Configure Lead Delivery

Learn how to setup lead delivery to clients in LeadExec

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22 articles in this collection
Written by Gabriel Buck
Web Lead Distribution

How to Create Email Notifications for Lead Delivery

Send a HTTP post but also send an email notification to alert clients about new leads
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Written by Gabriel Buck
Updated over a week ago

How to Enable Lead Delivery Automation

Utilize automation to deliver leads to clients or branches in real-time
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Written by Gabriel Buck
Updated over a week ago

How to Enable Criteria for Lead Distribution

Use criteria like state, zip, or product type to enforce delivery rules
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Written by Gabriel Buck
Updated over a week ago

Distribution Types (Price, Weight, Round Robin) Other

Configure your optimal automated delivery type
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Written by Gabriel Buck
Updated over a week ago

Using Force ID's to Deliver Directly to One Client

Segment your leads to be delivered in real-time directly to an exclusive client.
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Written by Gabriel Buck
Updated over a week ago

How to Configure Geolocation Lead Delivery

Geolocation is an excellent way to deliver leads based on client location
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Written by Gabriel Buck
Updated over a week ago

Using Client Hierarchy to Deliver Leads

Set up hierarchy that dictates delivery prioritization to clients
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Written by Gabriel Buck
Updated over a week ago

How to Deliver Leads via Exclusive Groups

Deliver leads to a certain set of clients based on criteria
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Written by Gabriel Buck
Updated over a week ago

How to Deliver a Lead Using Two Delivery Methods

Deliver your leads using more than one delivery like email and a post
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Written by Gabriel Buck
Updated over a week ago

Using IP Address for Delivery

Clients may request an IP range to ensure secure delivery
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Written by Gabriel Buck
Updated over a week ago