Getting Started Administration | SalesExec Help Center

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Getting Started Administration

Getting started with ClickPoint lead manager including Basic settings, Advanced settings, and navigation

ClickPoint & RingResponse Explained

ClickPoint LeadManager and RingResponse

ClickPoint & RingResponse SupportHow can I contact the ClickPoint team when I need help?

Basic Account Configuration

System Notifications - ConfigurationNotifications are used to inform users about opened email, new leads, appointments, and transferred leads

System Notifications - Bulk and BranchInformation regarding Bulk and Branch style notifications

Configure Sales Script EditorSales scripts make it easy for new users to get your sales pitch down. Includes dynamic fields to create seamless sales presentations.

Adding and Managing ProductsAdd products to your products library and associate them with pipeline so that salespeople can easily show product sales

Compliance - Using the Do Not Contact PortalEnsure you are compliant with DNC (Do Not Contact) list request by prospects and leads.

Compliance - Adding Users for the DNC PortalEnsure you are compliant with DNC (Do Not Contact) list request by prospects and leads.

Compliance - DNC Check for SMS, Emails, CallsClickPoint automatically does a DNC check when new leads are added to help you remain compliant.

Compliance - Importing DNC RecordsImport records into your DNC repository.

Advanced Sales Workflow

Sales Workflow - Key TermsYour sales workflow is what drives performance of your sales lead management solution. Review key terms to get up to speed quickly.

Introduction to WorkflowsUse workflows to define lead milestones and automate important functions across your sales process within your organization.

Sales Workflow - Adding Workflows and StatusesYour sales workflow is what drives performance of your sales lead management solution *we recommend assistance for optimal results

Sales Workflow - Configuring ActionsA disposition that controls and automates what happens to a lead across your sales process.

Sales Workflow - Copy and ReplicateCopying a sales workflow can save time and replicate a workflow that already works for you

Compliance - Configure a Do Not Contact ActionEnsure your users are updating DNC requests, enforcing compliance by ensuring prospects are not called, emailed, or solicited.

Control How Leads are Updated with Automated EventsUse automated events to control when your leads are updated or to nurture leads based on your business needs.

Sales Workflow - Automated EventsAutomated events allow you to maximize the effectiveness of every sales milestone, status *we recommend assistance from a success manager

Building Record Types and Adding Lead Fields

Creating Record TypesCreate Record Types for specific products or industry types. Record Types house sales workflows, lead fields and lead data.

Setting up Lead System FieldsSetup system fields to denote important lead fields within your Record Type. These are used for templates, calling, and emailing

Editing Lead Fields - Duplicate CheckUsing duplicate check will ensure bad leads from multiple sources do not make their way to your sales floor

Duplicate Lead TasksAdd Duplicate Lead Actions to merge newly created leads to existing ones by appending or replacing lead field data.

Get Leads Into ClickPoint

Marketing Key TermsMarketing Channel, Lead Source and Campaign key terms to help you segment and measure marketing performance.

Setting up Marketing ChannelSet up a marketing channel for lead segmentation.

Setting up a Lead SourceSet up a lead source for lead source segmentation.

Setting up a CampaignSet up a campaign to segment by campaign.

Generate Posting InstructionsGenerate posting instructions to allow for real time lead delivery from your lead providers and landing pages

Advanced Lead Distribution

Advanced Lead distribution

State Calling HoursCalling Hours broken down by U.S. State.

How to Configure "Pull" Lead DistributionPull or Shark tank allows users to "Pull" leads as they are available, improving speed to lead, and ensuring leads are called

Introduction to Distribution Lead RoutingIntroduction to basic lead distribution concepts. This article covers the pros and cons of each strategy type and why you should use them.

Pull Priorities - Pull Count and Date AddedYou can control the order in which leads are pulled by your sales team based on the pull count and the date leads were added

How to Configure a "Pull from List" Distribution

How to Configure "Push" Lead RoutingWith "Push" you can route leads via round robin to users and salespeople with preset criteria

Pull Distribution - Shift HoursUse Shift Hours to determine when Distribution Strategies are available for use by your sales team.

Lead Distribution Administration - Holiday HoursSetup Holiday Hours and ensure your team is compliant with state calling hour restrictions

Configure User 'State' CriteriaPerfect for making sure your sales team can only work leads in U.S. States. Great for RingResponse and Pull Based Distribution

Email Settings

Whitelist ClickPoint through Google WorkspaceWhitelist ClickPoint through your Google Workspace administration console

Sending Email through Google WorkspaceConfigure your account to send email through Google Workspace

Sending Email Through Microsoft 365Configure your account to send email through Microsoft 365.

Sync Email to Corporate or Branch AccountsSync Microsoft 365 or Google Workspace email to Corporate and Branch accounts.

How To Create Email Nurture CampaignCreate email nurture campaigns that reach your prospects based on lead status change, time, email open, or lead import.

How To Create Email TemplatesEmail templates for your prospects sent in bulk, via email nurture, or one off, with tags and notifications for opens or response.

How To Create Email PermissionsEmail permissions ensure specific branch locations or users have access to certain emails while limiting access to others you select.

How To Create Email SignatureCreate an email signature to be used in email nurture, bulk email sends, or one off email delivery to your prospects and leads.

Send Verified Email via Send Grid and LeadManagerProtect your Sender Identity and stay in compliance with CAN-SPAM rules and guidelines.

Troubleshooting Email IssuesTroubleshooting Email Issues