ClickPoint Lead Manager Screen

Things you can do on the Lead Manager Screen

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23 articles in this collection
Written by Gabriel Buck and Heath Warren
How To

How to Add a Lead

Adding new leads to the Lead Manager
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Written by Gabriel Buck
Updated over a week ago

How to Import Leads

Import large lead lists from Excel right into ClickPoint and use the routing feature to distribute leads to your users
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Written by Gabriel Buck
Updated over a week ago

How to Use Email to Engage with Your Prospects

Send manual emails from the lead manager screen in bulk or individually to any prospect or lead
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Written by Gabriel Buck
Updated over a week ago

Deliver Email at the Perfect Time Using Scheduled Email Delivery

Ensure your emails are received at optimum times by scheduling delivery.
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Written by Gabriel Buck
Updated over a week ago

Never Miss an Email with Email Conversations

All of your email correspondence, linked to your leads.
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Written by Gabriel Buck
Updated over a week ago

How to Add Leads to a Email Nurture Campaign

From the lead managers screen you can add multiple or individual leads to an email nurture campaign
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Written by Gabriel Buck
Updated over a week ago

How to Close a Lead from Lead Manager

Update status of a lead to closed moving the lead to a won or closed status, feeding reports and ensuring the end of a lead lifecycle.
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Written by Gabriel Buck
Updated over a week ago

How to Export Leads from the Lead Manager

Exporting leads via Excel is necessary from time to time to move them into other reporting solutions or third party applications
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Written by Gabriel Buck
Updated over a week ago

How to Import Leads into Holding Bin

Import leads into holding bin to track direct mail response. Use a promo code assigned to each lead and track all response
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Written by Gabriel Buck
Updated over a week ago

How to Use Pipeline

Use pipeline to estimate your open and pending sales. Pipeline can help give you a better picture of receivables and future sales.
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Written by Heath Warren
Updated over a week ago