Overview
LeadExec provides five distribution methods to automate lead assignment:
Price: Prioritizes highest-bidding clients
Weighted: Allocates leads proportionally to assigned weights
Percentage: Distributes fixed lead shares within timeframes
Round Robin: Cycles leads sequentially between clients
Priority: Follows predefined client ranking (e.g., 0 = highest, then 1, 2, 3, etc.)
You can also chose to have a Secondary Automation type as a tiebreaker between clients if the system cannot decide which client to select based on primary automation alone.
Note that in the event that 2 or more clients have the same distribution order and the Secondary Automation type cannot function as a tiebreaker either, the order in which they were entered into LeadExec will determine which client has the highest priority
How Each Method Works and How to Configure
Access the Distribution Settings:
Navigate to Settings > Client Settings > Distribution
Select your Default Automation
Configure type-specific settings based on your requirements:
Method | Action |
Price | Toggle Price Optimization → "Yes" |
Priority | Click Configure Automation Settings → Set priority values (e.g., 0 = highest, then 1, 2, 3, etc.). You can even use negative values, such as -1 or -2, for ultra-high priority; however, 0 is the recommended top level for consistency. |
Weighted | Click Configure Automation Settings → Assign weights → Select Base Automation Type |
Percentage | Click Configure Automation Settings → Set percentages → Select Base Automation Type |
GeoLoation | No additional configuration required |
Round Robin | No additional configuration required |
Select your Secondary Automation
Different Types of Automation:
Price Automation
The system ranks clients by bid price (highest to lowest)
Leads are delivered to top-bidding active clients
You can also choose to use Price Optimization. This will have the system either separate the shared and exclusive clients' pricing to determine which would generate the highest revenue or pool them all when scanning and go with the highest bidder instead.
Note: Price automation does not have any automation preferences
Priority Automation
The priority distribution in LeadExec allows you to control which clients receive leads first based on numerical values.
Assign numerical priority: A lower number represents a higher priority, where 0 is the highest.
The system will scan clients in priority order, starting from the lowest number and moving upward (for example, 0 → 1 → 2 → 3, and so on).
In some configurations, it’s even possible to assign negative values (e.g., -1, -2) to make certain clients receive leads before those with priority 0, although it’s generally recommended to keep 0 as the highest priority for consistency and ease of management.
During lead distribution, the system delivers leads to the highest-priority available client first before moving down the list.
Round Robin
LeadExec maintains a rotation sequence (e.g., client A → B → C → A → B...)
Each new lead goes to the next client in the cycle.
Example with 3 clients:
Lead 1 → A | Lead 2 → B | Lead 3 → C | Lead 4 → A and so on
Note: Round robin automation does not have any automation preferences
Weighted Distribution
Assign weights to your clients (e.g., Client A=2, Client B=1)
Assign weight values to each client. Any active client without an assigned weight will be excluded from the distribution, so ensure all clients have weights.
A recommendation would be to distribute a total of 1,000 weight points across all clients. These points determine how leads are shared based on priority, clients with more points receive a greater share of leads.
For example, with five clients, you might assign: Client A: 400, Client B: 250, Client C: 200, Client D: 100, Client E: 50. The total must add up to 1,000.
Percentage-Based Distribution
Set percentage allocations for each client (for example, Client A = 40%, Client B = 60%).
The system will enforce these percentages within a specified timeframe, similar to how weighted distribution works.
You can customize the timeframe and other options within the "Configure Automation Options" dropdown.
Geolocation
The clients are ordered based by the distance from the lead record. (e.g., Client A=3 miles away from address in record, Client B=10 miles away from address in record)
Client Parallel Processing
Client Parallel Processing in LeadExec allows the system to process your clients synchronously during the scanning for eligible clients before moving ahead with distribution. If this feature is disabled, the system will process the leads synchronously with the scanning process, which may affect how quickly and efficiently leads are distributed to clients. This setting can be adjusted within the client distribution configuration options.
Email Tracking
When enabled, this setting allows the system to track and report on email delivery performance. It monitors whether an email was successfully delivered, opened, or had any links clicked. It will also flag emails as rejected if they bounce or are blocked.
If disabled, the system will treat all email sends as successful, which may be misleading—especially if email is your client's only/main delivery method.
Apply Client Locking
When enabled, this setting prevents simultaneous delivery attempts to the same client. The system will wait for any ongoing delivery attempts to finish before starting a new one.
This can be helpful if you're working with a smaller client base and want to ensure more efficient and controlled delivery handling.
Troubleshooting
Issue: Distribution not following expected order
Solution:
Confirm Save Settings was clicked after configuration
Verify clients are active and not paused
Review how the secondary prioritization is affecting delivery (e.g., priority ranks moving certain clients up for more immediate delivery)
For Weighted/Percentage: Ensure total ≠ 0% and a tiebreaker priorization is set
Issue: Clients receiving unequal shares in Round Robin
Solution:
Check for recent client additions/removals (resets sequence)
Confirm all clients have available delivery capacity or haven't hit their hourly/daily/weekly max deliveries
Issue: Priority ranks being ignored
Solution:
Verify your priority ranks are accurately tiered based on your requirements
Review how the secondary prioritization is affecting delivery
Review that your client hasn't hit their hourly/daily/weekly max deliveries
Not that because of the level of nuance allowed by the system, it's important to understand how different primary and secondary priorizations work with one another, as well as how specific Delivery Account criteria, schedule, and quantity settings come into play.