Portal Overview

Understanding the Top Provider Seller Portal and its key features

Welcome to the Top Provider Seller Portal! The Seller Portal is your central hub for managing leads, updating your profile, and tracking performance metrics. This guide will help you understand the key features and capabilities of your seller dashboard.

Dashboard Overview

Your seller dashboard is your central hub for managing leads, updating your company profile, and tracking performance.

Lead Management

View new leads as they arrive. Access lead orders, monthly breakdowns, and detailed lead information all in one place.

User Management

Manage your profile information and control team member access to your seller account.

Integration Management

Choose the best integration method for your workflow.

Key Features

Lead Management System

The Seller Portal provides a comprehensive lead management system that allows you to:

  • View all your lead orders with allocation and bid information
  • Access monthly breakdowns of lead delivery
  • View detailed information for each lead including contact details and message content
  • Export leads to CSV for import into your CRM
  • Track lead metrics over time

User and Account Management

Easily manage your account and team access through:

  • Profile management for updating your personal information
  • Team member invitation and management system
  • Role-based access control for your account
  • Secure password management and recovery

Next Steps

Manage your team access

Add team members and manage account access.

Explore integration options

Choose the best integration method for your workflow (see Integration Options)

Access your leads

Track your leads and manage your lead orders through the Seller Portal. (see Lead Handling Best Practices)