ClickPoint

Create Record Types for specific products or industry types. Record Types house sales workflows, lead fields and lead data.

Creating Record Types

Lead fields are critical for getting leads with your specific industry fields including text, money, dropdown, phone fields.

Setup system fields to denote important lead fields within your Record Type. These are used for templates, calling, and emailing

Using duplicate check will ensure bad leads from multiple sources do not make their way to your sales floor

Add Duplicate Lead Actions to merge newly created leads to existing ones by appending or replacing lead field data.

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