Money & Billing | Workspace
Manage Lead Wallet and bid budget
Fund lead activity, set spending limits, and understand marketplace charges.
Sign in to your company workspace to use the related controls.
What this section includes
- Review wallet activity
- Add funds securely
- Set bid preferences
- Apply budget limits
- Reconcile results
Start-to-finish instructions
Review wallet activity
Check balance, deposits, credits, lead charges, refunds, and references before adding funds.
Add funds securely
Use the connected payment flow and verify the resulting balance and receipt.
Set bid preferences
Choose industries, service areas, job types, lead value, and the maximum amount you will spend.
Apply budget limits
Set daily or campaign limits that match your ability to answer and work the leads.
Reconcile results
Compare purchased leads, contact outcome, won revenue, refunds, and wallet transactions.
Helpful tip: Start with a conservative budget until response time and close rate are proven.
What success looks like
- The record is saved, the status is correct, and the next person can see what to do without asking for missing details.
Common problems
- If a button or page is unavailable, confirm your company, plan, role, and the status shown on the page before retrying.