All Collections
Account Settings
Configure LeadExec system settings, many of which are system wide account settings
LVerifying Emails and Domains for CAN-SPAM compliance - October 2023Steps to verify email addresses and domains to be CAN-SPAM compliant
Account Settings
Account Settings
Account Settings - GeneralUnderstanding General settings options
Account Settings - BrandingMake your LeadExec and Client Portal your own with a unique logo and branded portal.
Account Settings - UsersYou can add users to LeadExec that have Roles and Permission levels that are specific to their job function.
Account Settings - User PermissionsCreate Roles and Permissions assigned to those roles that create access levels within LeadExec.
Account Settings - SecurityYou have complete control over the security settings for logging into your LeadExec account.
Account Settings - NotificationsUtilize system notifications to warn your team about urgent items within LeadExec
Account Settings - BillingCollect payment from lead buyers and clients with Authorize.net or Stripe integration
Account Settings - Distribution ListsUse distribution lists to deliver to large lists of zip codes, postal codes, and more
Account Settings - LeadExec Pricing and Plans
Client Settings
Client Settings
Client Settings - OptionsUpdate your client settings to provide detail on client lead delivery, return percentages, and other options pertaining to clients.
Client Settings - DistributionDistribution Types (Price, Weight, Round Robin) Other
Client Settings - Distribution ScriptsAdvanced lead distribution customizations
Lead Source Settings
Lead Source Settings
Lead Source Settings - Do Not Contact ListUse these settings to add a number to the Do Not Contact List
Settings - TCPA OptionsEnable TCPA from within LeadExec
Lead Source Settings - Lead GradingMaster account settings for Lead Grading. Use phone and email validation to create a lead score and improve lead quality.
Lead Type Settings
Lead Type Settings
Lead Type Settings - Creating Lead TypesLearn how to edit and change lead fields within a lead type
Lead Type Settings - Categories
Lead Type Settings - Force ID'sUse Force ID's to segment your leads to be delivered in real-time directly to an exclusive client.
Lead Type Settings - Display Groups