Everything You Need to Know About The Customer and Supplier Portals in Lead Prosper

Lead Prosper offers two portal systems — the Customer Portal (also referred to as the Buyer Portal) and the Supplier Portal — that give your buyers and suppliers self-service access to lead data, analytics, billing, and campaign management. This article covers the full scope of both portals: initial setup, Stripe integration, billing modes, user management, branding, permissions, approval workflows, buyer controls for pricing/caps/filters, custom subdomains, notifications, and the Supplier Portal.

Customer Portal

The Customer Portal allows you to accept payments from your lead buyers in real-time using Stripe while giving them access to up-to-the-minute analytics. Instead of sending leads and waiting for net-30 payment, the portal removes risk and alleviates the accounting burden by ensuring each lead is billed immediately.

Buyers logged into the portal can:

  • View leads and lead-level detail directly in the portal
  • Export their leads list
  • View analytics associated with their campaigns
  • Pause or resume campaigns
  • Request lead returns
  • Manage pricing, caps, and filters (if permitted)

A video walkthrough of the initial setup is available here: https://youtu.be/KK3CpN1q5do

Initial Setup

Access the Customer Portal by logging into your Lead Prosper account and clicking Customer Portal at the bottom of the left-hand menu.

On your first visit, you will be prompted to configure the following:

Step 1: Company Details

  1. Enter your company name (or the DBA name your clients recognize).
  2. To display your company logo in the top-left corner of the portal, enter the URL of a publicly accessible logo image. The recommended method is to visit a public-facing page of your website, right-click your logo, select "Copy image address," and paste that URL into the Logo field.
  3. Choose a subdomain name where your buyers will access the portal. This is the URL buyers use to log in and manage their accounts.

Connecting a Stripe account is optional, but required if you want to accept real-time payments through the portal.

  1. Log into your Stripe account.
  2. Go to dashboard.stripe.com/apikeys .
  3. Copy the Publishable Key and Secret Key.
  4. Paste both keys into the corresponding fields in the portal setup.

The portal also gives you the option to charge an additional fee on deposits. You can use this to pass your Stripe processing fee on to the buyer, or assign a different fee of your choosing up to 15%. When a buyer adds funds to their account, they see the total charge including the fee. For example, if a buyer adds $100 with a 3% fee applied, they see a total charge of $103.

Creating Client Logins

Once setup is complete, you land on an empty dashboard. Click the Add Client button to create your first customer account.

When adding a client:

  • Choose which Client in your Lead Prosper account to associate with this portal login.
  • If a single buyer is split across multiple Clients in Lead Prosper (for example, one Client per web form), you can map the portal account to multiple Lead Prosper Clients by clicking the Add Mapping button.

After creation, the client appears in your dashboard. From there:

  • Click View to see the client's account details.
  • Click the Edit button to make changes.
  • Inside the individual client view, click Mappings to see which Lead Prosper Client(s) the user is mapped to, and click Edit Mappings to add more.
  • Use the Mapping tab at the top left to see a complete list of all users and their associated Lead Prosper Client mappings.

Billing Modes

Each client account has a billing specification that controls how payment works.

None

The client cannot pay through the portal. They use it only to log in, view campaign analytics, and export leads.

Manual

You control the client's balance directly. This is useful when the buyer pays you outside the platform. When you receive a payment, you manually credit the amount to their account balance.

Real-Time

Payment is automatically processed through the client's Stripe payment method. This option is only available if the client has a payment method on file.

For both Manual and Real-Time billing:

  • You can set a minimum account balance the client must maintain.
  • With Real-Time billing, you can require the client to configure an auto-recharge that bills their payment method when the balance falls below a set threshold.
  • When an account falls below the minimum balance and no auto-recharge is configured, that client's campaigns are automatically paused.

Admin Client Management

The admin Clients section includes several management tools:

  • A detailed clients table showing credit card status, auto-reload settings, billing mode, and mappings count.
  • One-click actions for edit or view.
  • Export functionality to save a CSV file with client information.
  • Search by name, email, or company.
  • Sorting by name, company, or balance.
  • Filtering by status, credit card status, billing mode, or mappings status.

The client modal includes:

  • Payment options for subtracting credit and removing a card.
  • An improved UI for setting up mappings, with clearer listing and selection when choosing which Lead Prosper Clients to map.

Billing Enhancements

  • Minimum deposit per client — You can define a minimum deposit amount that applies when manually depositing or when auto-recharging a client's balance.
  • Admin card charge — Admins can charge a client's card directly to fund their account balance.

Granular Client Permissions

Not all clients need the same level of access. Per-client permissions allow you to control what actions each buyer can perform in the portal:

  • Return leads — whether the client can request lead returns.
  • Pause/resume campaigns — whether the client can pause or resume lead flow.
  • Manage settings within the portal — whether the client can adjust their own portal settings.

