Sharing a read-only link with a client

How to send a client a no-login view of their leads, instead of inviting them as a full account member.

Every site has its own shareable link: a read-only page showing that site's leads and sources. No account, no password, nothing for them to set up.

Find it on the site's dashboard page, under the site's settings. Turning it off revokes the link immediately.

Comments

You can optionally let a client mark a lead or leave a note on the shared page, useful for tracking which enquiries actually turned into work.

White labeling

On the Agency plan, the shared page carries your branding instead of Lead Recorder's.