Leads Not Showing Up in Pageport?

If your leads aren't making it into Pageport, it’s usually due to one of two things: lead processor setup or email uniqueness being turned on.

Check the territory name (SmartVestor only):

For SmartVestor users, the territory name must exactly match what’s in the incoming lead email. If it doesn’t, we can’t process the lead.

Make sure emails are being forwarded correctly:

Leads must be forwarded to the unique email address listed in your lead processor. If we don’t get the email, we can’t process the lead.

Using multiple lead sources?

Each source (like SmartVestor, SmartAsset, WiserAdvisor) needs its own forwarding email. This lets us know which lead belongs to which processor. Example:

Share the right address with each source so leads are routed correctly.

For help setting up a lead processor, click here.

Look at the Email Uniqueness setting:

If this is turned on, the system will block leads with email addresses already in your database. This prevents duplicates, but can also block valid repeat leads. If someone fills out a form again months later, it won’t come through unless this setting is off.

Use the lead’s name or email to check if they’ve submitted before.

Still stuck? Reach out to our team via the support chat. We’re here to help.