Basic Account Configuration
By Rob and 2 others3 authors8 articles
System Notifications - ConfigurationNotifications are used to inform users about opened email, new leads, appointments, and transferred leads
System Notifications - Bulk and Branch NotificationsInformation 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 Do Not Contact PortalEnsure you are compliant with DNC (Do Not Contact) list request by prospects and leads.
Compliance - DNC Check process for SMS Text, Emails and Phone 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.