LeadExec

Gabriel Buck

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

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

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

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

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

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

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

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

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

Distribution Types (Price, Weight, Round Robin) Other

Advanced lead distribution customizations

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

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

Find answers and get help from Intercom Support and Community Experts

Track the progress of all tickets related to your company

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