Scoreboards
A new feature in ClickPoint that provides a personalized Scoreboard for tracking of leads and gives a clear view of agent lead movement.
A great agent or team motivator; create Scoreboards and add to a large TV or monitor for all in the office to see the movement and sales of the company!
How to Add a Scoreboard
Click Add Scoreboard
Name the Scoreboard and click Save
The newly created Scoreboard will now display
Click Settings
Click Add Slide button and a menu of reports will display
Click + to add a slide
Image 1.1 Choose A Slide Type
Notice the name of the Report is the title of the Slide, click the pencil icon to edit the name if you choose
Settings Wheel to Customize Title [3] – Select the time zone
Settings Wheel to Customize Widget [4] – Time zone, Fixed Dates, Rolling Dates, Reporting Tier and option to Filter
Change Background button [5], click this icon and you can choose the background of your slide to an Image or Video of your choice.
Image 1.2 Choose Background
Image 1.3 Edit Scoreboard
Notice: once a slide is created, you have the ability to add more slides.
You can select the time interval for the slides you create.
Share Link [6] is available with the intention of adding this link into a browser on a large monitor or TV. The link is located on the bottom left corner of the page.
Slide Interval [7], this is located on the bottom right corner of the page.
Image 1.5 Slide Interval and Share Link