ClickPoint

How to update lead notes, appointments, edit, return, or call a lead

Updating Your Leads Overview

Update actions like called and emailed which will move leads through your sales workflow in conjunction with updating lead status.

Returning leads is vital to ensure your bad leads get back to the lead sources that provided them

Use the transfer lead feature to move leads between users, and branch locations, with ease.

Update your lead marketing information in the lead manager screen

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