The Web Portal Users option allows a LeadExec user to create a login that has access to multiple clients. This option is useful for managers. Here's how:

Inside of your LeadExec software, go to the Clients tab and choose the Web Portal Users option on the left side menu.

Click on "Create New"

Fill out the User Details information

Insert the Login Information for the user

Now you can set permissions for that user. A user can have just one client permission or multiple client permissions, depending on the access to leads needed.

Click the "Add" button to open the Client Select menu and choose the client that the user should have permission for. Then click Select. If you need to add more clients, just repeat the process until all desired clients are added.

Click "Save" on the User Details menu and the web portal user is now able to access the client portal.

Did this answer your question?