LeadExec

Use SOAP delivery for a post client request

How to Create a SOAP Lead Delivery

Chris Arenas

Gabriel Buck

Learn how to setup lead delivery to clients in LeadExec

Configure Lead Delivery 

Send a HTTP post but also send an email notification to alert clients about new leads

How to Create Email Notifications for Lead Delivery

Utilize automation to deliver leads to clients or branches in real-time

How to Enable Lead Delivery Automation

Use criteria like state, zip, or product type to enforce delivery rules

How to Enable Criteria for Lead Distribution

Configure your optimal automated delivery type

Distribution Types (Price, Weight, Round Robin) Other

Segment your leads to be delivered in real-time directly to an exclusive client.

Using Force ID's to Deliver Directly to One Client

Geolocation is an excellent way to deliver leads based on client location

How to Configure Geolocation Lead Delivery

Set up hierarchy that dictates delivery prioritization to clients

Using Client Hierarchy to Deliver Leads

Deliver leads to a certain set of clients based on criteria

How to Deliver Leads via Exclusive Groups

Deliver your leads using more than one delivery like email and a post

How to Deliver a Lead Using Two Delivery Methods

Clients may request an IP range to ensure secure delivery

Using IP Address for Delivery

Web Lead Distribution

Limit By Percentage of Qualified Leads

Use distribution lists to deliver to zip codes, postal codes, and more

Advanced Lead Distribution - Distribution List

Utilize client groups for more advanced delivery where you are delivering to a company with multiple locations

Advanced Distribution - Client Group

Use XML envelope delivery for unique use cases

Advanced Distribution - XML Envelope

Utilize Ping Post delivery for clients in specific verticals

Advanced Distribution - Ping/Post

Use sub-strings to split lead fields and deliver leads as your clients expect

Advanced Distribution - Sub-Strings

Payout resellers who provide you with leads

Advanced Client Delivery Options Reseller Splits

Advanced Lead Distribution

Integrate with predictive dialer and create a live call transfer lead from LeadExec

How to Set Up Live Call Transfer Lead Delivery

Live Call Transfers

Track leads generated by direct mail, and ensure direct mail response is tracked.

How to Deliver Leads from Direct Mail

Direct Mail Lead Distribution

Deliver batch file leads via FTP email delivery

How to Configure FTP Email Lead Delivery

Deliver leads via email with three different options

How to Set Up Email Lead Delivery

Email Lead Distribution

Submitting a test lead helps you confirm acceptance and lead delivery

How to Submit a Test Lead

Testing

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