Beyond the Delivery Method and Delivery Account configurations we've covered, each Client Profile page offers several additional tools and settings. These give you finer control over how leads are delivered, how your client interacts with the system, and how you manage billing and internal notes.
Let's walk through each section of the Client Profile, from the upper toolbar down through every tab.
Upper Toolbar
At the top of the Client Profile, you'll find two helpful tools:
Automation Checklist
This button opens a useful checklist that helps you verify if every part of each Delivery Account is properly configured for automated delivery.
You can select different Delivery Accounts from a dropdown to check each one individually.
Think of this as your "pre-flight check" before going live with a new client.
Distribution Report
Clicking this takes you directly to the Client Distribution Report view.
Here you'll find a detailed breakdown of all leads distributed to this client.
You can filter the report by Lead Type and Delivery Date to zero in on specific time periods or verticals.
Delivery Settings Tab
This tab contains additional settings that fine-tune how and when leads are delivered to this specific client.
Delivery Priority: Set a numeric priority for this client when your automation uses priority-based routing. Lower numbers mean higher priority.
Delivery Account Automation: Choose the automation method for this Client account: Price Priority, Round Robin, etc.
Delivery Group: Assign this client to a Delivery Group for coordinated routing across multiple clients.
Use Tier Delivery: When enabled, this allows the client to be scanned multiple times for different Delivery Accounts (useful when a client has multiple tiers or teams).
User Assigned: Assign a specific user within your organization to manage this client.
Limit by Percentage of Qualified Leads: Restrict delivery based on the percentage of leads that qualify, rather than hard caps. You can set limits by Hour, Day, Week, Month, or Year.
Notify when a lead is deleted or removed: Toggle this on to automatically email the client when a lead that was delivered to them is later removed from the system.
Removal Contact Name & Email: Specify who should receive these notifications.
Contact Tab
This section holds the client's basic contact information. Note that this is completely independent from any contact details used in Delivery Methods; it's purely for your internal reference and billing communication.
Available fields include:
Country
Address & Address 2
City
State (U.S. states only)
Zip Code
Alternate Phone
Mobile
Fax
Client Portal Tab
This is where you configure your client's access to the Lead Portal, along with their permissions and security settings. The tab is divided into two subtabs:
Login / Multiple Factor Authentication Subtab
Lead Portal URL: A read-only field showing your client's portal address.
Email Portal Login Information: Clicking this opens an email composer pre-filled with the portal credentials you've set up, making it easy to send login details to your client.
Username & Password: Set your client's login credentials.
Password Requirements are configured globally under Settings > Account Settings > Security. Any changes there will apply to both LeadExec and the Lead Portal.
Multiple Factor Authentication: You can require MFA and specify whether to use Mobile Number or Email for verification codes.
Permissions Subtab
Control exactly what your client can see and do within their portal:
Show Lead Source: Allow the portal user to see which source a lead came from.
Show Campaign: Display the campaign name associated with each lead.
Show Lead Grade: Make the lead grade visible to the client.
Allow Click-to-Call: Enable outbound calling from the portal using a SIP-based phone.
Allow Lead Reassignment: Let portal users reassign leads to different clients.
Limit Reassignment: Restrict reassignments only to clients that the logged-in user is authorized to access.
Show Delivery Details: Choose whether to display details about the request, the response, or both for each delivery method. This is useful for troubleshooting with technically savvy clients.
Other Information Tab
Use this section for any additional notes or details that don't fit elsewhere:
Internal notes about the client's setup
Additional points of contact
Company website URL
International phone number (if applicable to your client)
Orders Tab
From this tab, you can manage any orders your client has placed (or that you've created on their behalf):
Create, edit, or apply payments to orders.
Filter the list by date range and order status.
This gives you a centralized view of the client's purchasing activity.
Billing Tab
The Billing tab is your hub for all financial interactions with this client. It's divided into three subtabs:
Invoices
Create, edit, or apply payments to invoices, whether or not they're tied to an existing order.
Filter invoices by status to quickly find what you need.
Payments
View all payments made by this client.
Reverse payments if needed (with appropriate permissions).
Payment Methods
View, add, or remove payment methods on file.
Set a primary payment method for automatic billing.
Notes Tab
A simple, open-text editor where you can add any notes relevant to this client for future reference. Whether it's a reminder about a special arrangement, a record of conversations, or internal instructions, this is the place to keep it.
And that's it! You now have a solid understanding of the many options available within your Client Profile. From fine-tuning delivery behavior and managing portal permissions to handling orders and billing, these settings give you complete control over your client relationships.
Are you ready for the next step? Let's move on to testing your entire setup to ensure everything works as expected before going live.