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Setting Up & Managing Clients
Setting Up & Managing Clients
Add your clients to LeadExec and setup delivery rules
5 articles in this collection
Written by
Gabriel Buck
How to Edit Clients
Edit client information and client settings
Written by
Gabriel Buck
Updated over a week ago
How to Import Clients
Import your clients to save time and speed up onboarding
Written by
Gabriel Buck
Updated over a week ago
How to Import Lead Returns from Clients
Approve and deny returns provided by your clients, through the client web portal
Written by
Gabriel Buck
Updated over a week ago
How to Set Up a New Client
Create a new client in order to deliver a new client, leads
Written by
Gabriel Buck
Updated over a week ago
How to Create Client Groups
Use groups to create lead routing rules that help you deliver into groups
Written by
Gabriel Buck
Updated over a week ago