Warning: Undefined variable $post in /sites/nexgentaxes.com/files/wp-content/themes/divi-child-themes-divi-child/wedocs/docs-sidebar.php on line 6

Warning: Attempt to read property "post_parent" on null in /sites/nexgentaxes.com/files/wp-content/themes/divi-child-themes-divi-child/wedocs/docs-sidebar.php on line 6

Warning: Undefined variable $post in /sites/nexgentaxes.com/files/wp-content/themes/divi-child-themes-divi-child/wedocs/docs-sidebar.php on line 11

Warning: Attempt to read property "ID" on null in /sites/nexgentaxes.com/files/wp-content/themes/divi-child-themes-divi-child/wedocs/docs-sidebar.php on line 11

Lead Purchasing

  1. Home
  2. Docs
  3. Pro Guide
  4. NexGen Taxes Pro Portal
  5. Lead Purchasing

Lead Purchasing

There are two ways to purchase leads and get new customers.

1. Purchase Leads Automatically

You tell us which customers to match you with, in the “Lead Targetting Preferences” and we’ll automatically purchase that lead for you. You can then review the lead in the Pending Tab and send them our detailed proposal.

  1. The software will automatically match you based on your lead preferences.
  2. You can review the leads in your Pending Tab and respond to them by sending them a proposal.
  3. Customers will see your proposal and view your profile Instantaneously.
  4. You will be able to view work request details and communicate with the customer once they hire you.

You have the ability to manage your budget. By Setting up your weekly maximum amount, you can ensure that you do not spend more than you want. You can always start, stop or pause sending an automated proposal.

2. Purchase Leads Manually

The software will automatically match you with qualified customers who are looking for the services you provide (based on the preferences you set up in your questionnaire). All these qualified customers will show up in your “Lead Tab”, if you like the work request, you can purchase it immediately by sending a proposal.

  1. Customers will see your proposal and view your profile Instantaneously.
  2. You will be able to view work request details and communicate with the customer once they hire you.

 

Was this article helpful to you? Yes No

How can we help?