After a lead is created in ClickPoint, it may be necessary to update its marketing information. An update such as this may be needed in the event a lead has the incorrect Lead Source, or a vendor accidentally posted the incorrect Marketing Channel. Having the ability to update lead generation data allows marketing managers to better track lead performance.

Note: In general, this tool should not be enabled for all users and should only be used by Marketing Managers and appropriate account administrators.

Updating Marketing Information

  • Before this feature is enabled, you must first decide on which user roles should inherit this new permission. Then, navigate to More > Settings > Create Roles and Permissions

Roles and Permissions

  • Edit the desired User Role by selecting the Pencil icon. 

Update User Role

  • Towards the bottom of the screen, enable Update a Lead's Marketing Channel, Lead Source or Campaign.

New Permission

  • Once enabled, the tool is accessible under the Update options located on the Lead Manager Screen. 

New Update Option

  • On selection, a modal window will display with the ability to update Marketing Channel, Lead Source and Campaign. 

Update Marketing Info

  • After the appropriate selections are made, select Save. Within the lead's history, a new line item is created to denote that a change has been made. 

Newly Updated Marketing Information

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