Client Groups can be used to group existing clients in your system to control delivery. With client groups you can

  • Send leads to Clients while having only 1 method.

  • Assign multiple clients to 1 delivery.

Select the clients tab

To begin setting Client Group, select Clients.
Then, select Client Groups.

Click New

Creating a new client group

Client Group Details.

Inside your Client Group you can assign:

  • Default Delivery – This will be the main delivery method your clients use when assigned to a client group. This is set up like a normal client delivery. (Please refer to Setting Up Client Delivery for more details)

  • Force Delivery – This will force the delivery of a lead and will over ride the default delivery. (Please refer to Setting Up Client Delivery for more details)

  • Delivery Overrides – These can be assigned to override the default delivery to a client if certain criteria is met.

  • Customize Company News – Allows you to customize the news section for clients in this group (Reset Company News will clear out existing company news)

Setting up Delivery Overrides

Set up an override

To set up an override, click on the add button. This will populate a normal delivery method setup however with one difference. You can now add criteria.

Adding Criteria to Overrides

Adding criteria

To add criteria to an override delivery, click on the Criteria Settings tab. This will populate a screen for you to select criteria.

To add criteria, click on the add button, select the lead field you want to run criteria on, input the value and click OK.

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