Getting Started

Creating your account

To get started, visit the registration page and create an account with your email and password. Once registered, you'll be logged in and taken to the dashboard.

Your first visit

When you log in for the first time, your dashboard will be empty — and that's expected. Here's what to do:

1. Create your first campaign — Click the "New Campaign" button on the dashboard. This sets up your search criteria so leads start flowing in automatically.
2. Check back for new leads — Leads are ingested daily from public data sources. Within a day or two, you'll start seeing matches in your campaign's review queue.
3. Review and qualify — Once leads appear, open the review queue to start approving or dismissing them.

Navigating the dashboard

Your dashboard is home base. Here's what you'll find:

Stat cards

At the top, you'll see a summary of your activity:

• Approved — Total leads you've approved across all campaigns
• Dismissed — Total leads you've passed on
• Reviewed — Total leads reviewed, with your approval rate
• Avg. Review Time — How long you typically spend per lead

Campaign cards

Below the stats, each of your campaigns is shown as a card with:

• The campaign name and a summary of its criteria
• A badge showing how many new (unreviewed) leads are waiting
• Counts of total matching leads, approved, and dismissed
• A progress bar showing what percentage you've reviewed
• Quick action buttons to jump into reviewing or view your approved leads

Quick actions

If you have unreviewed leads in a campaign, you'll see a banner at the top prompting you to start reviewing. You can also use the navigation links to browse all leads or create a new campaign.

Next steps

• How It Works — Learn the full workflow
• Creating a Campaign — Set up your first campaign step by step