ClickPoint

How to Add a Lead

Import large lead lists from Excel right into ClickPoint and use the routing feature to distribute leads to your users

Send manual emails from the lead manager screen in bulk or individually to any prospect or lead

Ensure your emails are received at optimum times by scheduling delivery.

All of your email correspondence, linked to your leads.

From the lead managers screen you can add multiple or individual leads to an email nurture campaign

Update status of a lead to closed moving the lead to a won or closed status, feeding reports and ensuring the end of a lead lifecycle.

Exporting leads via Excel is necessary from time to time to move them into other reporting solutions or third party applications

Import leads into holding bin to track direct mail response.  Use a promo code assigned to each lead and track all response

Use pipeline to estimate your open and pending sales.  Pipeline can help give you a better picture of receivables and future sales.

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