LeadExec

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

FTP Delivery Method Configuration

FTP field mappings allow you to configure the field names the receiving system expects to the fields set on your lead type.

FTP Field Mappings

FTP Server

FTP Authentication

Use the FTP Retry Settings to tell the system to retry delivery for failed delivery attempts.

FTP Retry Settings

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

FTP Portal Permissions Tab

Use the FTP Delivery Schedule Tab to create a schedule of when the client will be considered for lead delivery.

FTP Delivery Schedule Tab

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

FTP Notifications Tab

Chris Arenas

Instructions on how to configure FTP Delivery Methods

FTP Delivery Method

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