Client Portal
Welcome back
Sign in to manage your campaigns, live call activity, and CRM workspace.
Use the password you created from your welcome email link.
Client Portal
Campaign Workspace
Campaigns
Switch between campaigns without affecting the existing V2 flow.
Workspace View
Choose the active campaign or account-wide CRM history.
Add a new buyer campaign for this account. Campaign setup runs automatically in the background.
(where we send calls)
Create a campaign to begin configuring Buyer Portal V3.
No campaign selected
Create a campaign to begin.
All Campaigns View
You are viewing account-wide CRM and payment history across all campaigns.
Lead Alerts
Configure primary and additional email and SMS recipients for this campaign. This is for real-time email/ SMS notifications with the full profile for the homeowner on the real-time, 3 way call.
Prefilled from account contact phone — save to confirm
E.164 format (e.g. +15551230001)
Optional. One email per line (up to 2 additional).
Optional. One phone per line in E.164 format (up to 2 additional).
Switch from All Campaigns back to a single campaign to manage lead alerts. Campaign status is managed from the workspace tab bar.
Campaign Budget
Set the total budget cap for only this campaign. Spend comes from the shared account balance, but this cap only applies to the selected campaign.
$0.00
Live reporting based on billed campaign spend.
$0.00
Updates automatically as this campaign spends from the shared balance.
This total budget is a campaign-level cap that uses the shared account balance.
Switch from All Campaigns back to a single campaign to manage total budget for one campaign.
Daily Limits
Set the daily calls cap for the selected campaign.
Today: 0 calls, $0.00 spend
Hours of Operation
Use a preset or define one daily custom window per day.
Leave a day's time field(s) blank to have that day closed.
Switch from All Campaigns back to a single campaign to manage limits and scheduling.
Territories - Target Markets
Select your target states, then optionally narrow each state down to counties.
States
Use Cmd/Ctrl-click to select multiple states, then add them all at once.
Selected States
Counties are optional. If you only select states, the campaign targets the full state.
Switch from All Campaigns back to a single campaign to update target states and counties.
Call Notes, Management, and CRM
Default view is campaign-filtered, with account-wide fallback via the toggle above.
Leave without saving?
You have unsaved changes in this workspace tab. If you leave now, those changes will be lost.
Archive Campaign?
Archiving this campaign removes it from the active Campaign Workspace sidebar and terminates new campaign activity. Existing lead, CRM, notes, media, and payment history stay available in Leads & CRM when you switch to All Campaigns.