LeadExec

The buyer delivery method is one of the most vital components of LeadExec. From this part of the system, you have complete control over the technical way your leads are delivered to your buyers.

Below are the delivery method types available in LeadExec. Follow the links for specific instructions on configuring each delivery method type.

Webhook: <a href="https://leadexechelp.clickpointsoftware.com/en/articles/6203446">Deliver leads in HTTP POST, HTTP GET, JSON and XML formats.</a>

Ping-Post: <a href="https://leadexechelp.clickpointsoftware.com/en/articles/6214189">Delivers partial lead details to the buyer, allowing them to bid on the lead.</a>

Email: <a href="https://leadexechelp.clickpointsoftware.com/en/articles/6210092">Delivers the lead details in the body of an email template with a portal link.</a>

SMS Notification: <a href="https://leadexechelp.clickpointsoftware.com/en/articles/6214597">Delivers the lead details in the body of an SMS text message template.</a>

FTP: <a href="https://leadexechelp.clickpointsoftware.com/en/articles/6210034">Provides the ability to drop a CSV file to an external FTP server.</a>

CSV Attachment: <a href="https://leadexechelp.clickpointsoftware.com/en/articles/6210417">Delivers individual leads in a CSV file attachment via email.</a>

Batch Delivery: <a href="https://leadexechelp.clickpointsoftware.com/en/articles/6214559">Scheduled delivery designed to send all leads received during a set time frame via email with an Excel or CSV attachment.</a>

SalesExec Integration: <a href="https://leadexechelp.clickpointsoftware.com/en/articles/6203837">Bidirectional delivery to SalesExec.</a>

Lead Portal: <a href="https://leadexechelp.clickpointsoftware.com/en/articles/6214641">Provides the ability to deliver the leads directly to the buyer's lead portal.</a>

- Webhook: <a href="https://leadexechelp.clickpointsoftware.com/en/articles/6203446">Deliver leads in HTTP POST, HTTP GET, JSON and XML formats.</a>
- Ping-Post: <a href="https://leadexechelp.clickpointsoftware.com/en/articles/6214189">Delivers partial lead details to the buyer, allowing them to bid on the lead.</a>
- Email: <a href="https://leadexechelp.clickpointsoftware.com/en/articles/6210092">Delivers the lead details in the body of an email template with a portal link.</a>
- SMS Notification: <a href="https://leadexechelp.clickpointsoftware.com/en/articles/6214597">Delivers the lead details in the body of an SMS text message template.</a>
- FTP: <a href="https://leadexechelp.clickpointsoftware.com/en/articles/6210034">Provides the ability to drop a CSV file to an external FTP server.</a>
- CSV Attachment: <a href="https://leadexechelp.clickpointsoftware.com/en/articles/6210417">Delivers individual leads in a CSV file attachment via email.</a>
- Batch Delivery: <a href="https://leadexechelp.clickpointsoftware.com/en/articles/6214559">Scheduled delivery designed to send all leads received during a set time frame via email with an Excel or CSV attachment.</a>
- SalesExec Integration: <a href="https://leadexechelp.clickpointsoftware.com/en/articles/6203837">Bidirectional delivery to SalesExec.</a>
- Lead Portal: <a href="https://leadexechelp.clickpointsoftware.com/en/articles/6214641">Provides the ability to deliver the leads directly to the buyer's lead portal.</a>

These tabs work the same way in each delivery method, so each has one article:

<a href="https://leadexechelp.clickpointsoftware.com/en/articles/6203495">Field Mappings Tab</a>

<a href="https://leadexechelp.clickpointsoftware.com/en/articles/6203632">Retry Settings Tab</a>

<a href="https://leadexechelp.clickpointsoftware.com/en/articles/6214648">Portal Permissions Tab</a>

<a href="https://leadexechelp.clickpointsoftware.com/en/articles/6203641">Delivery Schedule Tab</a>

<a href="https://leadexechelp.clickpointsoftware.com/en/articles/6203666">Notifications Tab</a>

<a href="https://leadexechelp.clickpointsoftware.com/en/articles/6210115">Delivery Settings Tab</a> (Email, CSV Attachment and Batch Delivery)

- <a href="https://leadexechelp.clickpointsoftware.com/en/articles/6203495">Field Mappings Tab</a>
- <a href="https://leadexechelp.clickpointsoftware.com/en/articles/6203632">Retry Settings Tab</a>
- <a href="https://leadexechelp.clickpointsoftware.com/en/articles/6214648">Portal Permissions Tab</a>
- <a href="https://leadexechelp.clickpointsoftware.com/en/articles/6203641">Delivery Schedule Tab</a>
- <a href="https://leadexechelp.clickpointsoftware.com/en/articles/6203666">Notifications Tab</a>
- <a href="https://leadexechelp.clickpointsoftware.com/en/articles/6210115">Delivery Settings Tab</a> (Email, CSV Attachment and Batch Delivery)

To create your first delivery method, see <a href="https://leadexechelp.clickpointsoftware.com/en/articles/13730444">Getting Started - Delivery Methods: Creating a New Delivery Method</a>.

Details on the available delivery types in LeadExec

Delivery Methods Overview

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Delivery Methods Overview

Delivery types

Tabs shared by every delivery method