Lead Sellers - Private Workspace | Traleado Documentation

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Getting Started

3

Welcome To Traleado
The Three Main Use Cases For Traleado
Understanding Workspace Types

Lead Buyers - Marketplace

9

Lead Buyer Account Creation
Understanding Workspaces
Configuring Workflows To Work For Your Business
Viewing Leads For Sale On The Marketplace
Understanding The Lead Card
Purchasing Leads On The Marketplace
Requesting Leads From Lead Sellers On The Marketplace
Updating Your Service Areas And Categories
Requesting Refunds On Leads

Lead Sellers - Marketplace

12

Connecting Apps To Traleado Via Zapier
Integrating Meta Lead Ads
Setting Up Your Stripe Connect Account
Lead Seller Account Creation
The Traleado Marketplace Explained
Using the Demand Tab to Maximise Sales
Pricing Your Leads Effectively
Public vs Private Lead Sales
Creating Forms For Lead Sources
Automatically Adding Leads To Traleado
Adding Leads Manually
Connecting Your Bank Account for Payments

Lead Sellers - Private Workspace

17

Account Setup For Selling Leads To Clients
Private Lead Seller Workspaces Explained
Setting Up Workspaces For Selling Leads To Your Clients
Configuring Workflows For Workspaces
Inviting New Clients To Buy Leads
User Management Explained
Administrating Contacts
Forms And Configurations Explained
Calendar Setup And Use
Products And Services Explained
The MAP tab Explained
The Reporting Tab Explained
System Logs Explained
Setting Up Your Stripe Connect Account
Integrating Meta Lead Ads
Connecting To Hubspot
Connecting Apps To Traleado Via Zapier

Lead Buyers - Private Workspace

7

An Overview Of Buying Leads From Private Suppliers
Next Steps After Your Invite
Understanding Your Private Workspace
Making Workspaces Work For You
Understanding The Lead Card
How To Purchase Leads When They’re Offered To You
Requesting Refunds On Leads

Work Order Assignment Use Case - Private Workspace

6

Work Orders Use Case Explained For Organisations
The Two Workspace Types Explained
Assigning Work Orders To Partners
Adding New Partners
Configuring Workflows On Your Workspaces
What Does Your Partners Experience Look Like

Partners - Private Workspace

3

Setting Up Your Partner Account
Understanding Your Workspaces
Work Order Workflows Explained

Integrations

4

Setting Up Your Stripe Connect Account
Integrating Meta Lead Ads
Connecting To Hubspot
Connecting Apps To Traleado Via Zapier

View Categories

Lead Sellers - Private Workspace

The MAP tab Explained
The Reporting Tab Explained
System Logs Explained
Setting Up Your Stripe Connect Account
Integrating Meta Lead Ads
Connecting To Hubspot
Connecting Apps To Traleado Via Zapier

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