What LeadExec is and how it works: ping post and direct post distribution, buyer management, consent and compliance, reporting, and industry use cases.
Advanced LeadExec routing: waterfall, exclusive and shared delivery, geographic territories, lead quality scoring, buyer matching, and ping post setup.
New to LeadExec? Follow our recommended setup path to configure your platform, automate lead distribution, and start delivering leads with confidence.
How to get leads into LeadExec: post from Zapier, Gravity Forms, Unbounce, Wix, GoHighLevel, or Facebook, import files, and send live calls.
Work with leads in LeadExec: lead list search and exports, the distribution screen, quality control, manual sends, and managing lead returns.
Manage inbound lead sources in LeadExec: add sources and sub-sources, lead grading, postbacks, IP restrictions, live call transfers, and TCPA consent.
Set up lead buyers in LeadExec: add clients, delivery methods and accounts, webhooks, orders, invoices, and ping post delivery to your buyers.
LeadExec system settings: account, branding, and users, lead types and categories, client options, TCPA options, order forms, and API access.
Set up LeadExec integrations for lead validation and compliance, including TrustedForm, IPQS, Trestle, DNC.com litigator scrub, and Zapier.
Use LeadExec reports to track lead volume, distribution, and revenue, with guides to the reporting dashboard and building custom pivot reports.
LeadExec release notes by year, from 2022 to 2026. See new features, improvements, and bug fixes in each scheduled ClickPoint software update.
Learn how the LeadExec Client Portal works for your lead buyers, and what account managers need to know to set it up and support client access.