LeadExec

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

File settings for batch delivery can vary based on your client’s requirements. This tab is used to configure the file settings.

This tab allows you to configure the second file settings.

Create a custom template for your Batch Delivery email.

To and From settings for lead email batch delivery.

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

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

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

Instructions on how to configure Batch Delivery Methods

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