All Collections
Outbound
Information on Client configurations, Delivery Methods, Delivery Accounts, and the Order system
Client List - Understanding the Client List ScreenUse the Client List screen to manage your clients
Client List - Adding a New Client Part IOverview of adding new clients to the system and then setting up basic functions for client delivery.
Client List - Adding a New Client Part IIOverview of Delivery Methods
Client List - Adding a New Client Part IIIOverview of Delivery Accounts
Client List - Adding and Editing (Orders) Part IVCreate manual or automated orders
Client List - Adding (Invoices) Part VUse invoices to collect payment from your buyers, with easy payment integrations with Stripe, Square, or Authorize.net
Client List - Adding a New Client Part VIUse the new client wizard to setup each new client with their delivery settings.
Clients - Portal UsersCreate Portal users for your internal team.
Clients - Client GroupsUtilize client groups for more advanced delivery where you are delivering to a company with multiple locations
How to Create Delivery GroupsDelivery Groups allow you to set specific automation rules for a group of clients
LeadExec IP Addresses used for DeliveryClients may request an IP range to ensure secure delivery
Delivery Methods
Detailed instructions for configuring all delivery method types in LeadExec
Introduction to Delivery MethodsOverview of Delivery Methods1 article
Webhook Delivery MethodInstructions on how to configure Webhook Delivery Methods10 articles
Ping-Post Delivery MethodInstructions on how to configure Ping-Post Delivery Methods10 articles
Email Delivery MethodInstructions on how to configure Email Delivery Methods8 articles
SMS NotificationInstructions on how to configure SMS Notification Delivery Methods8 articles
FTP Delivery MethodInstructions on how to configure FTP Delivery Methods8 articles
CSV AttachmentInstructions on how to configure CSV Attachment Delivery Methods7 articles
Batch Delivery MethodInstructions on how to configure Batch Delivery Methods10 articles
ClickPoint IntegrationInstructions on how to configure ClickPoint Integration Delivery Methods11 articles
Lead PortalInstructions on how to configure Lead Portal Delivery Methods4 articles