LeadExec

From the Distribution screen, you can open details about a specific lead, or you can open the client to whom a specific lead was sent.

From the Distribution screen, select any lead

- "Open Client" in the main toolbar or
- Right-click the lead and select "Open Client"

1. From the Distribution screen, select any lead
2. Choose either:
 - "Open Client" in the main toolbar or
 - Right-click the lead and select "Open Client"

This view is your gateway to everything Client Account-related, with a full and comprehensive view of your client's setup:

Update account Status and Client Group

- ⚙️ Gear icon: Hover over the Status dropdown to view this icon, which will take you to the Client Options for additional status settings

- Edit contact details
- Update account Status and Client Group
 - ⚙️ Gear icon: Hover over the Status dropdown to view this icon, which will take you to the Client Options for additional status settings

This section will provide you with confirmation that each Delivery Account is fully set up for automated delivery. • Client Status → must be set to Active • Delivery Method → should be configured &amp; enabled • Delivery Schedule → a valid delivery schedule must be enabled in the Delivery Account • Delivery Account status → must be set to Open • Order → if the order feature is enabled at the Delivery Account-level, an active order must be linked to it

- View delivered leads by timeframe
- Customize with drag-and-drop columns
- Allows you to filter as needed

Set delivery priority (for Priority Automation)

- Account automation type
- Delivery group
- Assigned user

Toggle Tier Delivery for multi-Delivery Account scanning for this client

Enable and set a lead delivery percentage limit

Enable and manage lead removal notifications 

- Set delivery priority (for Priority Automation)
- Configure:
 - Account automation type
 - Delivery group
 - Assigned user
- Toggle Tier Delivery for multi-Delivery Account scanning for this client
- Enable and set a lead delivery percentage limit
- Enable and manage lead removal notifications

- Add secondary info:
  - Address
  - Alternate/Mobile/Fax numbers

Enable Multi-Factor Authentication (MFA)

Send your Client's Portal access link and credentials over email

Control permissions &amp; delivery detail visibility

- Set login credentials
- Enable Multi-Factor Authentication (MFA)
- Send your Client's Portal access link and credentials over email
- Control permissions &amp; delivery detail visibility

- Add comments
- Store:
  - Website URL
  - International phone

- Create/edit orders
- Update statuses
- Apply payments

- View/create invoices
- Process payments
- Manage Portal-submitted invoices

This section allows you to manage and setup your Client's Delivery Accounts, Delivery Methods, and Distribution Assignments Please visit our available knowledge articles for each section for detailed information on how to manage each of these sections:

•<a href="https://leadexechelp.clickpointsoftware.com/en/articles/6160078-adding-a-new-client-part-ii-delivery-methods"> Adding a New Client Part II - Delivery Methods</a>

• <a href="https://leadexechelp.clickpointsoftware.com/en/articles/6140447-adding-a-new-client-part-iii-delivery-accounts">Adding a New Client Part III - Delivery Accounts</a>

Easily access and manage client information from the Distribution Screen

Distribution - Viewing Your Client Information

©Copyright ClickPoint Software

No tickets or conversations found

Try selecting a different creation date range.

Tickets and conversations you've started through the messenger will appear here.

No tickets or conversations created by you

Try using different keywords or checking for typos.

Try selecting a different update date range.

Find answers and get help from Intercom Support and Community Experts

Conversations you've started through the messenger will appear here.

No conversations created by you

No conversations found

AI title

Title

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Empty Help Center

Uh oh. That page doesn’t exist.

Home

Search results

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.

No tickets created by you

No tickets found

Conversations and tickets in {topic}

Conversations and tickets in {topic} // {subtopic}

Volume, creators and topics for your company.

Insights

Top creators

AI topics

Track the progress of all tickets and conversations related to your company.

Customer Portal.

Track the progress of all tickets related to your company.

Tickets portal.

{assigneeName} needs more information from you

Tickets

No access to tickets portal

Search

Skip the search. Describe what you’re trying to do and get a grounded answer.

Browse articles and guides in this topic.

Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

Prototype answer unavailable

I’ve got this page open. Ask me anything about it and I’ll answer from the docs.

Distribution - Viewing Your Client Information

Overview

How to Access

Client Profile Sections

General Information

Automation Checklist

Distribution Report

Delivery Settings

Contact

Client Portal

Other Information

Orders

Billing

Notes

Delivery Settings