LeadExec

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

Email Delivery Method Configuration

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

Create a custom email template to send your client lead data

To and From settings for lead email delivery.

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

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

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

Use the Email Notifications Tab to create notifications for you or another team member for failed email deliveries to the client.

Instructions on how to configure Email Delivery Methods

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