The LeadExec order system offers a comprehensive range of customizable settings, allowing you to tailor each order to your client's specific requirements. Orders can be based on either quantity or dollar amount, and can also include start and end dates. It is important to note that delivery accounts must have the setting Require Order enabled for the system to apply leads to an order.

When creating a new order, the system generates a popup window where you can configure its primary settings.

Name: Name the order.

Status: Set the status of the order. Orders must be set to Active to receive leads

Description: Brief description of what this order is for.

Start Date: Start date for the order to begin

​End Date: The end date setting is used for time-based orders. This would be used for clients who want to purchase leads monthly.

Renewal Method: Based on the order type, orders can be set to renew On Fill when either the lead quantity or dollar limit has been reached. Orders can also be closed by end date when that setting is being used. You can also choose the default setting of No Renewal if the order should not renew.

Delivery Account: Orders can be tied to either all delivery accounts or one-to-one with a single delivery account.

Order Type: Here you will set whether the order will be based on lead quantity or a set dollar amount.

Depending on the Order Type, the system will then allow you to set either the quantity amount or the dollar amount of the order.

Once you've completed this part of the configuration, click "Create," and the system will display the order details with more available options.

The first section of the General tab displays the primary settings of the order created in the previous popup window, where you can make any necessary changes.

Here, you also have three settings that are often used: Auto Charge, Generate Invoice, and Max Return Percentage.

Auto Charge: Automatically process charge for any remaining amount due on the order, or process an initial charge when order is renewed before it is started.

Generate Invoice: Automatically generate invoices when processing automatic payments.

Max Return Percentage: Set the amount of leads you are willing to accept as returns from your clients.

The items tab displays the order of item(s). Each item contains the settings relating to the order's properties, Item Type, in this case Reserve Dollar Bank, Total Price, and Dollar Item Fill Limit.

Item Type: Sets whether the order is based on dollar amount or quantity.

Total Price: Total price of the order for dollar based orders.

Dollar Item Fill Limit: This setting is essential for dollar based orders that renew. In many cases, leads will be sold at different price points to a client, either due to the client having multiple delivery accounts at different price points or the leads are being sold to Linet via ping post. This setting allows you to set a threshold for the system to know when to renew the order. For example, if an order is set at $200 and the Dollar Item Fill Limit is set to $12, the system will renew the order once the threshold of $188 is reached. The system will then credit any remaining balance to the payment of the renewed order.

Lastly, you can Apply a Payment to any Order. The selections for Apply Payment are the following:

Any payments toward the order will be displayed on this screen as well.

The first section of the General tab displays the primary settings of the order created in the previous popup window, where you can make any necessary changes.

Here, you also have three settings that are often used: Auto Charge, Generate Invoice, and Max Return Percentage.

Auto Charge: Automatically process charge for any remaining amount due on the order, or process an initial charge when order is renewed before it is started.

Generate Invoice: Automatically generate invoices when processing automatic payments.

Max Return Percentage: Should returns be limited to the specified percentage?

The items tab displays the order of item(s). Each item contains the settings relating to the order's properties, Item Type, in this case, Lead Quantity, Quantity, and Per Lead Price.

Item Type: Sets whether the order is based on dollar amount or quantity.

Quantity: Specify the quantity of leads being ordered.

Price Per Lead: Set a per lead price including discounts. Leaving this setting blank will default to the price set on the delivery account.

Lastly, you can Apply a Payment to any Order. The selections for Apply Payment are the following:

Any payments toward the order will be displayed on this screen as well.