ClickPoint Lead Manager


  • Update to Transfer modal so it properly filters on users within a branch when transferring on the Lead Manager Screen.

  • Added further validation and also fixed an issue with /v1/Leads/GUID to properly update a lead’s workflow when a status is updated. 

  • Fixed an issue on the Lead Details Screen so that extra long notes don’t cause the Edit/Delete Note buttons from disappearing from the page. 


  • Updates related to internal ClickPoint monitoring services.

  • Optimizations related to our scaling service.

  • Optimizations to the Lead Manager Screen to facilitate faster load times.

New Features

  • ClickPoint administrators can now restrict a user’s ability to Return a lead or remove/ add a lead to Nurture through User Role and Permission page. 

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