LeadExec

©Copyright ClickPoint Software

Chris Arenas

Learn what LeadExec is, how it works, and how it can power your lead distribution business.

LeadExec Platform Overview

Gerry Cortés

New to LeadExec? Follow our recommended setup path to configure your platform, automate lead distribution, and start delivering leads with confidence.

LeadExec Lead Distribution Getting Started

Elsa de la Garza

Gabriel Buck

Adding Leads - Lead Capture and Intake

Leo Garcia

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

Leads - Inbound and Outbound Lead Tracking 

Information on Lead Sources, Campaigns, IVR and Chat systems

Inbound - Lead Source Management

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

Outbound - Lead Delivery and Client Distribution Setup

Information about the system settings in LeadExec

System Settings

Information about Integrations  in LeadExec

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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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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