These permissions are configured individually for each client account.

Approval System

The portal includes an approval workflow for managing buyer requests. Buyers can request:

  • Lead returns
  • Pausing lead reception for any campaign
  • Resuming lead reception for any campaign

How It Works

  1. The buyer submits a request (lead return, pause, or resume). The request status is set to Pending. The buyer can Cancel the request if needed.
  2. The admin receives a notification of the pending request and can Approve or Deny it. Admins can include notes explaining the reason for denial.
  3. Once the admin approves or denies the request, the buyer is notified of the decision.

For approved Lead Returns, the system automatically credits the buyer with the amount the lead was purchased for.

Both buyers and admins have a Approval Requests sidebar menu item where they can view pending and previous requests. Admins can filter requests by status, client, and action type.

Approval Automation

To reduce manual overhead, you can enable automatic approvals:

  • Auto-Approve Lead Returns — Buyers can return leads without waiting for admin review.
  • Auto-Approve Pause/Resume Requests — Buyers can pause or resume campaigns without manual approval, enabling real-time campaign control.

Buyer Controls for Pricing, Caps, and Filters

Buyers can manage and request changes to pricing, caps, and filters directly from the portal. These controls are paired with the approval system, so admins decide which changes buyers can make and whether those changes require approval before taking effect.

Pricing

Buyers can manage campaign pricing by setting a default price or creating conditional pricing rules.

Depending on account permissions, pricing changes may be applied automatically or require admin approval.

Default Pricing

Buyers can set a default sell price for the campaign.

  • This price applies to all leads unless overridden by a pricing rule.
  • If no pricing rules are configured, the default price is always used.

Pricing Rules

Buyers can create conditional pricing rules to set different prices based on lead attributes. Each rule:

  • Sets a specific price
  • Applies only when its conditions are met
  • Is evaluated in the order shown

Examples of rule conditions include state, lead attributes, and other supported filter fields.

If multiple rules could apply, the first matching rule is used.

Rule Evaluation Order

Pricing rules are evaluated top to bottom.

  • Buyers can reorder rules to control priority.
  • Once a rule matches, no additional rules are evaluated.
  • If no rules match, the default price is applied.

Caps

Buyers can control how many leads they receive and how much they spend by managing volume caps and budget caps directly from the portal.

Depending on account permissions, cap changes may be applied immediately or require admin approval.

Lead Volume Caps

Lead volume caps limit the number of leads delivered to a campaign. Buyers can set:

  • Daily cap
  • Weekly cap
  • Monthly cap
  • Total cap

Setting a value to 0 means the cap is unlimited.

When any volume cap is reached, lead delivery is automatically paused until the next applicable reset period.

Budget Caps

Budget caps limit the total spend for a campaign. Buyers can set:

  • Daily budget
  • Weekly budget
  • Monthly budget
  • Total budget

Setting a value to 0 means the budget is unlimited.

Budget caps can be turned on or off independently from volume caps.

Cap Behavior

  • Caps are enforced in real time.
  • Once a cap is reached, no additional leads are delivered.
  • Delivery automatically resumes when the cap resets or is increased.

Filters

Buyers can manage campaign filters to control which leads are accepted or blocked. Filters determine whether a lead is allowed or rejected based on its attributes. Any field the buyer has access to can be used as a filter.

Depending on account permissions, filter changes may be applied immediately or require admin approval.

Filter Types

Filters can be configured to either:

  • Allow leads that match specific conditions
  • Block leads that match specific conditions

Multiple filters can be active at the same time.

Supported Fields

Buyers can create filters using any lead field they have access to, including (but not limited to):

  • State or location fields
  • Time and day rules
  • Required fields or minimum field presence
  • Custom lead attributes
  • System fields such as sub IDs

Available fields depend on the buyer's account permissions and campaign configuration.

Filter Evaluation

  • Filters are evaluated for every incoming lead.
  • If a lead does not meet the filter criteria, it is not delivered.

Campaign Management

Buyers can pause or resume lead flow for any campaign through the Manage Campaigns sidebar menu. They can also view leads associated with each campaign.

A one-click pause/resume for all campaigns option allows buyers to pause or resume every campaign at once.

Leads View for Buyers

Buyers can view their leads directly in the portal for each campaign without needing to export first.

  • Clicking a Lead ID opens a sidebar with all detailed data associated with that lead.
  • Buyers can request a return for a lead directly from this interface.

Hiding Fields from Buyers

A campaign fields configuration option allows certain fields to be hidden from the buyer's view. This is useful for protecting internal data such as landing page URLs, internal fields, or subids that should not be visible to any buyer.

