Account Basics
Now you’re up and running you’ll find there are a number of
things you can do to make sure you stay in control. Here’s a
basic guide to managing your account online.
Simply login, click on the Bidding Summary tab at the top of
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the screen then follow these quick and easy instructions.
1. How to view your leads history
Click on the ‘Leads Received’ button at the top of the page, this will allow you to view your leads purchased to date and will show
you the contact details for each lead. (If you are on The Standard Scheme you have the option to click on the ‘Subscription Ref’
button, which will show you all leads received with the relevant contact details).
2. How to change your password and nickname
Click on ‘Change Password/Nickname’ at the top of your page, this will take you to a ‘Change Password’ and ‘Change Nickname’
button. Simply type in your old password or nickname, type in your new password or nickname, confirm this information and click
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on submit.
3. How to make changes to your daily and monthly caps
You will find this on the ‘Subscription Limits’ section, at the top of the bidding summary page. Simply click on the ‘Change’ button
this will open up the cap boxes and allow you to amend your daily lead volume and monthly spend caps to the required levels.
Always click on save to ensure the changes have been made.
4. How to expand your territories
When you log into your account your individual territories will be collapsed down, in order to view these, simply click on the
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‘Expand’ button which appears on the right hand side of the page.
5. How to view over lapping territories
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Expand your territories using the ‘Expand >’ button on the right of the screen. Click on the ‘View’ button (which appears to the right
hand side of the top 3 bids), this will show you all the overlapping territories and their current bids. In order to see all overlapping
bids you need to place a tick in the empty box provided next to all the territories which show a minus figure next to them. You will
then be able to judge what you need to bid in order to receive a steady flow of leads.
6. How to add additional lead types
Expand your territories using the ‘Expand >’ button on the right of the screen. Select the ‘Add Lead Types’ button, this will take you
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to a ‘Select Lead Type Page’. Click on your chosen lead type and click ‘Proceed’. You will now be forwarded to the ‘Lead/Source
Option’, simply tick the boxes for the lead types you wish to add and click on ‘Proceed’. You will now be returned to view your all
your selected lead types. Please ensure you set the individual caps and bid prices before clicking on ‘save’.
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Telephone:
01244 220 658
Email:
sales@paaleads.com
Web:
www.paaleads.com