Getting Started Administration

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

Gabriel Buck avatar Rob Alfano avatar Chris Arenas avatar +2
48 articles in this collection
Written by Gabriel Buck, Rob Alfano, Chris Arenas and 2 others
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.
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Written by Gabriel Buck
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.
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Written by Gabriel Buck
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
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Written by Gabriel Buck
Updated over a week ago

Sales Workflow - Configuring Actions

A disposition that controls and automates what happens to a lead across your sales process.
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Written by Gabriel Buck
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
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Written by Gabriel Buck
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.
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Written by Gabriel Buck
Updated over a week ago

Control How Leads are Updated with Automated Events

Use automated events to control when your leads are updated or to nurture leads based on your business needs.
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Written by Gabriel Buck
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
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Written by Gabriel Buck
Updated over a week ago
Advanced Lead Distribution

State Calling Hours

Calling Hours broken down by U.S. State.
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Written by Gabriel Buck
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
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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.
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Written by Gabriel Buck
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
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Written by Gabriel Buck
Updated over a week ago

How to Configure a "Pull from List" Distribution

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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
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Written by Gabriel Buck
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.
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Written by Gabriel Buck
Updated over a week ago

Lead Distribution Administration - Holiday Hours

Setup Holiday Hours and ensure your team is compliant with state calling hour restrictions
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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
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Written by Gabriel Buck
Updated over a week ago
Nurture Your Leads

Whitelist ClickPoint through Google Workspace

Whitelist ClickPoint through your Google Workspace administration console
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Written by Gabriel Buck
Updated over a week ago

Sending Email through Google Workspace

Configure your account to send email through Google Workspace
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Written by Gabriel Buck
Updated over a week ago

Sending Email Through Microsoft 365

Configure your account to send email through Microsoft 365.
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Written by Gabriel Buck
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.
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Written by Gabriel Buck
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.
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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.
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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.
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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.
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Written by Gabriel Buck
Updated over a week ago