LeadExec Release Notes 2023

Added custom authentication option to delivery methods.

Updated delivery method email templates to require a subject line.

Updated the outbound ping report to include lead source and campaign columns.

Fixed a bug to fix an issue around client portal login.

Fixed a bug causing the export/import function to not work as expected in campaigns.

Fixed a display bug causing issues with adding clients to exclusive groups.

Fixed an error relating to new orders created in the client details screen

Fixed a display issue causing percentage values to not display correctly in the client portal.

Fixed a UI issue causing some menu options to not display as available when selecting leads from multiple lead sources.

Fixed an issue that caused logos to not display correctly in client portal authentication emails to clients.

Made a system update to allow for international user settings.

Added a new chatbot feature for use with websites to interact with visitors to create leads using AI.

Fixed an issue that caused the system to only allowed a single country to be used as criteria on campaigns.

Fixed a UI issue that didn't allow for DNC numbers to be removed from the DNC list.

Made a system update to add a Province system field

Added new functionality to delivery groups that allows group exclusivity and send count overrides.

Added functionality to allow for Canadian credit card processing.

Made improvements to the telephone lookup functionality of the lead grading system

Fixed an issue causing concatenation field mappings not to save correctly.

Fixed an issue causing the plain HTML editor to not display correctly in email delivery methods.

Made an update to the Ping Order screen to add the Request ID field to the screen column chooser.

Made an update to the Ping Order screen to add the ping response to the View Request module detail information.

Made a UI update to fix an issue causing an error when accessing the View User Assigned popup on the Permissions page.

Made a UI update to fix an issue causing a “No Audio Recording Found” message when clicking the Listen to Call option in the right-click menu on the Lead List screen.

Fixed an issue causing delivery schedules and values mappings to not copy over in delivery methods when using the export/import function.

Fixed an issue in the ClickPoint Integration delivery method type, not allowing users to adjust account connection settings.

Made a UI update to fix an issue causing State lead field values not to populate as expected in the lead list screen of the client portal.

Made an update in the web UI allowing JSON delivery as an option in delivery method OAuth settings.

Updated the IVR system to mark leads delivered without call transfers as callbacks.

Made an update allowing client group delivery methods to be available in the delivery dropdown when creating a new delivery account in the web UI.

Fixed a display issue in the web UI, causing the system to limit the number of campaigns that can be displayed on the lead source details page.

Fixed an issue causing an error message when trying to access permission settings in the web UI.

Fixed an issue that only allowed URL-encoded requests to be sent in the ping of ping post delivery methods created in the web UI.

Fixed an issue causing an error when creating a new client set to"Active."

Fixed an issue causing an error message when using the import tool on client groups.

Fixed an issue causing the remaining total to not display in the Orders screen of the web UI.

Fixed issue with lead field data not saving in certain instances when using the Add Lead function in the web UI.

Client portal login info not passing correctly when using the Email Credentials function, and the password contains the less than or greater than symbols.

Added a new AI feature for lead field validation and profanity filtering in LeadExec web.

Added a new pre-ping dupe check option to the lead receiver.

Fixed an issue causing IVR call recording to not display correctly in the client portal.

Added a new feature to manually enter a new lead in the lead list screen in LeadExec web.

Fixed an issue causing the automation checklist to error in LeadExec web.

Fixed an issue causing permissions to not work as expected in certain cases.

Added improvements to the IVR system.

Ping receiver optimization.

Fixed an issue causing IVR leads to deliver when a call was not connected.

Fixed an issue causing discrepancies in some delivery method lead delivery schedules.

Added Zapier integration page to LeadExec web.

Updated the Ping Order report to provide additional lead field columns for reporting. The added fields can be found in the column chooser.

Added functionality to allow duplicates from the same lead source to be appended.