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Getting Started

Jonathan Säther
By Jonathan Säther
• 4 articles

Account Setup Checklist

When you first log in to LeadHQL, you'll see a setup checklist on your dashboard. Complete these four steps to start receiving buyer introductions. 1. Set Up Billing Add a payment method so you can fund your account and pay for introductions. How to do it: 1. Go to Billing in the sidebar 2. Click Add Payment Method 3. Enter your card details 4. Optionally, add your company billing information Your account works on a prepaid balance. Add funds, and they're deducted as you receive introductions. 2. Subscribe to a Lead Group Lead Groups are geographic areas where you want to receive buyer introductions. Each has its own pricing (cost per introduction) based on the market. How to do it: 1. Go to Lead Groups in the sidebar 2. Browse available groups by location (use Grid or Map view) 3. Click on a group to see details and pricing 4. Set your monthly budget and subscribe You can subscribe to multiple Lead Groups and adjust budgets anytime. 3. Connect Zapier (Recommended) Zapier automatically syncs your introductions to your CRM, so you never miss a follow-up. How to do it: 1. Go to Organization → Integrations in the sidebar 2. Click Get Zapier Invite to access our private integration 3. Create a Zap that connects LeadHQL to your CRM (Close, HubSpot, Salesforce, etc.) This step is optional but strongly recommended. Manual lead management often leads to missed opportunities. 4. Customize Your Branding Add your logo and brand colors. This is used when promoting your agency across our platforms. How to do it: 1. Go to Organization → Branding in the sidebar 2. Upload your logo (light and dark versions) 3. Set your brand colors 4. Submit for approval Branding goes through a quick approval process before going live. Tracking Your Progress Your dashboard shows a progress bar tracking these four steps. Once complete, you're ready to receive introductions. Need help? Contact support via the chat widget or email.

Last updated on Dec 06, 2025

Understanding Your Dashboard

Your LeadHQL dashboard is organized into several sections. Here's a quick tour. Home The main dashboard shows: - Setup Checklist - Track your onboarding progress (billing, subscriptions, Zapier, branding) - Stats Overview - Your monthly budget, current spending, introductions received, and last introduction date - Getting Started Guides - Quick links to common help topics - Support Access - Live chat and email support Leads Section My Leads View all buyer introductions you've received. You can: - Search by name, email, or phone - Filter by status (Available, Reserved, Purchased, etc.) - Sort by date or other fields - Export to CSV - Click any row to see full details Lead Groups Browse and manage your subscriptions: - Grid View - See all available Lead Groups as cards - Map View - Visualize coverage areas geographically - Filter by country or subscription status - Click a group to subscribe, update your budget, pause, or cancel Properties Section If you list properties through LeadHQL: - Browse All - See all properties in the system - My Listings - Manage your organization's listings - Agents - Manage agent profiles for your team - Add New - Create a new property listing Billing Manage your payments and account balance: - Balance - Your current prepaid balance - Payment Methods - Add or remove cards - Make a Payment - Add funds to your account - Transactions - View payment history - Company Info - Update billing details Organization Settings Profile Basic organization details and team member management (powered by Clerk). Branding Upload logos and set brand colors for your agency's public presence. Integrations Set up Zapier to sync introductions to your CRM automatically. Sidebar Navigation The left sidebar gives you quick access to all sections. Look for: - Your current balance displayed next to Billing - The Support link to open live chat - Documentation link for help articles

Last updated on Dec 06, 2025

First Steps After Signing Up

Just created your LeadHQL account? Here's what to do first. 1. Complete Your Setup Checklist Your dashboard shows a progress tracker with four setup steps. Work through them in order: 1. Add a payment method - Go to Billing and add your card 2. Subscribe to a Lead Group - Choose your first geographic area 3. Connect Zapier - Set up automatic CRM sync (recommended) 4. Add your branding - Upload logo and colors 2. Add Funds to Your Account LeadHQL uses a prepaid balance model: 1. Go to Billing 2. Click Make a Payment 3. Choose an amount and confirm Your balance is drawn down as you receive introductions, based on each Lead Group's cost per introduction. 3. Subscribe to Your First Lead Group Start with one or two Lead Groups in your core market: 1. Go to Lead Groups 2. Find groups matching your target locations 3. Review the cost per introduction 4. Set a monthly budget you're comfortable with 5. Subscribe You can always add more groups or adjust budgets later. 4. Set Up Your CRM Integration Don't let introductions sit in your inbox. Connect Zapier to automatically send new introductions to your CRM: 1. Go to Organization → Integrations 2. Get your Zapier invite 3. Create a Zap: LeadHQL → Your CRM Popular CRMs: Close, HubSpot, Salesforce, Pipedrive. 5. Watch for Your First Introductions Once subscribed, introductions will appear in My Leads as buyers respond to our campaigns. You'll also receive email notifications. Tip: Aim to follow up within 24-48 hours. These buyers clicked on properties they're interested in - timely response matters. What's Next? Your account manager will reach out to guide you on conversion methodology - including sales scripts, CRM best practices, and pipeline management. For platform questions, use the chat widget or browse the help center.

Last updated on Dec 06, 2025