LeadExec's topology editor allows users to create a hierarchy system with in its clients allowing one client to be able to see leads delivered to any clients assigned underneath it in the client portal.

Here is the view from the client portal of a client with clients underneath them:

Client list.

Note: Each folder is a different client. This client can see their leads but they cannot see its.

How to assign clients using the Topology Editor

Topology editor.

Click on the Topology Editor button:

  1. On the left side of you will see the client list current in your system. From here you can drag and drop the client to the location you wish for them to be under.

  2. Once this is complete the topology is set.

How to remove clients from their topology

Removing an assignment.

Click on the Topology Editor button:

  1. Select the client you wish to remove the assignment for

  2. Click Remove Assignment

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