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