Overview
LeadExec is a lead distribution platform that automates capturing, qualifying, and delivering leads through channels such as ping-post, HTTP posts, email, live call transfers, and SMS notifications. It’s designed to efficiently get the highest-quality leads to your buyers or sales teams.
The platform includes real-time reporting, live call transfers, automated invoicing, and compliance tools; everything you need to manage leads from start to finish.
If you’re new to this type of software, don’t worry, we've got your back all the way. This guide will help you get up and running in a logical, stress-free way.
How to Use This Guide
We've crafted an easy-to-follow guide you can follow step-by-step if you're just getting started, or you can use the article index below to find the section and articles you need for quick reference.
Let's get started!
Complete Article Index
Set Up Your Lead Types:
Set Up Your Lead Sources:
Set Up Your Campaigns:
Set Up Your Client Portfolio:
Set Up Your Delivery Accounts:
Set Up Your Delivery Methods:
Test Your Setup:
Step 1: Set Up Your Lead Types
Start by creating a Lead Type. Think of this as the category or vertical for your leads, like "Mortgage", "Insurance", or "Home Services".
A Lead Type is simply a collection of data fields that define what information you collect for a lead and how it should be routed. You can include phone numbers, drop-down menus, currency fields, and more.
Visit our articles on how to create and optimize your Lead Type here:
Step 2: Create a Lead Source
Once your Lead Type is ready, you’ll set up where your leads come from by creating a Lead Source.
A Lead Source is the origin of the lead. This could be an affiliate partner, a landing page, a web form, a social media campaign, or any other intake channel where consumers submit their information.
Visit our article on how to create your Lead Sources here:
Step 3: Set Up Campaigns
Now it’s time to define what happens when a lead comes in. A Campaign (which you may also know as an offer) controls how leads are stored, qualified, and routed within LeadExec.
You can create campaigns for different intake channels, such as:
Web Leads – form submissions from websites
Phone Leads – inbound calls via IVR
Chat Leads – AI chatbot conversations
Ping-Post Leads – real-time submissions from vendors
Visit our articles on how to create your Campaigns here:
Step 4: Create Your Client Portfolio
Once a lead passes through your campaign filters, it’s ready to be sent to a buyer. In LeadExec, each buyer is set up as a Client.
A Client account defines who receives leads and includes their contact info, billing details, and access to the Client Portal. You can create as many clients as you need and customize their settings.
NOTE: You can save time by using our AI Assist feature, which helps you tackle the entire process of creating one or more clients and setting up their Delivery Accounts and Methods in just a few minutes.
Visit our articles on how to create your Client portfolio here:
Step 5: Create a Delivery Account for Your Client
The Delivery Account is where you set the business rules for sending leads to a specific client. Here you’ll configure pricing, daily/weekly caps, lead criteria, and automation settings.
You’ll typically create this right after adding a client; however, you can also create new Delivery Accounts for your clients to meet different delivery rulesets and instructions.
Visit our articles on how to create Delivery Accounts here:
Step 6: Set Up a Delivery Method
If the Delivery Account is the rules for sending leads, the Delivery Method is the technical how. This is where you set up the actual integration, whether via webhook, email, SMS, ping-post, live transfer, or a combination of these.
You’ll configure the receiving endpoint (like a URL, email, or phone number) and map your lead data so it’s formatted correctly for your client.
Visit our articles on how to create Delivery Methods here:
Step 7: Test Your Setup!
Before going live, it’s important to run a few tests to make sure everything flows smoothly from intake to delivery.
Here’s the easiest way to test:
Send a test lead into LeadExec
You can use your actual lead source, post one using Postman, or add one manually:
Go to Lead List in the main menu
Click "Add"
Fill in the required fields
Toggle "Schedule for Delivery" ON if you want it to go through automation, or leave it OFF for manual testing
Click "Save"
Send the lead to your client
If you followed your setup guide, you can automatically send the lead you just ingested to a client using the automation features you set up.
Alternatively, you can manually send the lead to a client by following these steps:
Go to All Leads (located by default in the left-hand menu)
Right-click your test lead and choose "Send to Client"
Select the intended client
After sending, right-click the lead again and choose "View Send Information"
A window will show you whether the delivery was successful and provide logs with detailed responses from your client’s system.
Visit our articles on how to create a test lead here:
Once your test is successful, you're ready to start selling leads to your clients!
Checklist
Let's go over a quick checklist to ensure you've gone through the entire basic setup and are ready to go live:
Step | Completed? |
1. Lead Type |
|
2. Lead Source |
|
3. Campaign |
|
4. Client |
|
5. Delivery Account |
|
6. Delivery Method |
|
7. Test Your Setup |
|
Final Words
Feel free to explore our different knowledge articles to get familiarized with our many features that will help you master LeadExec, and make sure to contact our Customer Success Team for an optimization session; we'll help you get the most out of your Starter LeadExec account and answer all of your questions.
Thank you for choosing LeadExec; we're thrilled to help you reach your goals!