LeadExec Release Notes 2022

Added Dollar Item Fill Limit setting to reserve dollar bank orders, providing the ability to set a threshold to fill an order.

Added functionality to orders to auto-invoice a client when an order is created.

Added functionality to charge an order when the order is created.

Added IVR call details to lead details page in LeadExec web and client portal.

Added Rev Share override settings to delivery account settings, allowing Rev Share to be set to a customized price or percentage on the client side.

Added functionality to the ping system, allowing pings to find a client based on only the criteria in the ping without having to match all criteria set on delivery accounts.

Added functionality to the ping system to scan all campaigns of a lead source when omitting the AID value in a ping.

Added the option to bypass the delivery queue to campaign settings.

Updated the client portal UI to allow CC and BCC on emails.

Added campaign export/import functionality.

Fixed an issue causing JSON and XML schemas to not function as expected in certain instances.

Fixed an issue causing Ping/Post posting instructions to not include the ping receiver endpoint and order ID information.

Fixed an issue causing the template window lead field dropdown in email and SMS delivery methods to not display properly.

Updated the client portal UI.

Added order system to the client portal, allowing clients to create their own orders using order forms.

Updated the revenue requirements functionality on delivery accounts to allow the feature to be used with both outbound ping/post deliveries and standard deliveries.

Added campaigns as a criteria option for delivery accounts.

Added a transaction history button in the order details window that will show a history of leads delivered and the remaining quantity/price remaining.

Added functionality for radius to postal code search for Canadian postal codes.

UI update for Ping Post posting instructions.

Fixed an issue that allowed rejected leads to be returned to the QC bin.

Added functionality to the lead receiver allowing users to prompt the system to run automation when updating a lead.

Fixed a issue causing the group total average time to open to display incorrectly in the Delivery Breakdown report.

Fixed a display issue causing leads to display by UTC date in the Ping Orders screen.

Updated live call transfer lead form display.

Fixed a display issue causing leads to display by UTC date in the Lead maximizer screen.

Added the field "StatusURL" to the lead receiver response. This allows lead sources to follow the provided link to view the status of a delivered lead.

Updated live call transfer lead form display.

Fixed a display bug in the Generate Test String window.

Fixed a bug causing criteria to not work as expected on some inbound PING requests.

Fixed a display bug causing the file details tab to not display in the FTP delivery method window.

Zapier App: Fixed a bug causing State field values to post incorrectly to Google Sheets in an outbound post.

Fixed an issue that caused the TCPA PDF print button to not work as expected.