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Lead List - How to Manually Send Leads
Lead List - How to Manually Send Leads

Manually send leads to clients from your lead list.

Gabriel Buck avatar
Written by Gabriel Buck
Updated this week

There are three ways to manually send leads from the Lead List screen: Run Automation, Find Client, and Send to Client.

Run Automation:

You can access the Run Automation feature by selecting Options in the top menu of the Lead List screen or by right-clicking on the lead and choosing Run Automation from the popup menu. This feature allows you to process the lead for delivery through automation.

Find Client:

By using Find Client, the system will scan all clients' delivery accounts to find clients that have criteria that match the lead. The results will also include clients who do not have automation selected for their delivery accounts, yet whose criteria match.

To access the Find Client feature, you can either select Options from the top menu on the Lead List screen or right-click on the lead and choose Find Client from the popup menu. Once you've selected Find Client, the system will scan your client list and return a list of all eligible clients for that lead. You can then click the Send icon to deliver the lead to your chosen client.

Send to Client:

The "Send to Client" option enables manual lead delivery to clients, bypassing client-specific criteria such as delivery account requirements, quantity limits, and delivery schedules.

To access the Send to Client feature, you can either click on Options in the top menu of the Lead List screen or right-click on the lead and choose Send to Client from the popup menu. When you select Send to Client, a popup window will appear where you can choose your delivery options and then click the Send button to deliver the lead to your client.

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