System Settings
Information about the system settings in LeadExec
By Chris and 3 others4 authors23 articles
Account Settings
Account Settings
- Account Settings - GeneralUnderstanding your general settings options — customize terminology, regional settings, and translation preferences
- Account Settings - BrandingMake your LeadExec, Client Portal, and Lead Source Portal your own by customizing them 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 - LeadExec Pricing and PlansChoose the right plan for your lead management needs
- Account Settings - How to Create an Order FormHelp your clients manage the number of leads they buy from you, invoice them, charge them, and ensure they never miss out on leads using configurable order forms.
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 - DistributionConfigure automated lead distribution methods across clients based on different distribution types (Price, Priority, Weighted, Round Robin, Percentage)
- Client Settings - Distribution ScriptsAdvanced lead distribution customizations
- Client Settings - Distribution ListsUse distribution lists to deliver to large lists of zip codes, postal codes, and more
Lead Source Settings
Lead Source Settings
- Lead Source Settings - Do Not Contact ListManage ClickPoint’s Do Not Contact List: add or remove phone numbers, filter entries, and import external lists for compliance.
- 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.