ClickPoint

Heath Warren

Admin and user settings articles for permissions, roles, and more

You can edit the column order, width, and use pin left or pin right to design your own unique lead manager screen

Configure the lead fields visible to your sales team when using Pull, Power Dialing, Lead Details Screen or the Mobile App.

If you have multiple office locations you will want to enable and add a branch location.  This article will show you how.

Add new users or branch locations to your ClickPoint account.  Enable and disable users, and add permissions for each user.

Update your user credentials or someone on your team if you are an administrator.  Change the password or username associated to the account

My Account Settings includes user credentials, email signature, document library, notification preferences, and communication tools.

Managing pull distribution assignments at a user level.

User roles and permissions make it possible to create levels of account access, roles for different users, and allowed features

With permissions you can limit what a user views on the toolbar such as contacts, products, reports, Pull feature or lead fields