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ClickPoint Lead Manager Administration
ClickPoint Lead Manager Administration
Admin and user settings articles for permissions, roles, and more
10 articles in this collection
Written by
Gabriel Buck,
Sam Sanchez,
and
Heath Warren
Configure the Lead Manager
Edit the Column Layout of Your Lead Manager Screen
You can edit the column order, width, and use pin left or pin right to design your own unique lead manager screen
Written by
Heath Warren
Updated over a week ago
Lead Manager Screen System Column Definitions
Written by
Sam Sanchez
Updated over a week ago
Configure User and Sales Views
Configure the lead fields visible to your sales team when using Pull, Power Dialing, Lead Details Screen or the Mobile App.
Written by
Heath Warren
Updated over a week ago
Adding and Updating Users
Adding a Branch Location
If you have multiple office locations you will want to enable and add a branch location. This article will show you how.
Written by
Heath Warren
Updated over a week ago
Adding New Users
Add new users or branch locations to your ClickPoint account. Enable and disable users, and add permissions for each user.
Written by
Gabriel Buck
Updated over a week ago
Update User Name and Password
Update your user credentials or someone on your team if you are an administrator. Change the password or username associated to the account
Written by
Gabriel Buck
Updated over a week ago
How To Update My Account Settings
My Account Settings includes user credentials, email signature, document library, notification preferences, and communication tools.
Written by
Gabriel Buck
Updated over a week ago
Assigned Pull Distributions for Users
Managing pull distribution assignments at a user level.
Written by
Sam Sanchez
Updated over a week ago
Introduction to User Roles and Permissions
User roles and permissions make it possible to create levels of account access, roles for different users, and allowed features
Written by
Gabriel Buck
Updated over a week ago
Advanced Configuration of User Roles and Permissions
With permissions you can limit what a user views on the toolbar such as contacts, products, reports, Pull feature or lead fields
Written by
Heath Warren
Updated over a week ago