Overview
As we've touched on before, creating a client account is a straightforward process—but it does involve a few connected pieces. You're not just setting up the client's main profile; you'll also need to configure a Delivery Account (the business rules) and one or more Delivery Methods (the technical how).
Think of it like onboarding a new Lead Source: just as you're prompted to create a Campaign right after setting up a source, you'll be guided to create a Delivery Account and Delivery Method when you manually add a new Client.
Please note: Manual onboarding is recommended for users who are already comfortable with LeadExec or similar platforms. If you're newer to the system, you might find our AI Assist feature a quicker path—it handles the heavy lifting through a simple chat interface.
Step-by-Step: Creating a Client Manually
Step 1: Navigate and Start
From the left-hand menu, go to Client List.
Click the Create button to launch the Client Setup wizard.
Step 2: Contact Information
Fill in the basic details for your client:
Company Name
First Name and Last Name (primary contact)
Email Address
Status: Choose the appropriate status from the dropdown. Options include the following:
New, Inactive, Active
Additional statuses can be created by navigating to General Settings > Client Settings > Client Options > Additional Client Statuses:
Important: Set this to Active when you're ready to start delivering leads. Until then, you can keep it in a pre-launch status like "New" or "Pending."
Client Group: Assign your client to a group based on your segmentation or lead strategy. This helps with organization and reporting.
Step 3: Set Up the Delivery Method
Once the contact information is saved, you'll move on to the Delivery Method tab. This defines how leads will be sent to your client.
Automated Delivery: Toggle this ON if you want this method to run automatically whenever eligible leads come through.
Type of Delivery: Select the method that matches your client's receiving capabilities:
HTTP POST
SalesExec Integration
Email
Ping/Post
Lead Portal
etc.
Lead Type: Choose the relevant Lead Type from your library.
If you selected Email or Lead Portal:
You'll see a new tab labeled Portal Login Information. Here, you can assign a username and password for your client to log into their own Client Portal. This gives them access to view and manage their leads.
Step 4: Configure the Delivery Account
Next, head to the Delivery Account tab. This is where you define the rules for sending leads.
Channel: Select the appropriate channel (e.g., Web, Phone, Chat).
Name: Give this Delivery Account a descriptive name (e.g., "Standard Web Leads – Tier 1 Pricing").
Default Price: Set the base price per lead for this client. This price is overridden when using dynamic pricing delivery methods, such as ping/post.
Criteria Required: Toggle whether this account will have specific filtering rules for which leads they receive.
Exclusive: Enable this if the client should receive leads exclusively (bypassing distribution to others).
Require Order: Toggle this ON if the client must place orders to purchase leads from you.
Step 5: Finalize
Once all sections are complete, click Create.
That's it! Your first client profile has been created successfully.
Now that the foundation is in place, you can dive deeper into fine-tuning your client's Delivery Accounts and Methods:
Getting Started – Delivery Accounts Pt. 1:
Learn how to manage pricing, caps, criteria, and schedules.
[Link to article]Getting Started – Delivery Methods Pt. 1:
Explore technical configurations for webhooks, email, ping-post, and more.
[Link to article]
Or, if you're ready to explore other granular settings within the client profile, visit our article:
Getting Started – Client Accounts Pt. 3: Fine-Tune Your Client Profile's Settings
[Link to article]