LeadExec

©Copyright ClickPoint Software

Gerry Cortés

New to LeadExec? Learn how to tackle your initial setup confidently and efficiently

Getting Started

Chris Arenas

Elsa de la Garza

Gabriel Buck

Adding Leads

Leo Garcia

Details on the Lead List Screens, Distribution, Quality Control, Returns and Delivery Queue

Leads

Information on Lead Sources, Campaigns, IVR and Chat systems

Inbound

Information on Client configurations, Delivery Methods, Delivery Accounts, and the Order System 

Outbound

Information about the system settings in LeadExec

System Settings

Information about Integrations and the LeadExec APIs

API Documentation & Integrations

Find articles related to LeadExec reports

Reports

ClickPoint releases regularly scheduled software updates and bug fixes, you can find them here

Software Updates and Fixes

Detailed information on the Client Portal for LeadExec account managers

Client Portal

Find answers and get help from Intercom Support and Community Experts

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