LeadExec

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

Client Settings - Options

Configure Price, Priority, Weighted, Percentage, and Round Robin buyer sorting within LeadExec distribution workflows.

LeadExec Client Distribution Sorting Methods

Advanced lead distribution customizations

Client Settings - Distribution Scripts

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

Client Settings - Distribution Lists

Gabriel Buck

Chris Arenas

Client Settings

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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