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Agent Instructions

Follow these steps for first time use account setup:

First time user log in process (To Set Password):

  1. Click this link to setup new password:  https://farmers.leadcloud.us/Home/ctl/SendPassword
  2. Complete and submit that form, and you will receive an email.  Click the link in the email to set your password.
  3. If successful, you will be redirected to the LeadCloud Marketplace home page.  Login with your Agent ID and new password.
  4. For your very first login, you will be asked a few questions to complete your profile.
  5. Once your profile is updated, you logged in and ready to go, Welcome!

To Place an Order:

  1. From the Marketplace’s Home page, you can now proceed with placing your order
  2. First, you will click on Orders located on the left side of the page
  3. Below Existing Orders on the top left side, you can click on (+) Add Order
  4. From here, please begin to fill out the order form
  5. Order status is automatic and should be in a blue status
  6. Delivery options select Email or SIMS
  7. Order Name this can be whatever you choose, for example: Happy Friday
  8. Use Cost Share Dollars will automatically be checked
  9. Geography
    • States - please select the state of your choice (this will bring up the entire state)
    • Cities – please select the state of your choice to filter cities and proceed with entering your city selection (this will bring up only that city’s information for the state chosen)
    • Zip Code – enter the zip code of your choice (the zip code entry is unlimited) and hit tab to be taken to the next section
  10. Operational Hours you can select the hours of your preference in which you would like to be contacted.
    • Select Hours of Operation – Examples: Monday – Friday or select All Day
    • Select Start Time - 9:00 AM
    • Select End Time – 4:00 PM
    • Select Time Zone - Eastern Standard or select Pacific Standard and/or Daylight Saving, now click on the blue Add button to save your choices and they will appear in the Operational Hours box below
  11. Sources
    • Select Daily Lead Cap (range should be between 1 – 1000) by choosing from the dropdown menu)
    • Select Hourly Lead Cap (range should be between 1 – 1000) by choosing from the dropdown menu)
  12. You may now save your order; Go to the top of the page, located on the right side and click on the blue Save and Update Order button…Please note all fields are mandatory to save an order!

You have now successfully completed your Marketplace order. Thank you for your business!

 

To View/Edit an Existing Order:

  1. From the Marketplace’s Home page, you can proceed in viewing/editing an existing order
  2. First, you will click on Orders located on the left side of the page
  3. You will be brought directly into the Manage Existing Orders page, which is where can view your existing orders
  4. Select the order that you would like to view or edit; if edits are needed, proceed with your edits, then click save and update order once changes are complete

To Get Help: