Getting Started Administration | ClickPoint Help Center

ClickPoint & RingResponse Explained

ClickPoint & RingResponse Support

How can I contact the ClickPoint team when I need help?

Written by Gabriel Buck
Updated over a week ago

Basic Account Configuration

System Notifications - Configuration

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

Written by Nathan Watkins
Updated over a week ago

System Notifications - Bulk and Branch Notifications

Information regarding Bulk and Branch style notifications

Written by Sam Sanchez
Updated over a week ago

Configure Sales Script Editor

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

Written by Gabriel Buck
Updated over a week ago

Adding and Managing Products

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

Written by Rob Alfano
Updated over a week ago

Compliance - Using the Do Not Contact Portal

Ensure you are compliant with DNC (Do Not Contact) list request by prospects and leads.

Written by Nathan Watkins
Updated over a week ago

Compliance - Adding Users for the Do Not Contact Portal

Ensure you are compliant with DNC (Do Not Contact) list request by prospects and leads.

Written by Nathan Watkins
Updated over a week ago

Compliance - DNC Check process for SMS Text, Emails and Phone Calls

ClickPoint automatically does a DNC check when new leads are added to help you remain compliant.

Written by Nathan Watkins
Updated over a week ago

Compliance - Importing DNC Records

Import records into your DNC repository.

Written by Sam Sanchez
Updated over a week ago

Advanced Sales Workflow

Sales Workflow - Key Terms

Your sales workflow is what drives performance of your sales lead management solution. Review key terms to get up to speed quickly.

Written by Nathan Watkins
Updated over a week ago

Introduction to Workflows

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

Written by Nathan Watkins
Updated over a week ago

Sales Workflow - Adding Workflows and Statuses

Your sales workflow is what drives performance of your sales lead management solution *we recommend assistance for optimal results

Written by Nathan Watkins
Updated over a week ago

Sales Workflow - Configuring Actions

A disposition that controls and automates what happens to a lead across your sales process.

Written by Nathan Watkins
Updated over a week ago

Sales Workflow - Copy and Replicate

Copying a sales workflow can save time and replicate a workflow that already works for you

Written by Nathan Watkins
Updated over a week ago

Compliance - Configure a Do Not Contact Action

Ensure your users are updating DNC requests, enforcing compliance by ensuring prospects are not called, emailed, or solicited.

Written by Gabriel Buck
Updated over a week ago

Automated Events 2.0

Written by Nathan Watkins
Updated over a week ago

Sales Workflow - Automated Events

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

Written by Nathan Watkins
Updated over a week ago

Building Record Types and Adding Lead Fields

Creating Record Types

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

Written by Chris Arenas
Updated over a week ago

Create Lead Fields for your Record Type

Lead fields are critical for getting leads with your specific industry fields including text, money, dropdown, phone fields.

Written by Nathan Watkins
Updated over a week ago

Setting up Lead System Fields

Setup system fields to denote important lead fields within your Record Type. These are used for templates, calling, and emailing

Written by Nathan Watkins
Updated over a week ago

Editing Lead Fields - Duplicate Check

Using duplicate check will ensure bad leads from multiple sources do not make their way to your sales floor

Written by Nathan Watkins
Updated over a week ago

Duplicate Lead Tasks

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

Written by Nathan Watkins
Updated over a week ago

Get Leads Into ClickPoint

Marketing Key Terms

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

Written by Nathan Watkins
Updated over a week ago

Setting up Marketing Channel

Segment your leads by Marketing Channels, Lead Sources and Campaigns to measure marketing performance.

Written by Heath Warren
Updated over a week ago

Setting up a Lead Source

Segment your leads by Marketing Channels, Lead Sources and Campaigns to measure marketing performance.

Written by Nathan Watkins
Updated over a week ago

Setting up a Campaign

Segment your leads by Marketing Channels, Lead Sources and Campaigns to measure marketing performance.

Written by Nathan Watkins
Updated over a week ago

Generate Posting Instructions

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

Written by Nathan Watkins
Updated over a week ago

Advanced Lead Distribution

State Calling Hours

Calling Hours broken down by U.S. State.

Written by Nathan Watkins
Updated over a week ago

How to Configure "Pull" Lead Distribution

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

Written by Gabriel Buck
Updated over a week ago

Introduction to Distribution Lead Routing

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

Written by Nathan Watkins
Updated over a week ago

Pull Priorities - Pull Count and Date Added

You can control the order in which leads are pulled by your sales team based on the pull count and the date leads were added

Written by Nathan Watkins
Updated over a week ago

How to Configure a "Pull from List" Distribution

Written by Sam Sanchez
Updated over a week ago

How to Configure "Push" Lead Routing

With "Push" you can route leads via round robin to users and salespeople with preset criteria

Written by Nathan Watkins
Updated over a week ago

Pull Distribution - Shift Hours

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

Written by Nathan Watkins
Updated over a week ago

Lead Distribution Administration - Holiday Hours

Setup Holiday Hours and ensure your team is compliant with state calling hour restrictions

Written by Gabriel Buck
Updated over a week ago

Configure User 'State' Criteria

Perfect for making sure your sales team can only work leads in U.S. States. Great for RingResponse and Pull Based Distribution

Written by Nathan Watkins
Updated over a week ago

Nurture Your Leads

Whitelist ClickPoint through Google Workspace

Whitelist ClickPoint through your Google Workspace administration console

Written by Nathan Watkins
Updated over a week ago

Send Emails through Google Workspace

Configure your account to send emails through Google Workspace

Written by Nathan Watkins
Updated over a week ago

Send Emails through Microsoft 365

Configure your account to send emails through Microsoft 365

Written by Nathan Watkins
Updated over a week ago

Sync Company Emails to leads assigned to Corporate or Branch Accounts

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

Written by Nathan Watkins
Updated over a week ago

How To Create Email Nurture Campaign

Create email nurture campaigns that reach your prospects based on lead status change, time, email open, or lead import.

Written by Gabriel Buck
Updated over a week ago

How To Create Email Templates

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

Written by Sam Sanchez
Updated over a week ago

How To Create Email Permissions

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

Written by Gabriel Buck
Updated over a week ago

How To Create Email Signature

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

Written by Gabriel Buck
Updated over a week ago

Navigate - Lead Details

This is a screen salespeople will spend most of their time on, you can learn about which parts can be edited or configured

Written by Gabriel Buck
Updated over a week ago

Navigate - Contacts

Create and import contacts that can then be associated with leads. Great way to use non active contacts that may convert to leads.

Written by Gabriel Buck
Updated over a week ago

Navigate - Calendar and Appointments

Use the shared calendar to access other users calendars, making it possible to set appointments for other salespeople

Written by Gabriel Buck
Updated over a week ago

Navigate - "Pull" Screen

The Pull screen uses guided selling to keep your users and salespeople on the phone making outbound dials

Written by Gabriel Buck
Updated over a week ago