SalesExec allows you to import bulk leads via a file. However, it is strongly advised that you provide posting instructions to your lead source providers and developers who manage your landing pages. Automatic lead posting allows you to focus on speed to lead regarding contacting your prospects.

Generating Posting Instructions

  • Navigate to More > Settings > Setup Marketing Channels, Lead Sources and Campaigns

  • Posting Instructions can be generated on any of the Marketing Channel, Lead Source or Campaigns tab. To create, select Generate Posting Instructions.

Generate Posting Instructions

  • You should carefully consider how your Marketing Channels relate to your Lead Sources and Campaigns. After you make your selections, select Generate

Posting Instruction Configuration

  • The document provides everything needed for a developer or lead source provider to get leads into SalesExec. The document outlines the format, an XML example, the Schema which defines acceptable values and important Account Identifier Values 


Note: Should your developers or lead source providers have any issues or questions, please do not hesitate to reach out to our support team via chat or at SupportTeam@clickpointsoftware.com

Did this answer your question?