Getting Started
New to LeadExec? Learn how to tackle your initial setup confidently and efficiently
By Gerry1 author17 articles
Getting Started with LeadExecReview our easy-to-follow crumble path to get started with your LeadExec setup on your own.
Getting Started - Lead Type, Pt. 1: Creating a Lead TypeYour Lead Type defines the foundational data structure for every lead you'll handle. Setting this up is the key to getting high-quality, relevant leads and making every single one count.
Getting Started - Lead Type, Pt. 2: Display Groups and Duplicate ChecksLearn how to control which lead details show where in the platform, and how to tell the system how to identify duplicate leads upon ingestion.
Getting Started - Lead Type, Pt. 3: Setting Up Lead Return ReasonsThe Return Reasons list gives your clients the option to return leads through their Portal, as well as a well-defined list of reasons you consider valid for said returns.
Getting Started - Lead Type, Pt. 4: Using Force IDsUsing Force IDs can prove helpful to bypass system-wide distribution settings and ensure certain leads reach specific clients.
Getting Started - Lead Type, Pt. 5: Managing CategoriesThe Categories feature allows you to organize and filter your Lead Types for a neat, well-defined visibility.
Getting Started - Creating a Lead SourceLanding pages, web forms, social networks, or even other lead management platforms - Lead Sources are the origin of any incoming leads.
Getting Started - Campaigns, Pt. 1: Creating a CampaignCampaigns are where the categorization rules, inbound price, and general routing rules for your leads live. You can create as many Campaigns as needed to make your setup easy to…
Getting Started - Campaigns, Pt. 2: Fine-Tuning your Campaign SettingsYour Campaign provides you with a wide array of settings to help you funnel and route leads effectively through creating specific criteria, delivery rules, and lead grading options.
Getting Started - Client Accounts, Pt. 1: Introduction to Automated and Manual OnboardingA Client profile is where all of your buyer's key information lives. Learn how to create one or several Client profiles from scratch using both our AI Assist automation feature…
Getting Started - Client Accounts, Pt. 2: Manual OnboardingLearn how to manually create a new Client profile from scratch. While more time-consuming, manual creation allows you for more control over every single part of the process from the…
Getting Started - Client Accounts, Pt. 3: Fine-Tune Your Client Profile's SettingsDive into the wide array of different settings and tools available through the Client profile page.
Getting Started - Delivery Methods: Creating a New Delivery MethodLet's dive into the different Delivery Methods available for your Client accounts and how to configure each one of them.
Getting Started - Delivery Accounts, Pt 1: Creating a New Delivery AccountYour Delivery Account handles the rules (when, how, which criteria, price, and how many) behind every lead sent to your Client. You may need more than one Delivery Account, depending…
Getting Started - Delivery Accounts, Pt. 2: Delivery Account SettingsYour Delivery Account handles the rules (when, how, which criteria, price, how many) behind every lead sent to your Client.
Let's dive into each setting within your Delivery Accounts in…
Getting Started - Testing Your Setup, Pt. 1: Manually Creating a Test LeadLet's learn how to manually create a lead to test your entire setup from start to finish.
Getting Started - Testing Your Setup, Pt. 2: Using Postman to Create a Test LeadLearn how to use a tool like Postman or similar API development and testing tools to simulate injecting a lead through an outside Lead Source.