LeadExec

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.

Create manual or recurring automatic order renewal

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

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

Create Portal users for your internal team.

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

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

Find answers and get help from Intercom Support and Community Experts

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