LeadExec

Chris Arenas

Gabriel Buck

Configure your lead sources and clients, and information about the major screens of LeadExec

LeadExec Web - Leads, Lead Sources, Clients

Viewing lead information is helpful in understanding your lead properties, lead scoring, change history and more

Lead List - Viewing Lead Information

When you open a lead, you can view the details about the lead, the process flow, TCPA validation, and more

Lead List - Lead Details

Customize your lead list to view your lead data, just the way you like

Lead List - How to Move & Edit Columns

Advanced search within your lead list will help you find the exact lead you are looking for

Lead List - How to Use Advanced Search

Manually send leads to clients from your lead list.

Lead List - How to Manually Send Leads

Create custom reports or choose from pre-loaded reports

Lead List - How to Create a Pivot Report from List View

Exporting your leads from your lead list is simple, just follow the tutorial

Lead List - How to Export Leads from List

Use Quality Control to stage your leads, verify, and check prior to delivering to any clients, buyers, or sales teams

Quality Control - Understanding This Screen

Use the quality control to stage leads, verify them prior to delivery.

Quality Control - How to Manually Send Leads

Understand how your leads are sold or distributed to your various buyers or sales teams.

Distribution - How to Use This Screen

When you need to send a lead that missed being delivered by automation you will want to manually send this lead

Distribution - Manually Send Leads

Quickly and easily view your client details from this screen

Distribution - Viewing Your Client Information

Use the Returns screen to approve and deny returns as well as managing all of your lead returns.

Returns - Understanding this Screen

For each Lead Type, you can setup acceptable lead return reasons.

Returns - Setting up Lead Return Reasons

Managing lead returns is a big part of successfully managing your lead based business, we will cover the basics.

Returns - Managing Lead Returns

Use the Delivery Queue to monitor your leads being processed in real-time

Delivery Queue - Understanding This Screen

Leads 

Use the Lead Source List screen to manage your sources

Lead Source List - Understanding Lead Source List Screen

Understanding how to use the Lead Source Details screen to configure Lead Sources.

Lead Source List - Understanding Lead Source Detail Screen

Step by step instructions for adding a new lead source to LeadExec

Lead Source List - Adding a New Lead Source (Basic Info) Part I

Setup campaign criteria, quality control settings, and campaign specific parameters.

Lead Source List - Adding a Lead Source (Quantity Limits & Quality Control) Part II

Lead Source List - Adding a Lead Source Part III Advanced

Quality control can help prevent bad leads from being passed to your buyers, understanding how it works is critical

Lead Source List - Implementing Quality Control

Ensure your leads meet TCPA requirements with real-time on form checks, and certification

Lead Source List - Implementing TCPA Certification (Enable on Lead Source) Step 1

Place the code on your landing page or website, in order to collect TCPA consent.

Lead Source List - Implementing TCPA Certification (Generate Code) Step 2

Lead Source List - Implementing TCPA (Turn on Lead Fields) Step 3

Ensure total TCPA compliance by storing and printing TCPA certificates

Lead Source List - Implementing TCPA (Print Certificate) Step 4

Use phone and email validation to create a lead score and improve lead quality.

Lead Source List - Enable Lead Score

Limit where leads can post from by using IP address white listed article

Lead Source List - Access Control IP Restriction

The Campaigns screen helps you organize the Campaigns associated with your Lead Sources

Campaigns - Understanding Campaigns Screen

Deliver leads to a certain set of clients in a group, based on criteria

Groups - Exclusive

Campaign Groups set on a Lead Source allow you to tag brands or groups that you receive leads and distribute leads too

Groups - Campaigns

Lead Sources

Use the Client List screen to manage your clients

Client List - Understanding the Client  List Screen

Overview of adding new clients to the system and then setting up basic functions for client delivery.

Client List - Adding a New Client (Basic Info) Part I

Client List - Adding a New Client (Delivery Method) Part II

Client List - Adding a New Client (Delivery Account) Part III

Create manual or recurring automatic order renewal

Client List - Adding and Editing (Orders) Part IV

Use invoices to collect payment from your buyers, with easy payment integrations with Stripe, Square, or Authorize.net

Client List - Adding (Invoices) Part V

Use the new client wizard to setup each new client with their delivery settings.

Client List - Adding a New Client (Permissions) Part VI

Create Portal users for your internal team.

Clients - Portal Users

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

Clients - Client Groups

Delivery Groups allow you to set specific automation rules for a group of clients

LeadExec Web - Leads, Lead Sources, Clients

Leads

Lead Sources

Clients/Lead Buyers