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ClickPoint LeadManager Screen
Things you can do on the Lead Manager Screen
Updating Leads
Updating Leads
Updating Your Leads OverviewHow to update lead notes, appointments, edit, return, or call a lead
Using Actions to Update LeadsUpdate actions like called and emailed which will move leads through your sales workflow in conjunction with updating lead status.
How to Return Leads from the Lead Manager ScreenReturning leads is vital to ensure your bad leads get back to the lead sources that provided them
Manually Transferring Leads to UsersUse the transfer lead feature to move leads between users, and branch locations, with ease.
Updating Marketing Information on LeadsUpdate your lead marketing information in the lead manager screen
Lead Manager Tools
Lead Manager Tools
Using Right Click Menu in Lead Manager ScreenGain efficiencies by learning how to use the right click context menu
Using Click-To-Dial and Power DialUsing Click-to-Dial and Power Dialer from the Lead Manager Screen
Filtering Your Leads in the Lead Manager ScreenUse filters to segment your leads by user, geography, product, and more..
How To
How To
How to Add a LeadAdding new leads to the Lead Manager
How to Import LeadsImport large lead lists from Excel right into ClickPoint and use the routing feature to distribute leads to your users
How to Use Email to Engage with Your ProspectsSend manual emails from the lead manager screen in bulk or individually to any prospect or lead
Deliver Email at the Perfect Time Using Scheduled Email DeliveryEnsure your emails are received at optimum times by scheduling delivery.
Never Miss an Email with Email ConversationsAll of your email correspondence, linked to your leads.
How to Add Leads to a Email Nurture CampaignFrom the lead managers screen you can add multiple or individual leads to an email nurture campaign
How to Close a Lead from Lead ManagerUpdate 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.
How to Export Leads from the Lead ManagerExporting leads via Excel is necessary from time to time to move them into other reporting solutions or third party applications
How to Import Leads into Holding BinImport leads into holding bin to track direct mail response. Use a promo code assigned to each lead and track all response
How to Use PipelineUse pipeline to estimate your open and pending sales. Pipeline can help give you a better picture of receivables and future sales.