Client Portal Documentation
Documentation for the web-based client portal at app.leadmarketingstrategies.com.
Back to all documentationAccess the Client Portal
Log in to the web-based client portal to manage your projects, view invoices, schedule meetings, and more.
Go to Client PortalAccount & Login (3)
Getting Started (7)
Accessing the Client Portal
How to access the Lead Marketing Strategies Client Portal.
Creating Your Portal Account
Step-by-step guide to creating your Client Portal account.
Logging Into the Portal
How to log into your Client Portal account.
Dashboard Overview
Complete guide to understanding your Client Portal dashboard.
Browser Compatibility
Supported browsers and optimal settings for the Client Portal.
Light & Dark Mode
How to switch between light and dark themes in the portal.
Verifying Your Email Address (Portal)
Complete guide to verifying your email address for full account access.
Invoices & Payments (6)
Invoices Overview
How to view and manage all your invoices in the portal.
Viewing Invoice Details
Understanding invoice line items, totals, and payment terms.
Making a Payment (Portal)
Step-by-step guide to paying your invoices online.
Accepted Payment Methods
Payment methods we accept including credit cards and bank transfers.
Payment History
How to view your payment history and transaction records.
Downloading Invoice PDFs
How to download PDF copies of your invoices for your records.
Meetings (4)
Meetings Overview
How to view and manage your scheduled meetings.
Booking a Meeting
Step-by-step guide to scheduling a meeting with our team.
Meeting Details
Viewing meeting information including time, participants, and join links.
Calendar Integration
How to add meetings to your Google Calendar, Outlook, or Apple Calendar.
Notifications (3)
Projects (7)
Projects Dashboard
Overview of the projects page and how to manage your projects.
Starting a New Project (Portal)
How to start a new marketing project through the portal.
Project Wizard Guide
Step-by-step walkthrough of the project creation wizard.
Viewing Project Details
How to view complete project information and status.
Project Timeline & Milestones
Understanding your project timeline and tracking milestones.
Project Chat & Messaging
How to communicate with our team through project chat.
Uploading & Managing Files
How to upload files and manage project attachments.