Client groups can be used to group existing clients in your system to control delivery. With client groups, you can:
Send leads to clients while having only one method.
Assign multiple clients to a single delivery method.
Send leads to multiple endpoints based on criteria
To begin setting client groups, Select Client under the Groups submenu in the Clients section of the left-hand menu. Select "Create Group" and name your group.
Inside your client group you can assign:
Default Delivery – This will be the main delivery method your clients use when assigned to a client group. This is set up like a normal client Delivery. (Please refer to Setting Up Client Delivery for more details)
Force Delivery – This will force the delivery of a lead and will over ride the default delivery (Please refer to Setting Up Client Delivery for more details)
Delivery Overrides – These can be assigned to Override the Default Delivery to a client if certain criteria is met.
