LeadExec

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

The Add Lead button allows you to manually add a lead within the Lead List screen

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

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

Manually send leads to clients from your lead list.

Create custom reports or choose from pre-loaded reports

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

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

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

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

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

Quickly and easily view your client details from this screen

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

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

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

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

Find answers and get help from Intercom Support and Community Experts

Track the progress of all tickets related to your company

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