Figure 1. Client Additional Properties

Client Additional Properties
  • Reseller - Allows you to select the reseller that the client should be assigned to
  • Delivery Priority Group - This allows you to select the priority group that this client should be included in. This group is meant to group certain clients allowing them to use special delivery automation.
  • User / Sales Agent Assigned - Allows you to assign a user inside of LeadExec to this client
  • Allow Tier Delivery - This allows you to turn on the ability for this client to use the tier delivery system. This will make sure that it scans all of the clients accounts before moving down the list to another client.
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