Major Enhancements to Customer Portal
In our ongoing commitment to deliver exceptional value to our users, Lead Prosper is excited to announce a series of significant updates to our Customer Portal. We’re thrilled to announce a huge update to the Customer Portal that brings powerful new features to enhance branding, permissions, and automation. These updates are designed to help our users seamlessly integrate their brand, refine client management, and optimize their workflows.
Here’s a breakdown of the latest enhancements:
🌟 Custom Subdomains: Full White-Label Branding for Your Portal
The highlight of this release is our Custom Subdomains feature, which allows you to use a domain you own to host your Lead Prosper Customer Portal.
Why This is a Game-Changer:
✅ Brand Consistency – Your customers will no longer see Lead Prosper branding. Instead, they’ll interact with a fully branded experience under your own domain (e.g., portal.yourcompany.com ).
✅ Build Trust & Credibility – Strengthen your relationship with buyers by offering a professional, seamless portal that looks like an extension of your own platform.
✅ Better Customer Experience – A white-labeled portal removes any confusion for clients and makes lead management feel like a native part of your ecosystem.
✅ Easy Setup – All you need to do is point your domain to Lead Prosper, and we take care of the rest.
Setup your own custom subdomain now by following these instructions.
🎯 Granular Client Permissions: More Control Over What Clients Can Do
We understand that not all clients should have the same level of access. That’s why we’re introducing per-client permissions that allow you to control what actions your customers can perform.
Customizable Permissions Per Client: You can now determine whether a client can:
- Return leads
- Pause/resume campaigns
- Manage settings within the portal
This level of customization ensures that you can fine-tune access based on individual client relationships and agreements, offering more security and flexibility.
⚡ Approval System Upgrades: Automate Key Actions
We’ve made major improvements to the Approval System, including new automation options for handling lead returns and campaign management.
✅ Auto-Approve Lead Returns – If you want to allow buyers to return leads automatically (without admin review), you can now enable this setting to streamline operations.
✅ Auto-Approve Pause/Resume Requests – Clients can pause or resume campaigns without waiting for manual approval, allowing for real-time campaign control.
This means fewer bottlenecks and more efficiency, especially for teams managing multiple buyers and campaigns.
🔗 Custom Links in the Sidebar: Easily Add Important Resources
Another powerful addition is the ability to add custom links directly in the client sidebar.
📝 Use Cases:
- Link to your Privacy Policy or Terms & Conditions pages
- Add documentation, help guides, or FAQs
- Direct clients to support channels
This small but mighty feature gives you more flexibility to enhance your portal’s functionality and keep your customers informed.
💰 New Billing Enhancements: More Financial Control
We’ve introduced several improvements to billing and deposit management:
💳 Set a Minimum Deposit Per Client – You can now define a minimum deposit amount that applies when manually depositing or when auto-recharging a client's balance.
💳 Admins Can Charge a Client Card to Add Balance – Need to process a payment manually? Admins now have the ability to charge a client’s card to fund their account balance directly.
These updates provide more control over payment workflows and client funding, ensuring smooth financial operations.
🔄 One-Click Pause/Resume for All Campaigns
Clients can now pause or resume all of their campaigns at once with a single click. This is a huge time-saver for buyers managing multiple campaigns and needing quick adjustments.
🎨 UI/UX Enhancements & Small Tweaks
Beyond these major feature updates, we’ve also implemented numerous UI/UX improvements based on user feedback. Expect a smoother, faster, and more intuitive experience across the board!
🎉 Final Thoughts: A More Powerful & Customizable Customer Portal
With these updates, the Lead Prosper Customer Portal is now more flexible, brandable, and user-friendly than ever.The introduction of custom subdomains marks a major milestone, giving our users full control over their branding. Meanwhile, granular permissions, approval automation, and billing enhancements provide the tools needed to manage clients more effectively.
We can’t wait to hear your feedback! If you have any questions or need help setting up these new features, our support team is here to assist.
💡 Try out these new features today and take your Customer Portal to the next level!