ClickPoint

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

Sales Workflow - Key Terms

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

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

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

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

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

Use automated events to control when your leads are updated or to nurture leads based on your business needs.

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

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Track the progress of all tickets related to your company.

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