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How to Enable Lead Delivery Automation
Utilize automation to deliver leads to clients or branches in real-time
Gabriel Buck avatar
Written by Gabriel Buck. Updated over a week ago

In order for leads to be automatically delivered to your clients, LeadExec requires that automation be enabled.

To enable automation on your clients delivery account follow these steps:

Step 1: Go to Clients and then select Client List.

Navigating to client list.

Step 2: Select the client you wish to enable automation on and click Open.

Selecting a client.

Step 3: Click on Delivery Accounts.

Selecting delivery accounts.

Step 4: Select the delivery account you wish to enable automation on and click Modify.

Modifying the delivery account.

Step 5: Click Delivery Options, then under Automated Delivery set the value to "Yes"

Go to delivery options and set automated delivery to yes.

Step 6: Click Save.

Click save.

You have just enabled automation for this delivery account, allowing leads to flow automatically to this delivery account and the delivery method tied to it!

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