Overview
This method enables clients to receive leads exclusively through the Client Portal, which acts like a micro-CRM for access and management. Leads delivered through other methods are also viewable in the portal, ensuring a unified client experience.
Key Functionality
Create Delivery Method Quickly
Use the Create button within Delivery Methods to launch the setup for this delivery type.Delivery Type Selection
Choose Lead Portal as the delivery type to direct leads into the portal only.Immutable Lead Type Assignment
Select the applicable Lead Type, note that once configured, this cannot be changed.Environment Support
Set up a Testing environment if the client provides a separate endpoint for safe testing.Seamless Setup Flow
After your selections, click Create to proceed to the General settings tab for further configuration.
How to Use This Feature
Access Delivery Methods
Navigate to the Delivery Methods section in LeadExec.Click Create
Select the Create button in the upper left-hand corner to open the setup pop-up.Configure Delivery Method
Enter a descriptive Description for the method.
Choose Lead Portal as the Delivery Type.
Select the relevant Lead Type (note: it's permanent once created).
Choose Environment as Production or Testing based on your readiness.
Finalize Setup
Click Create to continue to the General settings tab and complete any additional configurations.
Best Practices
Clear Labeling
Use descriptive names for delivery methods to keep your system organized, e.g., "Client X Portal Delivery."Maintain Lead Type Consistency
Since the Lead Type cannot be changed post-creation, ensure it is accurate at setup to prevent rework.Keep Delivery Methods Clean
Remove or disable unused or outdated portal delivery methods to avoid confusion and streamline admin workflows.
Troubleshooting
Delivery Method Not Appearing
Ensure you have clicked Create and completed the General tab settings to activate it.Incorrect Lead Type Selection
If the wrong Lead Type was assigned, you must recreate the delivery method with the correct type.Client Portal Receiving No Leads
Confirm the delivery is active and assigned to the correct client, also check if portal permissions are configured correctly (via Portal Permissions settings).
Next article: Portal Permissions >