LeadExec

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

SMS Notification Delivery Method

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

SMS Field Mappings

SMS Template Tab

SMS Delivery Settings

SMS Retry Settings

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

SMS Portal Permissions Tab

Create an SMS Delivery Schedule of when the client will be considered for lead delivery.

SMS Delivery Schedule Tab

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

SMS Notifications Tab

Chris Arenas

Instructions on how to configure SMS Notification Delivery Methods

SMS Notification

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