LeadExec

Occasionally, you may need to manually send a lead that was not delivered through automation. This can occur if a lead doesn't match any buyer's criteria automatically, or if a buyer updates their criteria and you wish to send them leads they missed out on. Manually sending leads ensures that they reach the appropriate buyer even when automation doesn't apply

To transfer a lead from the Distributions screen, right-click on the lead or use the Options menu from the main toolbar. When you select Transfer, follow these steps to send a lead to a buyer manually:

Select the Client Choose the buyer from the drop-down list and click Next.

Choose the Delivery Account Select the client's delivery account to which the lead will be sent.

Apply to Client's Order Decide whether to apply this lead to the new client's order.

Select Delivery Method Choose to send the lead via the client's delivery method or track it in the system as a delivery.

Review and Transfer Review the transfer information and click Transfer to complete the process.

1. Select the Client Choose the buyer from the drop-down list and click Next.
2. Choose the Delivery Account Select the client's delivery account to which the lead will be sent.
3. Apply to Client's Order Decide whether to apply this lead to the new client's order.
4. Select Delivery Method Choose to send the lead via the client's delivery method or track it in the system as a delivery.
5. Review and Transfer Review the transfer information and click Transfer to complete the process.

Access the Distributions Screen Navigate to the Distributions section in LeadExec.

Initiate Lead Transfer Right-click on the lead you wish to send manually or use the Options menu from the main toolbar.

Follow Transfer Steps Follow the steps outlined in the Key Functionality section to complete the manual lead transfer.

1. Access the Distributions Screen Navigate to the Distributions section in LeadExec.
2. Initiate Lead Transfer Right-click on the lead you wish to send manually or use the Options menu from the main toolbar.
3. Follow Transfer Steps Follow the steps outlined in the Key Functionality section to complete the manual lead transfer.

Verify Client Criteria Ensure that the lead matches the buyer's criteria before sending manually to maintain quality and relevance.

Document Manual Transfers Keep a record of manually sent leads for tracking and reporting purposes.

Use Automation When Possible Rely on automation for lead distribution to streamline processes and reduce manual intervention.

- Verify Client Criteria Ensure that the lead matches the buyer's criteria before sending manually to maintain quality and relevance.
- Document Manual Transfers Keep a record of manually sent leads for tracking and reporting purposes.
- Use Automation When Possible Rely on automation for lead distribution to streamline processes and reduce manual intervention.

Lead Not Appearing in Distributions Screen Ensure the lead has been processed and is available in the Distributions section.

Unable to Select Client or Delivery Account Verify that the client and delivery account are active and properly configured.

Transfer Button Unresponsive Check for any system issues or permissions that may be preventing the transfer

- Lead Not Appearing in Distributions Screen Ensure the lead has been processed and is available in the Distributions section.
- Unable to Select Client or Delivery Account Verify that the client and delivery account are active and properly configured.
- Transfer Button Unresponsive Check for any system issues or permissions that may be preventing the transfer

When you need to send a lead that missed being delivered by automation you will want to manually send this lead

Distribution - Manually Send Leads

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Distribution - Manually Send Leads

Overview

Key Functionality

Manual Lead Transfer Process

How to Use This Feature

Best Practices

Troubleshooting