Exclusive Groups allow a Lead Source Campaign to deliver to a specific set of clients contained in an Exclusive Group. Once you create an Exclusive Group, the LeadExec user can assign clients to that group. Exclusive Groups are relevant when routing leads from web forms to be directed to a single buyer, client, or sales team.

You can set up Exclusive Groups in your LeadExec system under the Lead Sources, then proceed to Groups, then Exclusive.

To add a new group, click the Create button in the menu. This will open the Exclusive Group details menu.

You will then give the Exclusive Group a Description name. For example, imagine we are sending Exclusive leads to a group of three branches that receive mortgage leads from you.

You will then set a Send Preference of

  • Limit sending to only one item in the group

  • Allow sending to multiple items in the group

To apply an Exclusive Group to a Campaign, go to the Lead Source tab and open the desired Lead Source. Go to the Source Campaigns option and open the selected campaign. Then click on Additional Options at the bottom of the left side menu. Once on that screen, find the Exclusive Options section.

Now, when a lead is received from a Lead Source tied to that group, the system will only deliver to one client located within that group and will ignore all other clients located in the system.

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