LeadExec

For clients who only access leads through the client portal.

Lead Portal Delivery Method

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

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

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

Instructions on how to configure Lead Portal Delivery Methods

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