ClickPoint LeadManager Administration
Admin and user settings articles for permissions, roles, and more
Configure the Lead Manager
Configure Lead Manager
Edit the Column Layout of Your Lead Manager ScreenYou can edit the column order, width, and use pin left or pin right to design your own unique lead manager screen
Lead Manager Screen System Column Definitions
Configure User and Sales ViewsConfigure the lead fields visible to your sales team when using Pull, Power Dialing, Lead Details Screen or the Mobile App.
Troubleshooting SalesExecTroubleshooting SalesExec
Adding and Updating Users
Adding and Updating Users
Adding a Branch LocationIf you have multiple office locations, you will want to enable and add a branch location. This article will show you how.
Adding New UsersAdd new users or branch locations to your ClickPoint account. Enable and disable users, and add permissions for each user.
Update User Name and PasswordUpdate your user credentials or someone on your team if you are an administrator. Change the password or username associated to the account
How To Update My Account SettingsMy Account Settings includes user credentials, email signature, document library, notification preferences, and communication tools.
Assigned Pull Distributions for UsersManaging pull distribution assignments at a user level.
Introduction to User Roles and PermissionsUser roles and permissions make it possible to create levels of account access, roles for different users, and allowed features
Advanced User Role and Permission ConfigurationWith permissions you can limit what a user views on the toolbar such as contacts, products, reports, Pull feature or lead fields