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Lead Delivery Settings

The lead delivery settings for a lead is managed on a client level and on a company level. These settings give you more control over how leads are sent to your clients. To access the client level lead delivery settings screen:
  • Expand "Users" from the left navigation
  • Choose "All Users"
  • Select a user and click the "View" button
  • Choose the "Profile" tab and select the "Edit User" button
  • On the Edit User screen choose the "Lead Delivery Settings" tab
To access the company level lead delivery settings screen:
  • Expand "Companies" from the left navigation
  • Choose "All Companies"
  • Select a company and click "View"
  • Select the "Edit Company" button from the top right corner
The video below will give you a step by step guide with more information on each setting for both the client level and company level lead delivery settings.  

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