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Client List - Adding a New Client (Basic Info) Part I
Client List - Adding a New Client (Basic Info) Part I

Overview of adding new clients to the system and then setting up basic functions for client delivery.

Gabriel Buck avatar
Written by Gabriel Buck
Updated over a week ago

To begin setting up clients, go to the left-hand navigation under Client List, and select Create to launch the client setup wizard.

From the Contact Information tab, you will add the Company Name, First Name, Last Name, Email, Status, and Client Group.

You have several Client statuses to choose from, which include New, Pending, Working, Waiting, Dead, Inactive, Active, Late, Suspended, and Closed. To make a client Active, select Active when you are ready to start delivering leads.

The Client Delivery Method tab is one of the most vital components of LeadExec. You have complete control over the technical way your leads are delivered to your buyers from this part of the system.

From the Portal Login Information, you will be able to assign usernames and passwords for your clients.

From the Delivery Account screen, you can select the channel, give the Delivery Account a name, set a Default Price for your leads, select whether or not you will have Criteria, make the leads exclusive, and set if orders are required.

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