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ClickPoint LeadManager Administration
ClickPoint LeadManager Administration
Admin and user settings articles for permissions, roles, and more
By Heath and 2 others
3 authors
10 articles
Configure the Lead Manager
Edit the Column Layout of Your Lead Manager Screen
Lead Manager Screen System Column Definitions
Configure User and Sales Views
Adding and Updating Users
Adding a Branch Location
Adding New Users
Update User Name and Password
How To Update My Account Settings
Assigned Pull Distributions for Users
Introduction to User Roles and Permissions
Advanced Configuration of User Roles and Permissions