Checking Customer Leads

Update Lead Notification Settings in 8 Easy Steps

Checking new leads is a simple and straightforward process, but there are a few helpful tools you should be aware of. Read this guide to ensure you’re maximizing your results. Remember, the faster you reach out to a lead, the better your chances are of reaching the customer and turning it into a sold job.

Check out this article for some helpful tips.

Lead notifications are created when a lead form is submitted through the site. A “lead” is a customer who has been qualified by completing the following tasks:

  1. Giving the zip code where their project is located
  2. Giving the details of their glass repair or replacement project.
    • For Auto Glass leads, the customer will supply their vehicle’s:
      1. Year
      2. Make
      3. Model
      4. Type of broken part
  1. Obtained search results for service providers in their local area.
    • Auto Glass search results will include price estimates.
  2. Chosen the service provider they wish to work with.
  3. Provided and submitted their contact details.


Once a customer submits their lead form, a Lead Notification will be created. These notifications are typically sent instantly after a lead is submitted. Lead Notifications come in two forms:

  1. Email notifications
  2. Text message notifications


Lead notification settings are specific to each Location. Each location can receive Lead Notifications to different email addresses and mobile phone numbers. To update your Lead Notification Settings:

  1. Log into your account. Trouble logging in? Please refer to this guide.
  2. Click “LOCATIONS” in the top navigation bar.
  3. Click the “Edit” button next to the location you wish to edit

    *Note: This guide assumes you have already set up a location profile and Service Settings. If you haven’t done so yet, please follow our Creating or Making Changes to Your Location Profile Guide, or Adjusting Service Settings Guide first.

  4. Scroll down to the Notifications section
  5. Enter the email address where you’d like to receive Lead Notification emails
  6. Click “Add”
    • If you’d like to receive lead notifications to multiple email addresses, repeat steps five and six.
      1. At least one email address must be provided
  1. If you’d like to receive text message notifications when a lead is submitted, enter the mobile phone number in the “Mobile number” field, then click “Add”
    • Multiple phone numbers may be added by repeating step seven.
      1. Note that although not required, many of our affiliates find text message notifications helpful so they can be notified of new leads instantly – even when out in the field.
  1. Scroll to the bottom of the page and click “Save Location”

Confirming New Leads

  1. When a lead notification is received via email or text, simply click the link to log into your account, or visit to log into your account.
  2. Once logged into your account, you’ll see pending leads in the “Unconfirmed Leads” section on your Account Dashboard.
  3. Click the “Confirm Lead” button to view the lead details and reach out to the customer.

    Leads are added to your monthly invoice at the time that they are sent to your account, NOT when they have been confirmed. This is because the customer has specifically chosen to work with your company and is waiting to hear from you regarding the replacement. This is an exclusive lead not received by anyone else.

Viewing Confirmed Leads

Once a lead has been confirmed, it will be moved to the “Leads” section of your Account.

To access:

  1. Click “LEADS” in the top navigation bar.
  2. Click the lead section you wish to view from the selectors at the top of the page.
    1. Selectors will be available depending on the leads you have received to your account and may include:
      1. All Leads
      2. Auto Glass
      3. Shower Glass
      4. Windows and Doors
  1. Click “View Lead” next to the lead you wish to view.

This Leads dashboard also contains valuable information such as the difference between the time the lead was received and the time it was confirmed within your Account Dashboard. This can be particularly helpful when managing CSR teams, spotting inefficiencies in follow-up, or reconciling customer conversion rates.

Remember, the faster you reach out to a lead, the better your chances are of reaching the customer and turning it into a sold job.

Check out this article for some helpful tips.

That’s it for this section!


Please note, this article may contain links to Amazon products. As an Amazon Associate, earns from qualifying purchases.

Have a question that wasn’t answered by this guide? Contact Us.