ClickPoint

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

System Notifications - Configuration

Information regarding Bulk and Branch style notifications

System Notifications - Bulk and Branch

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

Configure Sales Script Editor

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

Adding and Managing Products

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

Compliance - Using the Do Not Contact Portal

Compliance - Adding Users for the DNC Portal

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

Compliance - DNC Check for SMS, Emails, Calls

Compliance - Importing DNC Records

Gabriel Buck

Rob Alfano

Basic Account Configuration

www.clickpointsoftware.com

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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