Overview
Lead Posting Instructions in SalesExec provide your integration partners or source systems with the exact format, field requirements, and endpoint details needed to send leads into SalesExec properly. These instructions ensure that incoming leads are ingested consistently and accurately from external systems such as CRMs, web forms, partner systems, or API integrations.
Key Functionality
Create clear, exportable lead posting specifications for any lead source.
Include required fields, optional fields, and formatting rules.
Provide examples of how data should be structured for successful posting.
Ensure each lead source knows exactly how to send data that SalesExec will accept.
Reduce integration errors and lead processing delays.
How to Use This Feature
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 tabs. To create, select 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.
The document provides everything needed for a developer or lead source provider to get leads into ClickPoint. The document outlines the format, an XML example, the Schema which defines acceptable values, and important Account Identifier Values.
To create a shareable document of your posting instructions, click Print and use the Save as PDF function to save the document to your computer as a PDF.
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
Best Practices
Always update your posting instructions when you add, remove, or rename lead fields.
Share the instructions early in the integration process so partners build to the correct format.
Include examples of successful lead submissions for each major lead source to reduce back-and-forth.
Clearly mark which fields are required so integrations fail fast and reliably when data is missing.
Review posting instructions periodically to ensure they reflect current business processes.
Troubleshooting
If posted leads are missing data, compare what the external system is sending with your current instructions to identify mismatches.
If leads are rejected or fail to post, confirm that all required fields are included and correctly formatted.
When field requirements change in SalesExec, regenerate or update your instructions and redistribute them to all lead sources.
If posting errors reference specific fields, double-check field names and allowed values in the instruction set.
Make sure your integration partner acknowledges receipt of the updated instructions and confirms acceptance criteria.