Client Settings - Options

Update your client settings to provide detail on client lead delivery, return percentages, and other options pertaining to clients.

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

Your Client Settings Options allow you to turn on specific settings for clients inside of your LeadExec account. These are more advanced settings that pertain to your Client Portal, where a buyer can retrieve their leads, Client Delivery Group Settings, and other options.

These settings include:

  • Apply Groups as Criteria allows you to create exclusive deliveries within client groups. If this is enabled in a specific client group, it will be treated as exclusive to that client and will move to the next group.

    • Yes, make deliveries exclusive within a group

    • No, do not make deliveries exclusive within a group

  • Allow Confirm Price - this setting allows the API to return a price after the lead has been delivered. This price would override the price on the delivery account.

    • Yes, allow API calls to update the lead price

    • No, do not allow API calls to update the lead prices

  • Disable Access to Portal for Inactive Users - this setting will lock out any clients that are currently set as inactive from logging into the client portal.

  • Expire Portal Email Link - this setting will cause the email link to the client portal that is sent out in email deliveries to expire after the specified number of days.

  • Delivery Force ID Mapping sets which client field should be used when mapping a force id passed in with the post.

  • Route Duplicate Leads allows duplicate leads to deliver to your buyer after the original is sent.

  • Default Return Percentage on Delivery Accounts - You can set the default return percentage for all clients from this section. For instance, you might want a global 10% return percentage, and then adjust each client based on their use case or terms.

  • Default Return Percentage on Orders - For buyers that have orders, you may want to set a global return allowance for any buyer with an active order.

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