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