LeadExec

Steps to verify email addresses and domains to be CAN-SPAM compliant

Verifying Emails and Domains for CAN-SPAM compliance - October 2023

Chris Arenas

Gabriel Buck

Configure LeadExec system settings, many of which are system wide account settings

Account Settings

Account Settings - General

Make your LeadExec and Client Portal your own with a unique logo and branded portal.

Account Settings - Branding

You can add users to LeadExec that have Roles and Permission levels that are specific to their job function.

Account Settings - Users

Create Roles and Permissions assigned to those roles that create access levels within LeadExec.

Account Settings - User Permissions

You have complete control over the security settings for logging into your LeadExec account.

Account Settings - Security

Utilize system notifications to warn your team about urgent items within LeadExec

Account Settings - Notifications

Collect payment from lead buyers and clients with Authorize.net or Stripe integration

Account Settings - Billing

Use distribution lists to deliver to large lists of zip codes, postal codes, and more

Account Settings - Distribution Lists

Update your client settings to provide detail on client lead delivery, return percentages, and other options pertaining to clients.

Client Settings - Options

Distribution Types (Price, Weight, Round Robin) Other

Client Settings - Distribution

Advanced lead distribution customizations

Client Settings - Distribution Scripts

Client Settings

Use these settings to add a number to the Do Not Contact List

Lead Source Settings - Do Not Contact List

Settings - TCPA Options

Lead Source Settings

Learn how to edit and change lead fields within a lead type

Lead Type Settings - Creating Lead Types

Lead Type Settings - Categories

Lead Type Settings

API Access Settings - Credentials

API Access Settings - Access Control (IP's)

API Access Settings

Find answers and get help from Intercom Support and Community Experts

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Track the progress of all tickets related to your company

Tickets portal

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