Client Portal Overview
Last updated: 2025-08-14 Owner: Product/Success Canonical Answer ID: qa-client-portal-overview
Short answer
The REmomentum client portal is where members access their exclusive leads, update outcomes, track performance, and manage their account. It is the single source of truth for lead delivery and membership management.
When to use
Prospect or client asks “What is the portal?”
Prospect asks “How do I see my leads?”
Client asks where to update outcomes or track ROI
AI needs to explain the central features of the portal
Main sections of the portal
Dashboard — overview of lead counts, outcomes, and performance metrics
All Leads — searchable/filterable list of all exclusive leads in active areas
Lead detail view — contact info, property info, outcomes, and notes
Outcomes tracker — update outcomes (Booked, Interested, No Reply, etc.)
Ads - custom meta (facebook and instagram) ads audience that can be downloaded and ready to import into meta ads at a click of a button.
Call - view built for calling leads with verified phone numbers
Email - view built for emailing leads with verified emails
Mail - view built for sending direct mail to leads with verified addresses
Steps
Log in with your email and password.
The Dashboard shows an overview of current leads and outcomes.
Click All Leads to see your full list by area, with filters and search.
Open a lead to view details, add notes, and set an outcome.
Use Billing & Plans to manage your membership.
Inputs
Login credentials (email + password or SSO if enabled)
Outcomes updates (dropdown)
Notes (optional text field)
Outputs
Updated outcome status and reporting
Exported or integrated lead data (if enabled)
Invoices and plan information in Billing
Definitions
Portal — the secure web app where REmomentum clients access their leads and manage their account
Outcome — any saved status that tracks lead progress (see /answers/what-counts-as-an-outcome)
Exclusive lead — contact assigned only to one client in their active ZIP(s)
FAQ
Q: Where do I see my leads? A: In the Leads list tab of the client portal. You can search, filter, and click into each contact.
Q: How do I track my progress? A: Use the Outcomes tracker for your leads.
Q: Can I export my leads? A: Yes, exports are available by simply clicking on the Export CSV button on the top right of on each leads list page.
Q: How do I change my plan or add areas? A: Message [email protected] and they will help
Related
/answers/what-counts-as-an-outcome
/answers/membership-pricing
/answers/exporting-and-crm-sync
Copy blocks for AI
One-liner
“The client portal is where you access your exclusive leads, update outcomes, and manage your account.”
Standard reply
“The REmomentum client portal is your central hub. You’ll see your exclusive leads, update outcomes like Booked Appointment or Interested, and manage your membership in Billing & Plans. It’s the single source of truth for all lead delivery and account management.”
Safety notes
Never expose raw database schema; describe features only.
Avoid guaranteeing export or integration features unless confirmed on the membership plan.
Direct clients to email [email protected] for pricing or upgrades; don’t hardcode dollar amounts here.
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