Adding Leads to SalesExec
Learn how to capture, import, and integrate leads from web forms, lead providers, and other sources into SalesExec.
By Chris and 1 other2 authors5 articles
- Understanding Marketing Channels, Lead Sources, and Campaigns in SalesExecLearn how SalesExec organizes marketing channels, lead sources, and campaigns to track lead generation, measure marketing performance, and identify which sources produce the most sales.
- How to Create and Configure Marketing Channels in SalesExecLearn how to create Marketing Channels in SalesExec, assign corporate or branch ownership, and organize incoming leads for accurate marketing attribution and reporting.
- How to Create and Configure Lead Sources in SalesExecLearn how to create Lead Sources in SalesExec, assign corporate or branch ownership, and track where incoming leads originate for accurate marketing attribution and reporting.
- How to Create and Manage Marketing Campaigns in SalesExecLearn how to create marketing campaigns in SalesExec, associate Lead Sources, configure budgets and lead costs, and manage campaign start and stop dates.
- How to Generate Lead Posting Instructions in SalesExecLearn how to generate lead posting instructions for developers and lead providers to automatically deliver leads from websites, landing pages, and third-party sources into SalesExec.