ClickPoint

Gabriel Buck

Chris Arenas

Things you can do on the Lead Manager Screen

ClickPoint LeadManager Screen

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

Updating Your Leads Overview

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

Using Actions to Update Leads

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

How to Return Leads from the Lead Manager Screen

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

Manually Transferring Leads to Users

Update your lead marketing information in the lead manager screen

Updating Marketing Information on Leads

Updating Leads

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

Using Right Click Menu in Lead Manager Screen

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

Using Click-To-Dial and Power Dial

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

Filtering Your Leads in the Lead Manager Screen

Lead Manager Tools

How to Add a Lead

Import large lead lists from Excel right into ClickPoint and use the routing feature to distribute leads to your users

How to Import Leads

Send manual emails from the lead manager screen in bulk or individually to any prospect or lead

How to Use Email to Engage with Your Prospects

Ensure your emails are received at optimum times by scheduling delivery.

Deliver Email at the Perfect Time Using Scheduled Email Delivery

All of your email correspondence, linked to your leads.

Never Miss an Email with Email Conversations

From the lead managers screen you can add multiple or individual leads to an email nurture campaign

How to Add Leads to a Email Nurture Campaign

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.

How to Close a Lead from Lead Manager

Exporting leads via Excel is necessary from time to time to move them into other reporting solutions or third party applications

How to Export Leads from the Lead Manager

Import leads into holding bin to track direct mail response.  Use a promo code assigned to each lead and track all response

How to Import Leads into Holding Bin

Use pipeline to estimate your open and pending sales.  Pipeline can help give you a better picture of receivables and future sales.

How to Use Pipeline

How To

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

Navigate The Lead Manager Screen

Quickly navigate and search your leads from the Lead Manager Screen

Searching your Leads

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

Quick Search Different Types of Leads

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

Using Toolbar to Navigate ClickPoint Software

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

Updating Leads

Lead Manager Tools

How To

Navigation