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.

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

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

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

Instructions on how to configure SMS Notification Delivery Methods

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