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Adding a New Client Part IV - Orders

Create manual or automated orders

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

Overview

The LeadExec order system provides a comprehensive set of customizable settings, enabling tailored orders by quantity or dollar amount, including flexible start/end dates.
Note: Delivery accounts must have Require Order enabled to trigger order-based lead delivery.

Creating a New Order - First Steps

When you create a new order, a popup window appears where you configure the order's basic settings:

  • Name: Define a name for easy identification.

  • Status: Must be set to Active to begin receiving leads.

  • Description: A brief note on the order's purpose.

  • Start Date: The date lead delivery begins.

  • End Date: Used for time-based orders (e.g. monthly lead plans).

  • Renewal Method: Options include:

    • On Fill – renew automatically when quantity or dollar limit is reached

    • Close by End Date – stops at end date

    • No Renewal – manual renew only

  • Delivery Account: Linked to all by default or select specific ones.

  • Order Type: Choose between Lead Quantity or Dollar Amount, then enter the relevant amount.

Once configured, click Create to open the order in detail view.

Order Details: Dollar-Based Orders

General Tab

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 often used settings: Auto Charge, Generate Invoice, and Max Return Percentage.

  • Auto Charge: Automatically process payments on order creation or renewal.

  • Generate Invoice: Create invoices during auto-charge.

  • Max Return Percentage: Set the maximum percentage of leads that can be returned.

Items Tab

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 the order to be 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 because the client has multiple delivery accounts with different price points or when leads are being sold to the client 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.

Payments Tab

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

  • Check

  • Bank Transfer

  • Cash

  • Mobile Payment

  • Credit

  • Adjustment

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

Order Details: Quantity-Based Orders

General Tab

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

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

  • Auto Charge: Automatically process a charge at the start of a new or renewed order, or when the order is complete

  • 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 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.

Payments Tab

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

  • Check

  • Bank Transfer

  • Cash

  • Mobile Payment

  • Credit

  • Adjustment

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

Orders with Declined Payments

Sometimes, you will find your client's payment for an order is declined by the payment processing service. In this case, the system will set the order status to Pending. When the lead is in the Pending status, it will prevent the order from receiving leads and will provide the option to approve the order manually.

Approving Pending Orders

  1. Go to Orders tab in Client Details.

  2. Select the pending order and click Approve.

  3. You'll see an Auto Charge checkbox (enabled by default).

  4. Choose to retry payment; if it fails, the order stays pending.

    • Or, uncheck to reopen manually without reattempting payment.

Best Practices

  • Always set Require Order on delivery accounts for order-based delivery.

  • Choose the correct renewal method based on campaign duration.

  • Configure Max Return Percentage to align with client agreements.

Track payments and manual approvals promptly to maintain order flow.

Summary

Part IV completes the lead delivery process by enabling you to:

  • Create manual/auto orders

  • Define pricing, limits, and duration

  • Record payments and manage declined statuses

With Orders set up, you'll be ready to proceed to Invoices and finalize the client setup.

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