Getting started
Everything you need to know in three steps.
- Your leads are delivered every weekday at 9am. You get a short alert email, and the leads appear in your dashboard.
- Log in at 9amleads.com/portal with the email and password from your welcome email.
- Open My Leads each morning and work down the list — the rest of the tools (print, post, integrate) all start from there.
Dashboard
Your at-a-glance home screen.
- See today's leads, your results and any follow-ups that are due.
- Use the quick actions to jump to My Leads, Print & Post, Bulk Send or Upgrade.
- Your results build up automatically as you mark outcomes on each lead.
My Leads
Your delivered leads, one day at a time.
- Open any day with the calendar; each lead shows the address, postcode and key details.
- Tick the checkboxes to bulk-action several leads at once (e.g. print or export).
- Mark each lead's outcome as you work it: Contacted → Quoted → Won — this feeds your results and follow-ups.
- Use the source link to open the original record, and the search/filter box to find leads fast.
- Click Export to download any day's leads as a CSV.
Print & Post
We print, address and post a flyer or letter to your chosen leads for you.
- First, complete Step 1 – Your Business Profile (your name, logo and contact details). This appears on everything we send.
- Pick one of our ready-made letter/flyer templates, or upload your own design.
- Choose which leads to send to, and confirm — we handle the printing, addressing and posting.
- Track every mailing with a live status, and download your proof of posting.
Auto Print & Post
Set it up once — every new matching lead is printed and posted for you, automatically.
- Choose the design you want to send (or upload your own).
- Set a daily limit so you always stay in control of your spend.
- Switch Auto Print & Post ON. Your new leads are mailed every weekday at 9am — no manual work.
- Pause or change it anytime with the on/off toggle.
Bulk Send
Buy an exclusive, never-sent lead pack and we print & post your flyer to every one.
- Load your leaflet front & back (or cover letter) in Print & Post first — bulk packs need both sides.
- Choose a lead pack (filtered by area and lead type).
- Confirm, and we print & post to every lead in the pack. Track progress from your dashboard.
Bulk packs are posted as A5 leaflets by default. Available on Pro and Enterprise plans.
Live Tracking
See exactly what happened to every piece of mail.
- View the status of every mailing: printing → dispatched → out for delivery → delivered.
- Download your proof of posting for any campaign.
CRM & integrations
Send every lead straight into your CRM automatically at 9am.
- Open the integrations panel in your dashboard.
- Connect HubSpot, Salesforce, Pipedrive, Brevo, Zapier or Make — or any tool via a webhook.
- Follow the step-by-step setup shown on screen; new leads then flow in automatically each morning.
Upgrade & billing
Manage your plan, card and invoices.
- View your current plan and switch between Starter, Pro and Enterprise (weekly, cancel anytime).
- Update your card details.
- Download past invoices and receipts.
Still not sure? Just ask.
Message us and we'll point you in the right direction — or use the Success Centre for playbooks and templates.
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