Overview
So you’re logged in and wondering what all these pages do? Here’s the rundown on everything you’ll find in NZ Leads.
New here? Just focus on Leads and Sources first. The other stuff becomes useful once you’ve got leads flowing in.
The Pages You’ll Actually Use
These are where you’ll spend most of your time.
🗨️ Leads Page (/app/leads)
This is home base. Every conversation with potential customers shows up here.
What’s in there:
- All your customer chats in one place
- Status tracking (who you’ve talked to, who needs follow-up)
- Phone numbers and emails when people share them
- Quick filters to find what you’re looking for
- Notes you can add for yourself or your team
How you’ll use it:
- Click any conversation to see the whole thing
- Filter by platform, status, or whether you got their contact info
- Sort however makes sense (newest first, by name, whatever)
- Leave notes for your team about tricky customers
🏢 Sources Page (/app/sources)
Each “source” is one of your business locations on Yelp, Thumbtack, etc. This is where you manage them all.
What you do here:
- See all your connected locations profiles
- Activate/De-activate locations
- Give team members access to specific locations
- Set up different message settings per location
Main things:
- Add new locations when you expand
- Customize messaging for different types of work
🔗 Source Tokens Page (/app/tokens)
This is the technical stuff - how NZ Leads connects to your Yelp, Thumbtack accounts.
What tokens do:
- Link your platform accounts to NZ Leads
- Let us access your business profiles
- Make the whole automatic messaging thing work
When you’ll need this:
- Adding new platforms
- If something stops working
- Checking which locations use which token
📊 Analytics Page (/app/graph-reports)
Numbers and charts showing how things are going.
What you’ll see:
- How many leads you’re getting over time
- Which platforms send the best leads
- What times and days are busiest
- How often people give you their contact info
- Response rates and follow-up success
Useful for:
- Figuring out your best lead sources
- Seeing busy vs slow periods
- Deciding where to focus your effort
💳 Billing Section
Money stuff. Track what you’re paying and for what.
📝 Activity Log (/app/activity-log)
A record of what’s been happening with your account. Tracks when you turn sources on/off
Where to Start
Jump into Leads first - that’s where you’ll see conversations happening. Then check Sources to make sure everything’s connected right. Analytics gets more interesting once you have some data coming in.
Most folks spend 80% of their time on the Leads page, with quick trips to Sources for setup and Analytics to see how things are going.
Need help finding something? Use the search up top or email support at support@nzleads.com.