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

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

Learn how to view outbound ping activity, review client responses, and troubleshoot outbound ping requests in LeadExec.

Outbound Ping Activity – How to Use This Screen

Elsa de la Garza

Chris Arenas

Gabriel Buck

Set up lead buyers in LeadExec: add clients, delivery methods and accounts, webhooks, orders, invoices, and ping post delivery to your buyers.

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

Use the Delivery Schedule tab to create a schedule of when a buyer will be considered for lead delivery.

Delivery Schedule Tab: Set When Buyers Can Receive Leads

Client Portal settings for IVR call information, file attachments and analytic data, available on every delivery method.

Portal Permissions Tab: Control What Buyers See in the Lead Portal

Field mappings let you match the fields set on your lead type to the field names the receiving system expects.

Field Mappings Tab: Map Lead Fields to Your Buyer's Fields

Use the Notifications tab to create notifications for you or another team member for failed deliveries to the buyer.

Notifications Tab: Get Alerted When a Delivery Fails

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

Retry Settings Tab: Automatically Retry Failed Deliveries

To and From settings for lead email delivery.

Delivery Settings Tab for Email, CSV Attachment and Batch Delivery

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

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

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

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

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

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

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

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 or CSV attachment.

Batch Delivery Method

Batch Delivery Batch Schedule

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

Configure the request body for SalesExec Integration deliveries; the lead receiver only accepts XML and URL-encoded requests.

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

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

SalesExec Integration - Integration Options 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

Instructions on how to configure Lead Portal Delivery Methods

Lead Portal

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