Help Center
How CLSD Leads works, one task at a time. Short articles for buyers, each named by what you are trying to do. Pick a topic below or search by title.
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Getting started4 articles
- Creating an account and signing inHow to open a CLSD account, sign in with email, Google, or Facebook, reset a password, and what is already set up the first time you land on the dashboard.4 min read
- A tour of the dashboardWhat each part of the dashboard shows, and where every entry in the left sidebar takes you.4 min read
- Getting supportHow to reach the CLSD team by chat or email, what to include so we can help quickly, and which requests have their own page in the app.4 min read
- Requesting a feature or reporting a bugHow to post an idea or a problem on the feature board, upvote the requests you want most, and follow each one's status.3 min read
Ordering leads5 articles
- Choosing a lead typeWhat lead types you can order, what each lead includes, and how the English or Spanish choice works.4 min read
- How pricing breakpoints workHow the per lead price drops as your quantity grows, the five state minimum, and how coupons apply.5 min read
- Placing an order and choosing a start dateThe Premier order form from first field to paid order, including the start date, the agreement you check, and what you see after paying.5 min read
- Finding your ordersWhere every order lives, how to narrow the list, what each row and status means, and what the Actions menu lets you do.5 min read
- Pausing and resuming an orderHow to stop leads for a while and start them again, now or on a schedule, and what a pause does to your delivery.4 min read
Receiving leads5 articles
- How leads arrive over timeWhat happens after you place a Premier order, from the start date you picked to the day the last lead lands.3 min read
- Viewing and exporting your leadsWhere to find every lead delivered to you, how to search and filter the list, and how to download it as a CSV.4 min read
- Receiving leads by emailHow to have each lead emailed to you, which address it goes to, and what the email contains.4 min read
- Connecting Google SheetsHow to have every lead added as a row in a Google Sheet that CLSD creates and shares with you.5 min read
- Connecting LeadConnectorHow to send every lead straight into your LeadConnector or HighLevel CRM as a contact, with the fields, tags and notes you choose.4 min read
Exclusivity and lifecycle2 articles
Replacements4 articles
- Requesting a replacementWhere to start a replacement request, what the form asks for, and what the request action shows once you have asked.4 min read
- What qualifies for a replacementThe grounds in the Lead Replacement Policy, the reasons you can pick in the form, which purchases are covered, and what an approved request gives you.4 min read
- The seven day replacement windowHow long you have to request a replacement, how the days are counted, and what you see once the window has passed.3 min read
- Tracking your replacement requestsHow to read the Replacements page, what each status means, and what happens on your order after a request is approved or denied.3 min read
Aged leads3 articles
- Buying aged leads in the WarehouseHow to filter the Warehouse, build a cart, pay, and find your aged leads afterwards.6 min read
- How aged lead pricing worksWhat sets the price of a Warehouse lead and where to see the current price before you buy.4 min read
- Weekly aged lead subscriptionsHow a weekly Warehouse subscription is activated, what arrives each week, and how to pause or cancel it.5 min read
Premier Overflow1 article
The Gym2 articles
Billing5 articles
- Billing and balanceWhat each section of your billing page shows and where to go for the things you can change there.4 min read
- Managing payment methodsHow to add a card, choose which one is your default, and remove a card you no longer use.5 min read
- Invoices and receiptsWhere to find the invoice and receipt for every charge, what you can download, and what the online invoice page is.3 min read
- Subscriptions, pausing and cancelingThe three recurring products you can have, which of them can be paused, and how to cancel each one yourself.5 min read
- RefundsWhat is and is not refundable for each product, in plain words, and where lead quality issues go instead.5 min read
Team5 articles
- Managing your team and inviting membersHow a team leader sees their organization on the Manage Team page, invites agents, and moves, promotes or removes them.5 min read
- Approving purchase requests from your teamHow a team leader approves and pays for an order an agent asked for, or declines it with a note, from the Manage Team page.3 min read
- Joining a teamHow to accept a team leader's invitation, and what your leader can and cannot see once you are on their team.4 min read
- Asking your team leader to pay for an orderHow an agent on a team sends an order to their leader for approval instead of paying, and what happens when the leader approves, declines or does not answer.3 min read
- Team performanceHow to read the Team Performance page, what each number counts, and how to narrow it to one group, one agent or a different period.4 min read
Referrals1 article
Account and privacy3 articles
- Account settingsWhere to update your name, photo, password and licensed states, change the appearance, and sign out.3 min read
- Privacy requests and do not sellHow to use the Your Privacy Choices form, what each of the three requests does, how long we take, and how Global Privacy Control is handled.5 min read
- Closing your accountHow to close your CLSD account, what is removed, and which records we are required to keep.3 min read