ClickPoint

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

Navigate - Lead Details

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

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

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

Find answers and get help from Intercom Support and Community Experts

Link, Press control-option-right-arrow to exit

Tickets submitted through the messenger or by a support agent in your conversation will appear here.

Try using different keywords or checking for typos.

Track the progress of all tickets related to your company.

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