and daily lead delivery volume
• Select your postcode area and daily spend
• Pay as you go by registering a credit or debit card online or credit your account by speaking to our sales team on 0845 094 3552
• Receive delivery by email and SMS¹
• Control your leads 24/7
• Switch your led delivery on and off 24/7

In order to start ordering with FinanceLeadsOnline.co.uk you need to register online.

Register

Create an account by registering online and completing our short registration form. We will then send you an email containing an activation link which will take you to our login page. To login input your email address and the password you chose on registration. If you have any problem call out sales team on 0845 094 3552 and they will talk you through the process and provide assistance.

Your Account

This provides you with some information about the functionalities provided within your account. Once you are logged in there is a comprehensive guide explaining how to set up the system. Our sales team are also on hand to answer any queries you have so please feel free to contact them on 0845 094 3552 or Request a call back.

Once you are logged in you have access to a variety of functionalities to enable you to easily order leads and manage your account.

My Leads

Allows you to create fixed or bidding orders by selecting your lead types, monthly and daily lead volume and your postcode areas. Once orders have been created you can edit, suspend or delete these at any time.

When placing your order you can choose a delivery email address and a phone number to receive text messages.

Bidding

When bidding you will be able to see the top three bids within the lead type and postcode area you have chosen allowing you to bid the price you want in accordance with the current live bids in place. You can also set up a daily spend which allows you to control how much to spend in a given day. Once this daily spend has been reached we will stop delivering leads until the following day.

View my leads

You can search for delivered leads by a number of search categories, view full lead details and add comments to each lead. If the lead delivered fits in with our rejects policy it can be rejected within seven days of the delivery date and our operations team will review this.

Manage Account

Update details

If any of your personal details change this can be amended from your account.

Manage payment card

If you decide to register a card on your account this can be managed here. By registering a card you will have no upfront payments. Payment will be processed at the end of each working week following lead delivery or when your account hits £100 - whichever is sooner.

We also offer another form of paying where you can credit your account with a chosen amount. This will be added to your account by our finance team and will allow you to order leads. Once the credit has run out lead delivery will stop until further credit has been added. In order to use this method of payment please call our sales team on 0845 094 3552 and they will set this up for you.

Financial Statement

You will be able to see your running balance through this report, indicating each lead delivered and the price paid, all accepted rejects will also be displayed so you can see what the expected charge is when we take payment.

List invoices

Once payment has successfully been taken all invoices will be displayed and accessible through this report.

¹ We endeavor to deliver leads by SMS if you signed up for this service, however please note that you may not receive some SMS for technical reasons out of our control.

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