Notifications

The portal includes customizable email notifications for both admins and buyers. By default, notification emails are sent from the Lead Prosper gateway. If you have a SendGrid account, you can use it by entering your SendGrid API key in the designated field under settings.

Each notification template indicates whether it is sent to the admin or to the buyer. You can:

  • Customize the content of each email.
  • Send a Test email to your own address (even if the notification is ultimately intended for a client).
  • Click Revert to Default to restore the original template if needed.

Notification types include:

  • Approval request status updates — sent to buyers when their request is approved or denied.
  • Pending approval requests — sent to admins when a buyer submits a new request.

Custom Branding

The portal supports several branding options to present a white-labeled experience to your buyers.

Company Logo and Favicon

You can set a custom logo and favicon in the portal settings under Company Branding.

You can add custom links directly in the client sidebar. Use cases include:

  • Linking to your Privacy Policy or Terms & Conditions pages
  • Adding documentation, help guides, or FAQs
  • Directing clients to support channels

Custom Email Sender

Using a SendGrid API key, you can send portal notification emails from your own domain rather than the default Lead Prosper gateway.

Custom Subdomains

The Custom Subdomains feature allows you to use a domain you own to host your Customer Portal. This provides full white-label branding — your buyers interact with a portal under your own domain (e.g., portal.yourcompany.com ) with no Lead Prosper branding visible.

Benefits:

  • Brand consistency — The portal aligns with your existing brand.
  • Professionalism — A custom domain builds credibility and trust.
  • Memorability — A tailored domain name is easier for clients to remember.

Setup Instructions

  1. Access Company Branding Settings
    • Log in to your Lead Prosper Customer Portal admin account.
    • Navigate to Settings > Company Branding.
  2. Configure a CNAME Record Create a CNAME record with your domain provider to point your subdomain to Lead Prosper's servers:
    • Log in to your domain provider's account (e.g., GoDaddy, Namecheap, Cloudflare).
    • Access the DNS settings for your domain.
    • Create a new CNAME record:
      • Host/Name: Enter your desired subdomain (e.g., clients.yourdomain.com )
      • Value/Target: Set this to customers.leadprosper.net
      • TTL: Set to "Auto" or the default value
    • Save the changes and wait for DNS propagation, which may take from a few minutes to several hours. Use tools like https://www.nslookup.io/ to verify the CNAME record.
  3. Save your subdomain in the Company Branding section.
  4. Wait a few minutes until setup completes. Once the subdomain displays an active status, re-login from your Lead Prosper account and you will be directed to the new subdomain. Your clients will also be automatically redirected when they click any link within their dashboard.

A video walkthrough of the subdomain setup process is available here: https://files.leadprosper.tech/1742182923317-h2rnc8ppm0d.mp4

Cloudflare Users

If you use Cloudflare as your DNS provider, set the CNAME record's proxy status to DNS only (the cloud icon should be gray, not orange). This is required for the custom domain to function correctly with Lead Prosper.

Provider-Specific CNAME Instructions

Supplier Portal

The Supplier Portal is a separate portal that allows your Suppliers to log in and view detailed lead data and performance analytics for the leads they send into your Lead Prosper campaigns. Suppliers can access lead-level details, campaign performance metrics, reporting, and exports — giving them clear visibility into lead outcomes, acceptance rates, returns, and revenue.

Supplier Portal access is tied to the Client account the Supplier is connected to. A single Supplier email address can be associated with multiple Lead Prosper accounts, allowing Suppliers to use one login to view and manage lead performance across all of their partnerships in one place.

How the Supplier Portal Works

As a Lead Prosper user, you grant Supplier Portal access by adding a Supplier email address to a Client.

When you add a Supplier email:

  • An invitation email is sent automatically.
  • The Supplier can create a new account or log in to an existing one.
  • Once accepted, the Supplier can log in and view all lead details and analytics for leads sent into all campaigns associated with that Client.

Multiple Accounts, One Email

Suppliers often work with multiple Lead Prosper users across many campaigns. A single email address can be associated with multiple Lead Prosper accounts. This allows Suppliers to use one email address, log in once, and view all leads and analytics across every Lead Prosper account they have been invited to.

Adding a Supplier to the Portal

  1. Log in to your Lead Prosper account.
  2. Select Clients from the left-hand menu.
  3. Locate the Client you want to add a Supplier to.
  4. Click the cog wheel and select Portal Settings.

Alternatively:

  • Click Edit on the Client.
  • Navigate to the Supplier Portal Settings tab.
  • Add the Supplier's email address there.

Once added, an invitation email is sent to the Supplier.

