LeadExec Web - Leads, Lead Sources, Clients

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

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41 articles in this collection
Written by Gabriel Buck and Chris Arenas
Leads

Lead List - How to Move & Edit Columns

Customize your lead list to view your lead data, just the way you like
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Written by Gabriel Buck
Updated over a week ago

Lead List - Viewing Lead Information

Viewing lead information is helpful in understanding your lead properties, lead scoring, change history and more
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Written by Gabriel Buck
Updated over a week ago

Lead List - How to Use Advanced Search

Advanced search within your lead list will help you find the exact lead you are looking for
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Written by Gabriel Buck
Updated over a week ago

Lead List - How to Manually Send Leads

Manually send leads to clients from your lead list.
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Written by Gabriel Buck
Updated over a week ago

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

Create custom reports or choose from pre-loaded reports
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Written by Gabriel Buck
Updated over a week ago

Lead List - Lead Details

When you open a lead, you can view the details about the lead, the process flow, TCPA validation, and more
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Written by Gabriel Buck
Updated over a week ago

Lead List - How to Export Leads from List

Exporting your leads from your lead list is simple, just follow the tutorial
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Written by Gabriel Buck
Updated over a week ago

Quality Control - Understanding This Screen

Use Quality Control to stage your leads, verify, and check prior to delivering to any clients, buyers, or sales teams
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Written by Gabriel Buck
Updated over a week ago

Quality Control - How to Manually Send Leads

Use the quality control to stage leads, verify them prior to delivery.
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Written by Gabriel Buck
Updated over a week ago

Distribution - How to Use This Screen

Understand how your leads are sold or distributed to your various buyers or sales teams.
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Written by Gabriel Buck
Updated over a week ago

Distribution - Manually Send Leads

When you need to send a lead that missed being delivered by automation you will want to manually send this lead
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Written by Gabriel Buck
Updated over a week ago

Distribution - Viewing Your Client Information

Quickly and easily view your client details from this screen
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Written by Gabriel Buck
Updated over a week ago

Returns - Understanding this Screen

Use the Returns screen to approve and deny returns as well as managing all of your lead returns.
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Written by Gabriel Buck
Updated over a week ago

Returns - Setting up Lead Return Reasons

For each Lead Type, you can setup acceptable lead return reasons.
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Written by Gabriel Buck
Updated over a week ago

Returns - Managing Lead Returns

Managing lead returns is a big part of successfully managing your lead based business, we will cover the basics.
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Written by Gabriel Buck
Updated over a week ago

Delivery Queue - Understanding This Screen

Use the Delivery Queue to monitor your leads being processed in real-time
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Written by Gabriel Buck
Updated over a week ago
Lead Sources

Lead Source List - Importing Leads

Its simple to import leads into LeadExec using an XLS or CSV file
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Written by Gabriel Buck
Updated over a week ago

Lead Source List - Understanding Lead Source List Screen

Use the Lead Source List screen to manage your sources
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Written by Gabriel Buck
Updated over a week ago

Lead Source List - Understanding Lead Source Detail Screen

Understanding how to use the Lead Source Details screen to configure Lead Sources.
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Written by Gabriel Buck
Updated over a week ago

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

Step by step instructions for adding a new lead source to LeadExec
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Written by Gabriel Buck
Updated over a week ago

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

Setup campaign criteria, quality control settings, and campaign specific parameters.
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Written by Gabriel Buck
Updated over a week ago

Lead Source List - Adding a Lead Source Part III Advanced

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Written by Gabriel Buck
Updated over a week ago

Lead Source List - Implementing Quality Control

Quality control can help prevent bad leads from being passed to your buyers, understanding how it works is critical
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Written by Gabriel Buck
Updated over a week ago

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

Ensure your leads meet TCPA requirements with real-time on form checks, and certification
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Written by Gabriel Buck
Updated over a week ago

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

Place the code on your landing page or website, in order to collect TCPA consent.
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Written by Gabriel Buck
Updated over a week ago

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

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Written by Gabriel Buck
Updated over a week ago

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

Ensure total TCPA compliance by storing and printing TCPA certificates
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Written by Gabriel Buck
Updated over a week ago

Lead Source List - Enable Lead Score

Use phone and email validation to create a lead score and improve lead quality.
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Written by Gabriel Buck
Updated over a week ago

Lead Source List - Access Control IP Restriction

Limit where leads can post from by using IP address white listed article
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Written by Gabriel Buck
Updated over a week ago

Campaigns - Understanding Campaigns Screen

The Campaigns screen helps you organize the Campaigns associated with your Lead Sources
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Written by Gabriel Buck
Updated over a week ago

Groups - Exclusive

Deliver leads to a certain set of clients in a group, based on criteria
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Written by Gabriel Buck
Updated over a week ago

Groups - Campaigns

Campaign Groups set on a Lead Source allow you to tag brands or groups that you receive leads and distribute leads too
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Written by Gabriel Buck
Updated over a week ago