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ClickPoint Lead Manager Screen
ClickPoint Lead Manager Screen
Things you can do on the Lead Manager Screen
23 articles in this collection
Written by
Gabriel Buck
and
Heath Warren
Updating Leads
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
Lead Manager Tools
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
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
Navigation
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