Customize the buyer portal
Put your name, logo and colour on the portal your buyers log into, and choose what they can see there.
Settings → Buyer portal. Two cards: Branding decides what the portal looks like, What buyers see and do decides what it shows and what buyers can change themselves. Owners and admins only.
The portal is the face your business shows your buyers every time they log in, so it carries your brand and only yours — LeadMove is named nowhere on it.
Branding
This card is shared with Settings → Email → Branding: it is one brand, worn by two surfaces. Change your logo here and every lead email carries the new one too — you never set it twice.
| Field | Where it shows |
|---|---|
| Business name | The portal header, the browser tab, the sign-in page, and the top of every lead email. Up to 60 characters. |
| Accent colour | Portal buttons, the active tab, quota bars and the 30-day volume chart — and the header band and button of every lead email. |
| Logo | Beside the name in the portal header, above the sign-in form, as the browser-tab icon, and at the top of every lead email. PNG, JPG or GIF up to 2MB. Without a logo, the tab shows a neutral mark in your accent colour instead. |
Eight presets cover most brands; the hex field next to them takes an exact value like #0F766E. The preview below updates as you type, showing the real header, a stat card, a quota bar and a primary button — so you see the colour where your buyers will.
If your colour can't carry readable button text, the card says so with the measured contrast ratio. It's a warning, not a block: it's your brand, and you decide.
Branding saves with Save branding — nothing is applied until you press it, and leaving the page with edits in the form warns you first. The logo is the exception: it saves as soon as you upload it.
The delivery-email footer lives on the other copy of this card, in Settings → Email, because the portal has no use for it.
What buyers see
Six switches, applied to every buyer in your organization. Anything switched off isn't sent to the portal at all — it isn't merely hidden on screen.
| Switch | Default | What it shows buyers |
|---|---|---|
| Quota usage | On | Daily, weekly and monthly quota bars on the dashboard and the profile. |
| Delivery payloads | On | The "What was sent" blocks on a lead — the exact request and their endpoint's response. |
| Operating hours | On | The buyer's own schedule on their profile, so a deferred lead reads as expected rather than as a delay. |
| Lead quality grade | Off | The A–D grade on each lead. |
| Lead prices & spend | Off | The price on each lead, and the buyer's daily / weekly / monthly spend totals on the dashboard. |
| Auto-reply notice | On | On a lead your pipeline already texted or emailed, the message it received. |
These six are account-wide. Field-level visibility is decided per buyer instead — see buyer portal access.
The two off by default reveal something the portal hides today, so they stay off unless you turn them on.
Lead quality grade: your scoring is quality-control work your buyers don't currently see. Even switched on, only the letter is shown — the numeric score, its breakdown and the model behind it never leave your side.
Lead prices & spend: a per-lead price is contractual information, so decide deliberately. Switched on, the buyer sees the price on each lead (its page, the list, the CSV export) and a spend section on their dashboard, right under the lead counts — daily, weekly and monthly totals over the same windows as their quotas. Spend counts delivered leads only; compensation credits show as free, and a lead credited back after an accepted dispute is excluded. Invoices and prepaid balances stay off the portal whatever you choose.
Auto-reply notice: only meaningful if you use lead auto-reply. It shows the message the lead received right after it reached that buyer, so the buyer knows the person is already expecting a call and can pick up where the message left off instead of repeating it. It appears only on leads that were actually messaged — an org that doesn't use auto-reply sees no change either way. A message that failed to send is never shown: the lead wasn't contacted, which is exactly what the absent block says.
What buyers can do
Two switches, same card, same Save.
| Switch | Default | What it lets buyers do |
|---|---|---|
| Self-serve pause | On | Pause their own deliveries for a set time — up to 30 days — from their dashboard, and resume early. |
| Lead statuses | On | Mark leads as In progress, Sold or Lost, and see which leads they haven't opened yet. |
A buyer who closes for the afternoon can say so without calling you. You keep the last word either way: you're emailed each time a buyer pauses or resumes, the pause shows on the buyer's page, in the buyers list and on the pipeline canvas with a · set by buyer mark, and you can change or lift it like any closure you set yourself. A closure you set is read-only for the buyer — they can see it and when it ends, not shorten it.
Switched off, the card disappears from their dashboard and the action is refused server-side. Buyers then ask you to pause them — see temporarily closing a buyer.
Lead statuses: on, each delivered lead carries a status in the portal — New and Viewed set automatically, In progress, Sold and Lost set by the buyer — plus a Progress filter and a Progress column in their CSV export. It reveals nothing of yours: New/Viewed is the buyer's own reading history and the last three are their own declaration. A status a buyer sets is theirs; you read it, you don't edit it. Switched off, the statuses aren't sent to the portal at all and the action is refused server-side. See tracking lead status for what your buyers see.
Switch what you want, then Save portal settings.
Common questions
Do these settings apply per buyer? No — they're organization-wide today. Every buyer of yours sees the same thing.
Where did the branding card in General go? Here. It was always a portal setting; it now sits with the rest of them, and gained the accent colour.
Does branding change the address my buyers use? Not on its own. See custom portal domain for putting the portal on your own address.
A buyer paused themselves — how do I know, and can I override it? You're emailed when it happens, it's in the activity log, and their pause is marked · set by buyer everywhere it shows. You can change its end date or lift it from the buyer's status control at any time; doing so makes the closure yours, and the buyer can no longer lift it.
Do buyers ever see prices, invoices or wallet balances? Prices only if you switch Lead prices & spend on — it's off by default. Invoices and prepaid balances never reach the portal, whatever these switches say.