The Client Delivery Method is one of the most vital components of LeadExec. You have complete control over the technical way your leads are delivered to your buyers from this part of the system.
Delivery Types: Below are the delivery method types available in LeadExec. Follow the links below for specific instructions on configuring each delivery method type.
SMS Notification: Delivers the lead details in the body of an SMS text message template.
CSV Attachment: Delivers individual leads in a CSV file attachment via email.
Batch Delivery: Scheduled delivery designed to send all leads received during a set time frame via email with an excel or CSV attachment.
ClickPoint Integration: Bidirectional delivery to ClickPoint.