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Configure Lead Delivery
Configure Lead Delivery
Learn how to setup lead delivery to clients in LeadExec
23 articles in this collection
Written by
Gabriel Buck
and
Chris Arenas
How to Create a SOAP Lead Delivery
Use SOAP delivery for a post client request
Written by
Gabriel Buck
Updated over a week ago
Web Lead Distribution
How to Create Email Notifications for Lead Delivery
Send a HTTP post but also send an email notification to alert clients about new leads
Written by
Gabriel Buck
Updated over a week ago
How to Enable Lead Delivery Automation
Utilize automation to deliver leads to clients or branches in real-time
Written by
Gabriel Buck
Updated over a week ago
How to Enable Criteria for Lead Distribution
Use criteria like state, zip, or product type to enforce delivery rules
Written by
Gabriel Buck
Updated over a week ago
Distribution Types (Price, Weight, Round Robin) Other
Configure your optimal automated delivery type
Written by
Gabriel Buck
Updated over a week ago
Using Force ID's to Deliver Directly to One Client
Segment your leads to be delivered in real-time directly to an exclusive client.
Written by
Gabriel Buck
Updated over a week ago
How to Configure Geolocation Lead Delivery
Geolocation is an excellent way to deliver leads based on client location
Written by
Gabriel Buck
Updated over a week ago
Using Client Hierarchy to Deliver Leads
Set up hierarchy that dictates delivery prioritization to clients
Written by
Gabriel Buck
Updated over a week ago
How to Deliver Leads via Exclusive Groups
Deliver leads to a certain set of clients based on criteria
Written by
Gabriel Buck
Updated over a week ago
How to Deliver a Lead Using Two Delivery Methods
Deliver your leads using more than one delivery like email and a post
Written by
Gabriel Buck
Updated over a week ago
Using IP Address for Delivery
Clients may request an IP range to ensure secure delivery
Written by
Gabriel Buck
Updated over a week ago
Advanced Lead Distribution
Limit By Percentage of Qualified Leads
Written by
Chris Arenas
Updated over a week ago
Advanced Lead Distribution - Distribution List
Use distribution lists to deliver to zip codes, postal codes, and more
Written by
Gabriel Buck
Updated over a week ago
Advanced Distribution - Client Group
Utilize client groups for more advanced delivery where you are delivering to a company with multiple locations
Written by
Gabriel Buck
Updated over a week ago
Advanced Distribution - XML Envelope
Use XML envelope delivery for unique use cases
Written by
Gabriel Buck
Updated over a week ago
Advanced Distribution - Ping/Post
Utilize Ping Post delivery for clients in specific verticals
Written by
Gabriel Buck
Updated over a week ago
Advanced Distribution - Sub-Strings
Use sub-strings to split lead fields and deliver leads as your clients expect
Written by
Gabriel Buck
Updated over a week ago
Advanced Client Delivery Options Reseller Splits
Payout resellers who provide you with leads
Written by
Gabriel Buck
Updated over a week ago
Live Call Transfers
How to Set Up Live Call Transfer Lead Delivery
Integrate with predictive dialer and create a live call transfer lead from LeadExec
Written by
Gabriel Buck
Updated over a week ago
Direct Mail Lead Distribution
How to Deliver Leads from Direct Mail
Track leads generated by direct mail, and ensure direct mail response is tracked.
Written by
Gabriel Buck
Updated over a week ago
Email Lead Distribution
How to Configure FTP Email Lead Delivery
Deliver batch file leads via FTP email delivery
Written by
Gabriel Buck
Updated over a week ago
How to Set Up Email Lead Delivery
Deliver leads via email with three different options
Written by
Gabriel Buck
Updated over a week ago
Testing
How to Submit a Test Lead
Submitting a test lead helps you confirm acceptance and lead delivery
Written by
Gabriel Buck
Updated over a week ago