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.

Portal Permissions Tab

Lead Portal Delivery Schedule Tab

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

Lead Portal Notifications Tab

Chris Arenas

Instructions on how to configure Lead Portal Delivery Methods

Lead Portal

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