LeadExec

Use the Client List screen to manage your clients

Client List - Understanding the Client  List Screen

Overview of adding new clients to the system using the client setup wizard

Adding a New Client Part I - First Steps

Learn how to configure delivery methods in ClickPoint

Adding a New Client Part II - Delivery Methods

Adding a New Client Part III - Delivery Accounts

Adding a New Client Part IV - Orders

Use invoices to collect payment from your buyers, with easy payment integrations with Stripe, Square, or Authorize.net

Adding a New Client Part V - Invoices

Adding a New Client Part VI - Client Details Page

Create Portal users for your internal team.

Clients - Portal Users

Utilize client groups for more advanced delivery where you are delivering to a company with multiple locations

Clients - Client Groups

Delivery Groups allow you to set specific automation rules for a group of clients

How to Create Delivery Groups

Understanding Delivery Methods

Clients may request an IP range to ensure secure delivery

LeadExec IP Addresses used for Delivery

Use the Order List Screen to manage your orders

Order List Screen

Gabriel Buck

Elsa de la Garza

Chris Arenas

Information on Client configurations, Delivery Methods, Delivery Accounts, and the Order System 

Outbound - Lead Delivery and Client Distribution Setup

Detailed instructions for configuring all delivery method types in LeadExec

Delivery Methods

Details on the available delivery types in LeadExec

Delivery Methods Overview

Introduction to Delivery Methods

Send leads via JSON, XML, or HTTP requests with real-time integration

Webhook Delivery Method Configuration

Configure where and how leads are delivered to your integration

Webhook URL Endpoint Tab

Secure your lead deliveries with multiple authentication options such as Basic, Digest, Bearer Token, and OAuth 2.0 authentication

Webhook Authentication Tab

Webhook field mappings allow you to configure the field names the receiving system expects to the fields set on your lead type.

Webhook Field Mappings

JSON and XML schema configuration in the Webhook Request Body Tab

Webhook Request Body Tab

Webhook Response Settings tell LeadExec what to look for when searching the client’s response for an accepted lead.

Webhook Response Settings Tab

Use the Webhook Retry Settings to tell the system to retry delivery for failed delivery attempts.

Webhook Retry Settings Tab

Client Portal user webhook settings for IVR calls, File Attachments, and Analytic Data.

Webhook Portal Permissions Tab

This tab allows you to create a specific schedule of when the client will be considered for lead delivery.

Webhook Delivery Schedule Tab

Use the Webhook Notifications Tab to create notifications for you or another team member for failed deliveries to the client.

Webhook Notifications Tab

Instructions on how to configure Webhook Delivery Methods

Webhook Delivery Method

Inital steps for creating an outbound Ping Post delivery method

Ping-Post Delivery Method

Set up the destination and format for complete lead data delivery

Ping Post URL Endpoint Tab

Use Basic, Digest, Bearer Token, and OAuth 2.0 authentication types in the Ping-Post Authentication Tabs.

Ping-Post Authentication Tabs

The Ping-Post field mappings tabs allow you to configure the field names the receiving system expects to the fields set on your lead type.

Ping-Post Field Mappings

Learn more about the proper JSON and XML schema configuration in the Ping and Post Request Body Tabs.

Ping-Post Request Body Tab

Ping Post Response Settings tell LeadExec what to look for when searching the client’s response for an accepted lead.

Ping Post Response Settings Tab

Use the Ping Post Retry Settings to tell the system to retry delivery for failed delivery attempts.

Ping Post Retry Settings Tab

Client Portal user ping post settings for IVR calls, File Attachments, and Analytic Data.

Ping Post Portal Permissions Tab

Use the Ping Post Delivery Schedule Tab to create a specific schedule of when the client will be considered for lead delivery.

Ping Post Delivery Schedule Tab

Use the Ping Post Notifications Tab to create notifications for you or another team member for failed ping-post deliveries to the client.

Ping Post Notifications Tab

Learn how to configure ping post delivery methods in LeadExec

Setting Up a Ping Post Lead Delivery in LeadExec

Instructions on how to configure Ping-Post Delivery Methods

This method delivers lead details in the body of an email template, including a Client Portal link.

Email Delivery Method Configuration

Email field mappings allow you to configure the field names the receiving system expects to the fields set on your lead type.

Email Field Mappings

Create a custom email template to send your client lead data

Email Delivery Email Template

To and From settings for lead email delivery.

Email Delivery Settings

Use the Email Retry Settings to tell the system to retry delivery for failed delivery attempts.

Email Retry Settings Tab

Client Portal user email settings for IVR calls, File Attachments, and Analytic Data.

Email Portal Permissions Tab

Use the Email Delivery Schedule Tab to create a specific schedule of when the client will be considered for lead delivery.

Email Delivery Schedule Tab

Use the Email Notifications Tab to create notifications for you or another team member for failed email deliveries to the client.

Email Notifications Tab

Instructions on how to configure Email Delivery Methods

Email Delivery Method

Delivers the lead details in the body of an SMS text message template with a portal link.

SMS Notification Delivery Method

SMS field mappings allow you to configure the field names the receiving system expects to the fields set on your lead type.

