LeadExec

Delivers individual leads in a CSV file attachment via email.

CSV Attachment Delivery Method

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

CSV Field Mappings

CSV Attachment Delivery Settings Tab

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

CSV Retry Settings Tab

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

CSV Portal Permissions Tab

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

CSV Delivery Schedule Tab

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

CSV Notifications Tab

Chris Arenas

Instructions on how to configure CSV Attachment Delivery Methods

CSV Attachment

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