LeadExec

Viewing lead information is helpful in understanding your lead properties, lead scoring, change history and more

Lead List - Viewing Lead Information

View comprehensive lead records and processing history, TCPA Validation, and more

Lead List - Lead Details

The Add Lead button allows you to manually add a lead within the Lead List screen

Lead List - Manually Adding a Lead

Customize your lead list to view your lead data, just the way you like

Lead List - How to Move & Edit Columns

Advanced search within your lead list will help you find the exact lead you are looking for

Lead List - How to Use Advanced Search

Manually send leads to clients from your lead list.

Lead List - How to Manually Send Leads

Create custom reports or choose from pre-loaded reports

Lead List - Create Pivot Report from List View

Exporting your leads from your lead list is simple, just follow the tutorial

Lead List - How to Export Leads from List

Use the quality control to stage leads, verify them prior to delivery.

Quality Control - How to Manually Send Leads

Understand how your leads are sold or distributed to your various buyers or sales teams.

Distribution - How to Use This Screen

When you need to send a lead that missed being delivered by automation you will want to manually send this lead

Distribution - Manually Send Leads

Easily access and manage client information from the Distribution Screen

Distribution - Viewing Your Client Information

Use the Returns screen to approve and deny returns as well as managing all of your lead returns.

Returns - Understanding this Screen

For each Lead Type, you can setup acceptable lead return reasons.

Returns - Setting up Lead Return Reasons

Managing lead returns is a big part of successfully managing your lead based business, we will cover the basics.

Returns - Managing Lead Returns

Use the Delivery Queue to monitor your leads being processed in real-time

Delivery Queue - Understanding This Screen

Use the Invalid Reason column in the Lead List to find why a lead was rejected or failed to deliver.

Lead List - Troubleshooting Rejected Leads

Gabriel Buck

Work with leads in LeadExec: lead list search and exports, the distribution screen, quality control, manual sends, and managing lead returns.

Leads - Inbound and Outbound Lead Tracking 

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