Inbound - Lead Source Management
Information on Lead Sources, Campaigns, IVR and Chat systems
By Leo and 3 others4 authors28 articles
- Understanding Lead Source List ScreenUse the Lead Source List screen to manage your sources
- Understanding the Lead Source Detail ScreenDetailed information on how to use the Lead Source Details screen
- Adding a New Lead SourceStep by step instructions for adding a new lead source to LeadExec
- Introduction to CampaignsThis article outlines the different types of campaigns and how they are used
- Understanding the Campaign List ScreenThe Campaigns screen helps you organize the Campaigns associated with your Lead Sources
- Creating a Web Lead CampaignSet up inbound lead processing from websites, landing pages, and third-party sources
- Creating a Ping Post CampaignSet up inbound ping post lead processing from lead vendors, marketplaces, and partner networks.
- Creating a Phone Lead CampaignConfigure inbound phone campaigns for IVR routing and phone lead distribution
- Creating a Chat Lead CampaignHow create a campaign using the Chat Leads Channel
- Web Lead Campaigns: Advanced SettingsOptimize lead processing with granular control over validation, delivery, and compliance
- Ping-Post Lead Campaign Advanced SettingsHow to edit and update existing ping-post lead campaigns
- Chat Lead Campaign Advance Settings
- Campaigns - TCPA Certification Step 1Ensure your leads meet TCPA requirements with real-time on form checks, and certification
- Campaigns - TCPA Certification Step 2Place the code on your landing page or website, in order to collect TCPA consent.
- Campaigns - TCPA Certification Step 3
- Campaigns - TCPA Certification Step 4Ensure total TCPA compliance by storing and printing TCPA certificates
- Lead Sources - Enable Lead GradingUse phone and email validation to create a lead score and improve lead quality.
- Lead Source List - Access Control IP RestrictionLimit where leads can post from by using IP address white listed article
- Groups - ExclusiveDeliver leads to a group of specific clients based on desired criteria.
- Groups - CampaignsCampaign Groups set on a Lead Source allow you to tag brands or groups that you receive leads and distribute leads too
- Call Flows - IVR SystemConfiguring the LeadExec Call Flow System
- How to Generate Posting InstructionsThis article explains how to generate posting instructions for lead sources or web developers to post leads into your LeadExec account.
- Adding Lead Sources and Campaigns
- Lead Source List - Lead Source Portal
- Live Call Transfers with Lead FormsLearn how to set up and use Lead Forms for Live Call Transfers
- Quality Control - Understanding This ScreenUse Quality Control to stage your leads, verify, and check prior to delivering to any clients, buyers, or sales teams
- Postback OverviewThis article explains how the Postback feature works in LeadExec, allowing you to send lead, system, and transactional data to external systems when specific postback events occur.
- LeadExec Offers Overview: 1-to-1 Compliance | Phase 1 releaseDetails on Offers 1-to-1 functionality in lead receiver, lead source and client settings