1. Create the agency and client
Sign in, name your agency and add or select the first client. The client gets a separate workspace.
Start with one client. Check one complete lead journey.
Create your agency workspace, choose a client and connect the records you actually need. Guided setup separates the work required for leads and outcomes from the steps you can do later.
Illustrative example · Sample data
One client. Two separate checks.
- Client workspaceRequired before connecting this client’s leads
- Lead source and deliveryRequired for automatic intake
- CRM or manual outcome pathChoose the path your client uses
- Check the received leadInspect source and destination
- Check the recorded outcomeVerify the same lead’s result separately
An example checklist, not completed setup. Team and reference libraries can be added later.
Connect the essential records first.
You can explore the workspace while setup is unfinished. Leads and CRM updates need their own completed connection steps before they can arrive.
2. Configure lead intake
Choose the sending workflow, select the destination and map the submission fields. A mapping preview validates the request; it does not prove a lead arrived.
3. Choose the outcome path
Use authorized manual updates, or configure the client’s supported CRM/workflow, lead-ID field, outcome mapping and currency.
Verify the lead and the result separately.
Send a deliberately supplied sample through the chosen workflow. Inspect it before marking delivery checked, then verify the selected outcome path.
4. Inspect the received lead
Confirm the correct client, source, campaign and submitted details. Enabled intake alone is not a complete check.
5. Inspect the matching outcome
For the CRM path, confirm an update to the same lead appears with its intended outcome and value. For manual leads, record the outcome with the permitted role.
6. Read the report together
Select the report goal and submission period. Check missing data, exclusions, currencies and connection freshness.
A few details before you start.
Do I have to connect a CRM before exploring?
No. You can explore before connection setup is complete and use authorized manual outcomes for manually managed leads. Automatic intake and CRM sync still require their respective setup.
Does selecting a source connect that provider?
No. A source label describes where the lead came from. The sending workflow still needs to deliver the submission, and provider authorization is a separate action.
Start with the client you need to report on.
Creating a workspace does not start a paid subscription.