ClickPoint Lead Manager Screen

Updating Your Leads Overview

How to update lead notes, appointments, edit, return, or call a lead

Written by Gabriel Buck
Updated over a week ago

Using Actions to Update Leads

Update actions like called and emailed which will move leads through your sales workflow in conjunction with updating lead status.

Written by Gabriel Buck
Updated over a week ago

How to Return Leads from the Lead Manager Screen

Returning leads is vital to ensure your bad leads get back to the lead sources that provided them

Written by Heath Warren
Updated over a week ago

Manually Transferring Leads to Users

Use the transfer lead feature to move leads between users, and branch locations, with ease.

Written by Gabriel Buck
Updated over a week ago

Updating Marketing Information on Leads

Update your lead marketing information in the lead manager screen

Written by Gabriel Buck
Updated over a week ago

Using Right Click Menu in Lead Manager Screen

Gain efficiencies by learning how to use the right click context menu

Written by Gabriel Buck
Updated over a week ago

Using Click-To-Dial and Power Dial

Using Click-to-Dial and Power Dialer from the Lead Manager Screen

Written by Gabriel Buck
Updated over a week ago

Filtering Your Leads in the Lead Manager Screen

Use filters to segment your leads by user, geography, product, and more..

Written by Gabriel Buck
Updated over a week ago

How to Add a Lead

Adding new leads to the Lead Manager

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

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

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.

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.

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

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.

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

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

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.

Written by Heath Warren
Updated over a week ago

Navigate The Lead Manager Screen

How to manage and navigate the lead manager screen, accessing all of your leads and prospects from one screen.

Written by Gabriel Buck
Updated over a week ago

Searching your Leads

Quickly navigate and search your leads from the Lead Manager Screen

Written by Gabriel Buck
Updated over a week ago

Quick Search Different Types of Leads

Quickly search all of your leads whether they are valid, invalid or returned.

Written by Gabriel Buck
Updated over a week ago

Using Toolbar to Navigate ClickPoint Software

Use the toolbar to navigate to the various parts of ClickPoint with the collapsed toolbar feature.

Written by Gabriel Buck
Updated over a week ago

Event Stream

Use Event Stream to easily track when your leads open, reply or click your emails.

Written by Gabriel Buck
Updated over a week ago