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