SMS Field Mappings

SMS Template Tab

SMS Delivery Settings

SMS Retry Settings

Client Portal user SMS settings for IVR calls, File Attachments, and Analytic Data.

SMS Portal Permissions Tab

Create an SMS Delivery Schedule of when the client will be considered for lead delivery.

SMS Delivery Schedule Tab

Use the SMS Notifications Tab to create notifications for you or another team member for failed deliveries to the client.

SMS Notifications Tab

Instructions on how to configure SMS Notification Delivery Methods

SMS Notification

Provides the ability to drop an Excel, CSV, or TXT file to an external FTP server.

FTP Delivery Method Configuration

FTP field mappings allow you to configure the field names the receiving system expects to the fields set on your lead type.

FTP Field Mappings

FTP Server

FTP Authentication

Use the FTP Retry Settings to tell the system to retry delivery for failed delivery attempts.

FTP Retry Settings

Client Portal user FTP settings for IVR calls, File Attachments, and Analytic Data.

FTP Portal Permissions Tab

Use the FTP Delivery Schedule Tab to create a schedule of when the client will be considered for lead delivery.

FTP Delivery Schedule Tab

Create notifications for you or another team member for failed deliveries to the client

FTP Notifications Tab

Instructions on how to configure FTP Delivery Methods

FTP Delivery Method

Delivers individual leads in a CSV file attachment via email.

CSV Attachment Delivery Method

CSV field mappings allow you to configure the field names the receiving system expects to the fields set on your lead type.

CSV Field Mappings

CSV Attachment Delivery Settings Tab

Use the CSV Retry Settings to tell the system to retry delivery for failed delivery attempts.

CSV Retry Settings Tab

Client Portal user CSV settings for IVR calls, File Attachments, and Analytic Data.

CSV Portal Permissions Tab

Use the CSV Delivery Schedule Tab to create a specific schedule of when the client will be considered for lead delivery.

CSV Delivery Schedule Tab

Use the CSV Notifications Tab to create notifications for you or another team member for failed CSV deliveries to the client.

CSV Notifications Tab

Instructions on how to configure CSV Attachment Delivery Methods

CSV Attachment

Scheduled delivery designed to send all leads received during a set time frame via email with an excel of CSV attachment.

Batch Delivery Method

Batch Delivery field mappings allow you to configure the field names the receiving system expects to the fields set on your lead type.

Batch Delivery Mappings Tab

File settings for batch delivery can vary based on your client’s requirements. This tab is used to configure the file settings.

Batch Delivery File Settings Tab

This tab allows you to configure the second file settings.

Batch Delivery Second File Settings Tab

Create a custom template for your Batch Delivery email.

Batch Delivery Email Template

To and From settings for lead email batch delivery.

Batch Delivery Delivery Settings Tab

Batch Delivery Batch Schedule

Client Portal user batch delivery settings for IVR calls, File Attachments, and Analytic Data.

Batch Delivery Portal Permissions Tab

Use the Batch Delivery Tab to create a specific schedule of when the client will be considered for lead delivery.

Batch Delivery - Delivery Schedule

Use the Batch Delivery Notifications Tab to create notifications for you or another team member for failed batch deliveries to the client.

Batch Delivery Notifications Tab

Instructions on how to configure Batch Delivery Methods

SalesExec Integration Delivery Method Configuration

In the SalesExec Integration URL Endpoint tab, you will set where the leads post and what content is being sent.

SalesExec Integration URL Endpoint Tab

Use Basic, Digest, Bearer Token, and OAuth 2.0 authentication types in the SalesExec Authentication Tab.

SalesExec Authentication Tab

Integration field mappings allow you to configure the field names the receiving system expects to the fields set on your lead type.

SalesExec Integration Field Mappings

SalesExec Integration Request Tab

Integration Response Settings tell LeadExec what to look for when searching the client’s response for an accepted lead.

SalesExec Integration Response Settings Tab

Use the Integration Retry Settings to tell the system to retry delivery for failed delivery attempts.

SalesExec Integration - Retry Settings Tab

Client Portal user integration settings for IVR calls, File Attachments, and Analytic Data.

SalesExec Integration - Portal Permissions Tab

The LeadExec integration with SalesExec allows you to receive updates back from SalesExec when actions or updates take place.

SalesExec Integration - Integration Options Tab

Use the Integration Delivery Schedule Tab to create a schedule of when the client will be considered for lead delivery.

SalesExec Integration - Delivery Schedule Tab

Use the Integration Notifications Tab to create notifications for failed integration deliveries to the client.

SalesExec Integration - Notifications Tab

Instructions on how to configure SalesExec Integration Delivery Methods

SalesExec Integration

For clients who only access leads through the client portal.

Lead Portal Delivery Method

Client Portal user settings for IVR calls, File Attachments, and Analytic Data.

Portal Permissions Tab

Lead Portal Delivery Schedule Tab

Use the Lead Portal Notifications Tab to create notifications for you or another team member for failed deliveries to the client.

Lead Portal Notifications Tab

Instructions on how to configure Lead Portal Delivery Methods

Lead Portal

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