Lead Portal
By Chris1 author4 articles
Lead Portal Delivery MethodFor clients who only access leads through the client portal.
Portal Permissions TabClient Portal user settings for IVR calls, File Attachments, and Analytic Data.
Lead Portal Delivery Schedule TabUse the Lead Portal Delivery Schedule Tab to create a specific schedule of when the client will be considered for lead delivery.
Lead Portal Notifications TabUse the Lead Portal Notifications Tab to create notifications for you or another team member for failed deliveries to the client.