LeadExec

This article will assist users on using LeadExec's newest feature: The Lead Type Library!

The Lead Type Library allows users the ability to preview and choose from many different lead types used in the LeadExec system. This will assist users looking to start buying and selling new types of leads but are unsure of what fields to capture! 

1. To begin, click on the Settings section located on the top bar of LeadExec.

To begin, click on the Settings section located on the top bar of LeadExec.

2. Click Lead Types located on the left navigation bar inside of LeadExec.

Click Lead Types located on the left navigation bar inside of LeadExec.

3.Click New to pull up the Lead Type Library window.

Click New to pull up the Lead Type Library window.

4.Select the Industry that of the Lead Type you wish to create. (You can also search for a term in the Search box!)

Select the Industry that of the Lead Type you wish to create. ( You can also Search for a term in the Search box!)

5. LeadExec will load all lead types tied to the industry type you select. Select a lead type and preview the fields to make sure that it fits exactly what you are looking for.

LeadExec will load all lead types tied to the industry type you select. Select a lead type and preview the fields to make sure that it fits exactly what you are looking for.

6. Once you have found the lead type you wish to use click Create this will pop up the lead type Editor.

Once you have found the lead type you wish to use click Create this will pop up the lead type Editor.

7. Once you make sure the Lead Type description and Industry are set to your liking click Save. You are now ready to use this Lead Type!

Add a lead type from the library and save tons of time spent manually updating your lead type