articleDocumentation

Platform documentation and setup guidance

Review setup paths, workflow architecture, account onboarding steps, and operating recommendations for NeptunePro LeadGEN.

verifiedOverview

This documentation page provides a working destination for setup guidance, implementation planning, and operational recommendations so the platform feels complete and trustworthy.

Getting started

Start with workspace setup, data source configuration, operator access, and campaign naming standards.

Use a shared structure from the beginning so reports, exports, dashboards, and automations remain understandable as the workspace grows.

check_circleSource connection checklist
check_circleWorkspace setup guide
check_circleOperator onboarding notes
check_circleDefault actor and automation configuration

Routing and qualification

Define where leads should go after capture, how they are scored, and what qualifies them for follow-up or export.

Qualification rules should be documented clearly so the same record is not treated differently by different operators.

Customer-owned scraping setup

Customers who use Apify-based scraping should connect their own API token in the Integrations workspace and choose the actor or task they want to run.

This model is more secure and more maintainable than sharing account credentials across teams or agencies.

Reporting and review

Use analytics and campaign summaries to identify channel efficiency, operator performance, and opportunities to refine targeting.

Review recent scrape history, result quality, and response outcomes regularly so the workspace remains commercially useful.

Support and change management

When changing automations, naming standards, or account ownership, document the change so future operators understand the current logic.

Good documentation reduces regressions and keeps internal teams aligned during growth.

Frequently asked questions

Short answers to common questions related to this page.

How do customers connect scraping workflows?

Customers connect their own Apify token in the Integrations workspace, select an actor or task, and launch runs from the explorer.

Why does documentation matter for lead generation systems?

Clear documentation reduces operator confusion, preserves workflow quality, and makes automations easier to maintain as the workspace grows.