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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 month ago

Overview

Your Client Settings – Options enable advanced configurations per client in LeadExec. These settings impact how clients interact with the Portal, lead delivery behavior, and pricing or return logic. You can adjust settings such as group exclusivity, pricing overrides, portal access, duplicate handling, and global return policies. Navigate here via Settings → Client Settings → Options.

Key Functionality

  • 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.

How to Use This Feature

  1. Access the Client Options Screen
    Go to Settings → Client Settings → Options in the LeadExec system menu.

  2. Configure Group Delivery Exclusivity
    Toggle Apply Groups as Criteria to either enforce exclusive delivery within a client group or not.

  3. Manage Price Override Permissions
    Enable or disable Allow Confirm Price depending on whether you want to allow API-based price updates.

  4. Control Portal Access for Inactive Clients
    Enable Disable Access to Portal for Inactive Users to prevent inactive clients from logging in.

  5. Set Portal Link Expiry
    Define the number of days after which the emailed Client Portal link will no longer work.

  6. Define Force ID Mapping
    Set Delivery Force ID Mapping to the appropriate field for Force ID routing.

  7. Enable Duplicate Lead Distribution
    Toggle Route Duplicate Leads when you need duplicates to be delivered.

  8. Set Return Percentages
    Specify global defaults under Default Return Percentage on Delivery Accounts and Default Return Percentage on Orders. Adjust per client if needed.

Best Practices

  • Use Group Exclusivity Strategically
    Enable exclusive delivery settings for client groups where exclusivity is required to optimize lead management.

  • Guard Pricing Integrity
    Allow API-based price updates only if external systems are reliable and trusted.

  • Secure Portal Access
    Ensure that inactive clients are automatically blocked from accessing portals.

  • Improve Link Security
    Apply link expiration to portal access emails to minimize unauthorized access.

  • Maintain Data Flow Control
    Enable duplicate delivery if your workflow requires multiple submissions to be processed.

  • Keep Return Policies Consistent
    Set global defaults for return percentages to streamline lead return handling.

Troubleshooting

  • Group Exclusivity Not Working
    Verify whether Apply Groups as Criteria is correctly toggled for each client group.

  • Price Not Updating via API
    Double-check the API’s access and the setting for Allow Confirm Price is enabled.

  • Inactive Client Still Accessing Portal
    Make sure Disable Access to Portal for Inactive Users is turned on.

  • Email Links Not Expiring
    Confirm the days-to-expire field is correctly populated and saved.

  • Duplicate Leads Not Routing
    Enable Route Duplicate Leads, especially if duplicate content is expected and desired.

  • Return Percentages Inconsistent
    Review both default settings and individual client settings to ensure the correct values are applied.

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