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Overview

The Overview (Dashboard) is the first screen you see after signing up or logging in. It gives you a quick read on account status, plan, and activity—plus shortcuts to start getting value immediately.

What you’ll see​

  • Status banner — When your balance is low or zero, you’ll see: “Low balance — Add funds to get more leads.” Use Top‑up Balance to add USDT/USDC and start (or resume) deliveries.
  • KPI cards —
    • Total Leads: all leads ever delivered to your account.
    • Balance: current spendable funds (and promo credits when active).
    • This Month: number of leads delivered this calendar month.
    • Current Plan: Free or your selected paid plan.
  • Quick Actions — One‑click entry points to jobs you’ll do most:
    • Get a free lead (Free plan)
    • Set filters & exceptions
    • Manage API keys
  • Recent Activity — A compact timeline of deposits, plan changes, deliveries, and other account events. New accounts show an empty state: “No recent activity yet — Top‑up to start deliveries.”
  • Data freshness — A Last updated timestamp and Refresh button display near the top right, so you can pull the latest counters on demand.

First‑day checklist​

  1. Claim your free lead (if you’re on the Free plan). There’s a 24‑hour cooldown per account.
  2. Tighten targeting with Filters & Exceptions to avoid duplicates and protect budget.
  3. Top‑up and select a plan when you’re ready for steady volume.
  4. Create an API key if you plan to sync leads into your CRM or data tools.

Where each shortcut goes​

  • Get a free lead → Leads page: newest records first, export to CSV, and external links for quick verification. Learn more: Leads.
  • Set filters & exceptions → choose chains and upload email / token‑URL exceptions so duplicates are skipped server‑side. Learn more: Filters & Exceptions.
  • Manage API keys → create tokens, check quotas, and view example endpoints for Recent and Latest pulls. Learn more: API Keys.
  • Top‑up Balance → guided deposit flow with USDT/USDC on Ethereum or BSC, plus invoice download after confirmation. Learn more: Payments & Subscription.

Common states & what to do​

  • Low balance — Click Top‑up Balance. After confirmation, your balance updates and deliveries resume automatically.
  • Paused intake — If deliveries are paused from the Leads page, unpause to continue from the same countdown.
  • Nothing in Recent Activity — You haven’t deposited or received leads yet. Top‑up or claim your free lead to populate the timeline.
  • Need higher throughput — Upgrade your plan in Payments & Subscription; the change takes effect immediately.

Power tips​

  • Use Filters & Exceptions before you scale; it’s the fastest way to keep quality high as volume grows.
  • If you’re building an integration, pause delivery during setup and resume when your pipeline is ready.
  • Start API syncs with conservative limits, then raise them as your plan increases.

What happens as you scale​

As your team matures, the Overview page becomes your command center: KPIs reflect delivery rhythm, the ledger and invoices reconcile cleanly, and Quick Actions route teammates to the right screens without hunting. With filters tuned and exceptions loaded, you’ll see fewer duplicates and higher reply rates—turning the dashboard from a status page into a growth console.