ClickPoint

Manually transfer leads from the 'Home' and 'My Leads' lists

Transferring Leads in SalesExec Mobile

SMS for SaleExec Mobile

How to navigate the SalesExec Mobile application.  Get turn by turn direction, click-to-dial, set appointments, and update leads

Navigation - Mobile Application

Gabriel Buck

Get the SalesExec Mobile application for mobile and field sales teams

Mobile Application - IOS or Android

www.clickpointsoftware.com

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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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