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Getting Started Administration
Getting started with ClickPoint lead manager including Basic settings, Advanced settings, and navigation
System Notifications - Configuration
System Notifications - Bulk and Branch Notifications
Configure Sales Script Editor
Adding and Managing Products
Compliance - Using the Do Not Contact Portal
Compliance - Adding Users for the Do Not Contact Portal
Compliance - DNC Check process for SMS Text, Emails and Phone Calls
Compliance - Importing DNC Records
State Calling Hours
How to Configure "Pull" Lead Distribution
Introduction to Distribution Lead Routing
Pull Priorities - Pull Count and Date Added
How to Configure a "Pull from List" Distribution
How to Configure "Push" Lead Routing
Pull Distribution - Shift Hours
Lead Distribution Administration - Holiday Hours
Configure User 'State' Criteria
Whitelist ClickPoint through Google Workspace
Sending Email through Google Workspace
Sending Email Through Microsoft 365
Sync Company Emails to leads assigned to Corporate or Branch Accounts
How To Create Email Nurture Campaign
How To Create Email Templates
How To Create Email Permissions
How To Create Email Signature
Send Verified Email via Send Grid and LeadManager