How to Generate Lead Posting Instructions in SalesExec

SalesExec allows administrators to generate Lead Posting Instructions that explain how external systems can submit leads directly into SalesExec.

These instructions provide the technical information developers, lead generation companies, and marketing partners need to configure automated lead delivery.

Instead of manually importing leads or entering them individually, organizations can use posting integrations to send new inquiries into SalesExec as they are generated.

Common use cases include:

The generated document includes technical specifications, sample XML, accepted field values, and account identifiers needed to configure lead posting.

Posting Instructions also help associate incoming leads with the appropriate Marketing Channel, Lead Source, and Campaign for accurate attribution.

Navigation: More → Settings → Setup Marketing Channels, Lead Sources and Campaigns

SalesExec Posting Instructions provide administrators and integration partners with the following capabilities:

This opens the administration screen where you can manage your marketing attribution configuration and access the Posting Instructions generator.

Posting Instructions can be generated from any of the following tabs:

Select Generate Posting Instructions to open the configuration screen.

Screenshot: Generate Posting Instructions button.

Generate Posting Instructions

Review the available Marketing Channel, Lead Source, and Campaign selections.

Choose the appropriate values for the leads that will be submitted through the integration.

For example, a home services company receiving leads from a third-party provider might use:

These selections help establish the marketing attribution associated with incoming leads.

Important: Carefully review how your Marketing Channels, Lead Sources, and Campaigns relate to one another before generating the instructions.

Incorrect selections can result in leads being associated with the wrong marketing information.

Screenshot: Posting Instructions configuration screen.

After selecting the appropriate marketing information:

The document provides the technical information your developer or lead provider needs to configure lead delivery into SalesExec.

The generated Posting Instructions contain several important sections.

Posting Format

Describes how lead information should be structured when submitted to SalesExec.

XML Example

Provides a sample XML submission that developers can use as a reference when building their integration.

XML Schema

Defines the expected structure and acceptable values for the lead information being submitted.

Account Identifier Values

Provides important identifiers needed to associate incoming lead submissions with the appropriate SalesExec configuration.

These may include:

Why these identifiers matter: They help SalesExec associate incoming leads with the correct account configuration and marketing attribution.

Developers should use the values provided in the generated instructions rather than substituting identifiers from another account or integration.

Provide the generated Posting Instructions to the person or organization responsible for sending leads into SalesExec.

This may include:

The developer or provider can use the document to configure the lead submission process.

Important: Generating Posting Instructions does not automatically establish an active integration. The sending system must still be configured to submit leads using the documented requirements.

Before sending live production leads, coordinate with your developer or lead provider to test the integration.

Recommended validation steps include:

Testing helps identify formatting, configuration, and attribution problems before they affect production lead volume.

A typical automated lead integration follows this process:

1. A prospect submits an inquiry.

A customer completes a website form, landing page, or third-party lead generation form.

2. The external system prepares the lead data.

The website or lead provider formats the information according to the generated SalesExec Posting Instructions.

3. The external system submits the lead.

The provider sends the lead to SalesExec using the documented posting method and required identifiers.

4. SalesExec processes the submission.

SalesExec receives the submission and processes it according to the applicable account and lead configuration.

5. The lead becomes available for sales activity.

Once successfully accepted and processed, the lead can be managed through SalesExec's configured lead management and distribution processes.

This approach helps organizations reduce manual lead entry and support timely follow-up with new prospects.

Accurate marketing attribution is an important part of configuring lead integrations.

Consider a company that purchases leads from the same provider for multiple services.

Although all three campaigns use the same Lead Source, they represent different marketing initiatives.

Generating instructions with the appropriate campaign information helps ensure incoming leads are attributed to the intended acquisition program.

This makes it easier for sales and marketing teams to compare lead volume and downstream sales performance.

Configure Marketing Settings First

Create and review the appropriate Marketing Channels, Lead Sources, and Campaigns before generating Posting Instructions.

Use the Correct Identifiers

Ensure your provider or developer uses the exact identifiers supplied in the generated document.

Provide the Complete Instructions

Share the full technical document rather than only the sample XML. Developers may need the schema, accepted values, and identifiers to configure submissions correctly.

Test Before Going Live

Verify that test leads are accepted and appear with the expected contact and marketing information.

Review Changes to Marketing Configuration

If your Lead Source, Campaign, or other relevant configuration changes, review whether the integration instructions need to be regenerated and shared with your provider.

Keep Instructions Organized

Maintain a record of which Posting Instructions were provided to each lead provider or integration partner.

Protect Integration Information

Share account-specific posting details only with authorized developers and lead providers.

Monitor Incoming Leads

After launching an integration, periodically verify that leads are arriving and that their attribution information is correct.

If your developer or lead provider encounters issues, contact ClickPoint Support through chat and provide the relevant posting details and error information.

Lead Posting Instructions are technical integration documents that explain how an external system can submit leads directly into SalesExec.

They include the expected data format, XML examples, schema information, and required identifiers.

Posting Instructions are intended for developers, lead generation companies, website administrators, and integration partners responsible for delivering leads into SalesExec.

Yes. Developers can use the instructions to configure supported website forms and landing pages to submit leads into SalesExec.

Yes. Third-party providers can configure automated lead submissions using the generated Posting Instructions.

The document includes technical posting requirements, an XML example, schema information, accepted values, and account identifiers such as Lead Type ID, Lead Source ID, and Campaign ID.

Yes. The Generate Posting Instructions option is available from the Marketing Channels, Lead Sources, and Campaigns tabs.

No. The instructions provide the technical requirements, but the lead provider or developer must configure the sending system.

These identifiers help associate submitted leads with the correct SalesExec marketing configuration.

Review and regenerate the instructions when relevant marketing or integration settings change, particularly if the changes affect the identifiers or values used by the provider.

Have your provider submit a test lead, confirm that it appears in SalesExec, and verify that its fields and marketing attribution are correct.