If a Supplier does not receive the invitation or has not accepted it yet, you have two options:

  • Cancel Invitation — Cancels the pending invite so you can send a new one to a different email address.
  • Resend Invitation — Resends the invitation email to the original email address.

Supplier Invitation Acceptance

When a Supplier accepts an invitation, they are presented with several options:

  • Create a new account using the email address the invitation was sent to.
  • Log in to an existing Supplier account and accept the invitation. If already logged in, they can choose to accept the invite under the current account, or log out and create or use a different account.

Once the invitation is accepted, Supplier Portal access is immediately enabled.

Accessing the Supplier Portal

Suppliers access the portal at https://suppliers.leadprosper.io/.

If a Supplier account is linked to multiple Supplier Portals, the Supplier is prompted to select which portal to view after logging in.

To switch between accounts, navigate to the top-right corner, open the menu, and select Switch User. From there, the Supplier can switch to any other Supplier Portal their account has access to.

The Supplier Portal has four main areas: Dashboard, Leads, Campaigns, and Exports.

Dashboard

The Dashboard is the first screen shown after login. It provides high-level analytics for leads sent into each campaign over a selected time frame.

Key metrics include:

  • Total Leads — Total number of leads ingested into campaigns during the selected time frame.
  • Net Accepted Leads — Leads that were accepted and sold, minus any returned leads.
  • Failed Leads — Leads that were ingested but did not sell.
  • Duplicate Leads — Leads flagged as duplicates during the selected time frame.
  • Returns — Leads that were sold but later returned.
  • Net Revenue — Total revenue earned from sold leads, minus returns.

Leads

The Leads area allows Suppliers to view all leads and associated data that have been sent into a campaign.

Viewing Leads by Campaign

  1. Select a target campaign under the Campaign dropdown.
  2. Select a date range using a predefined range or custom date range. The timezone for the date range can also be adjusted.
  3. Use advanced filters to narrow results:
    • Test Lead — All Leads, Test Leads, or Non-Test Leads.
    • Returned — All Leads, Returned, or Not Returned.
    • Lead Status — All Statuses, Accepted, Duplicated, or Failed.
    • Supplier — If assigned to multiple Suppliers in the same campaign, filter by specific Supplier.

The table view displays lead data in bulk, including Lead ID, Date, Lead Status, Revenue, and all available lead data.

Searching for Leads

Use the search bar to find leads by:

  • LP Lead ID
  • Email Address
  • Phone Number
  • TrustedForm Cert URL
  • Jornaya LeadiD

Viewing Individual Lead Data

Click on any lead in the list to open a popup with all available lead data. By default, the popup displays only campaign fields that have data associated with them.

Additional details visible in the popup:

  • Revenue — The amount the lead was purchased for.
  • Returned — If the lead was returned, it is flagged and the return reason is visible.

Exporting Leads

To export leads, click the Export Leads button at the top right of the leads table. A popup appears with the following options:

  • Format — CSV or Excel / XLSX.
  • Name — Edit the name of the export.
  • Description — Optional text field for internal records.
  • Email Addresses — The export is delivered to the Supplier email address by default. Up to 3 total email addresses can be specified.

Campaigns

The Campaigns area shows each campaign the Supplier account is linked to, along with each Supplier with access inside each campaign. If the Supplier is linked to multiple Suppliers in a single campaign, all are listed under that campaign.

From this area, Suppliers can access their API Specs by clicking the API Specs button. The specs open in a new tab.

Exports

The Exports area lists all exports that have been run on the account and their status. When an export is created, a download link is generated. The link expires after 7 days. If the link is still valid, the export file can be downloaded by clicking the Download button.

Summary

Together, the Customer Portal and Supplier Portal give you a complete set of tools for managing both sides of your lead business from within Lead Prosper. The Customer Portal's Stripe integration and flexible billing modes eliminate the delays and uncertainty of manual invoicing, letting you collect payment in real time as leads are delivered. Granular client permissions and the approval system put you in control of exactly what each buyer can do — while automation options for lead returns and campaign pause/resume keep day-to-day operations moving without constant admin intervention. Buyer controls for pricing, caps, and filters give your buyers self-service access to the levers that matter most, backed by approval workflows that protect your margins. Custom subdomains and branding options ensure the entire experience looks and feels like your own platform, building trust and credibility with every interaction. On the supply side, the Supplier Portal gives your lead sources transparent, self-service access to performance data, lead-level detail, and exports — reducing back-and-forth communication and strengthening partnerships through visibility. Customizable email notifications across both portals keep everyone informed at every step.

If you have any questions about setting up or managing either portal, or if you run into any issues, reach out to the Lead Prosper support team through the platform and we will be happy to help.

Additional Resources

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