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ClickPoint LeadManager Administration
ClickPoint LeadManager Administration

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

Sam Sanchez avatarChris Arenas avatarGabriel Buck avatar
By Sam and 2 others3 authors10 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
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