LeadExec

Chris Arenas

Configuration of all of the types of automated lead delivery 

LeadExec Web - Delivery Methods

Client List - Delivery Method Configurations

Delivery Methods

Webhook delivery methods allow you to send leads via JSON, XML, and HTTP requests.

Webhook Delivery Method Configuration

In this tab you will set where the leads are posting to and what type of content is being sent in the delivery.

Webhook URL Endpoint Tab

LeadExec provides the ability to use Basic, Digest, Bearer Token, and OAuth 2.0 authentication types.

Webhook Authentication Tab

Field mappings allow you to configure the field names the receiving system is expecting to what you have set on your lead type.

Webhook Field Mappings

Webhook Request Body Tab

Response settings tell LeadExec what to look for when searching the client’s response for an accepted lead.

Webhook Response Settings Tab

Using the system’s retry logic allows you to tell the system to retry delivery for failed delivery attempts.

Webhook Retry Settings Tab

Client Portal user settings for IVR calls, File Attachments, and Analytic Data.

Webhook Portal Permissions Tab

This tab allows you to create a specific schedule of when the client will be considered for lead delivery.

Webhook Delivery Schedule Tab

Create notifications for you or another team member for failed deliveries to the client.

Webhook Notifications Tab

Webhook Delivery Method

Delivers partial lead details to the client, allowing them to bid on the lead.

Ping-Post Delivery Method

Ping Post URL Endpoint Tab

Ping Post Authentication Tab

Ping Post Field Mappings

Ping Post Request Body Tab

Ping Post Response Settings Tab

Ping Post Retry Settings Tab

Ping Post Portal Permissions Tab

Ping Post Delivery Schedule Tab

Ping Post Notifications Tab

Delivers the lead details in the body of an email template with a portal link.

Email Delivery Method Configuration

Email Field Mappings

Create a custom email template to send your client lead data

Email Delivery Email Template

To and From settings for lead email delivery.

Email Delivery Settings

Email Retry Settings Tab

Email Portal Permissions Tab

Email Delivery Schedule Tab

Email Notifications Tab

Email Delivery Method

Delivers the lead details in the body of an SMS text message template with a portal link.

SMS Notification Delivery Method

SMS Field Mappings

SMS Template Tab

SMS Delivery Settings

SMS Retry Settings

SMS Portal Permissions Tab

SMS Delivery Schedule

SMS Notifications Tab

SMS Notification

Provides the ability to drop an Excel, CSV, or TXT file to an external FTP server.

FTP Delivery Method Configuration

FTP Field Mappings

FTP Server

FTP Authentication

FTP Retry Settings

FTP Portal Permissions Tab

FTP Delivery Schedule Tab

Create notifications for you or another team member for failed deliveries to the client

FTP Notifications Tab

FTP Delivery Method

Delivers individual leads in a CSV file attachment via email.

CSV Attachment Delivery Method

CSV Field Mappings

CSV Attachment Delivery Settings Tab

CSV Retry Settings Tab

CSV Portal Permissions Tab

CSV Delivery Schedule Tab

CSV Notifications Tab

CSV Attachment

Scheduled delivery designed to send all leads received during a set time frame via email with an excel of CSV attachment.

Batch Delivery Method

Batch Delivery Mappings Tab

File settings for Batch Delivery can vary based on your client’s requirements. In this tab you will configure the file settings

Batch Delivery File Settings Tab

Batch Delivery Second File Settings Tab

Create a custom template for your Batch Delivery email.

Batch Delivery Email Template

Batch Delivery Delivery Settings Tab

Batch Delivery Batch Schedule

Batch Delivery Portal Permissions Tab

Batch Delivery - Delivery Schedule

Batch Delivery Notifications Tab

ClickPoint Integration Delivery Method Configuration

ClickPoint Integration URL Endpoint Tab

ClickPoint Authentication Tab

ClickPoint Integration Field Mappings

ClickPoint Integration Request Tab

ClickPoint Integration Response Settings Tab

ClickPoint Integration - Retry Settings Tab

ClickPoint Integration - Portal Permissions Tab

ClickPoint's integration with LeadExec allows you to receive updates back from ClickPoint when actions or update take place.