Overview
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.
How to Access
From the Distribution screen, select any lead
Choose either:
"Open Client" in the main toolbar or
Right-click the lead and select "Open Client"
Client Profile Sections
This view is your gateway to everything Client Account-related, with a full and comprehensive view of your client's setup:
General Information
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
Automation Checklist
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 & 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
Distribution Report
View delivered leads by timeframe
Customize with drag-and-drop columns
Allows you to filter as needed
Delivery Settings
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
Contact
Add secondary info:
Address
Alternate/Mobile/Fax numbers
Client Portal
Set login credentials
Enable Multi-Factor Authentication (MFA)
Send your Client's Portal access link and credentials over email
Control permissions & delivery detail visibility
Other Information
Add comments
Store:
Website URL
International phone
Orders
Create/edit orders
Update statuses
Apply payments
Billing
View/create invoices
Process payments
Manage Portal-submitted invoices
Notes
Add client-specific notes
Delivery Settings
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: