Onboarding

These articles are intended for new clients working through the onboard process, though they may be helpful for anyone.

25 articles in this collection
Written by Nathan Watkins and Heath Warren

Getting Started

Set Your Password and Log In

Your account has been created, now let's set your password and log in

Written by Heath Warren
Updated over a week ago

Upload a Profile Picture

Written by Heath Warren
Updated over a week ago

Send Us a Chat Message

Written by Heath Warren
Updated over a week ago

Add a New Lead

Follow these steps to manually add a lead

Written by Heath Warren
Updated over a week ago

Foundational Configuration

Understanding Your Workflow

An introduction to Workflow settings

Written by Heath Warren
Updated over a week ago

Review and Edit Marketing Details

You can easily review and edit your list of available Marketing Channels, Lead Sources, and Campaigns

Written by Heath Warren
Updated over a week ago

Generate Posting Instructions

Within the user interface, you can generate posting instructions for setting up automatic lead posts.

Written by Heath Warren
Updated over a week ago

Set Up a Duplicate Check

Written by Heath Warren
Updated over a week ago

Configure a Notification

Written by Heath Warren
Updated over a week ago

Customize the Column Layout of Your Lead Manager Screen

You can edit the column order, width, and use pin left or pin right to design your own unique lead manager screen.

Written by Heath Warren
Updated over a week ago

Customize Field Groups

Fields groups determine the lead fields that are visible to your team when using various features to work leads.

Written by Heath Warren
Updated over a week ago

Optimization

Create an Email Template

Written by Heath Warren
Updated over a week ago

Set Up Email Sync

Details for how you can setup email sync with ClickPoint to send emails through Microsoft 365 or Google Workspace

Written by Heath Warren
Updated over a week ago

Create a Nurture Strategy

Written by Heath Warren
Updated over a week ago

Create and Test a New Lead Automated Event

Written by Heath Warren
Updated over a week ago

How to Add New Users

Add new users or create new Branches to facilitate adding new teams to ClickPoint

Written by Heath Warren
Updated over a week ago

Creating Lead Distributions

You can choose to create Push or Pull lead distributions to meet the needs of your sales teams

Written by Heath Warren
Updated over a week ago

RingResponse

Set Up RingResponse Billing

Written by Heath Warren
Updated over a week ago

Purchasing Phone Numbers

You can purchase phone numbers for inbound call tracking, outbound dialing, local presence, and SMS.

Written by Heath Warren
Updated over a week ago

SMS Opt-In

The SMS Opt-In is a helpful compliance tool for engaging with leads with SMS

Written by Heath Warren
Updated over a week ago

Create an SMS Template

Pre-drafted SMS templates can be automatically triggered or easily sent manually

Written by Heath Warren
Updated over a week ago

Configure An Action to Send an SMS Template

Written by Heath Warren
Updated over a week ago

Testing SMS

Play around with sending yourself text messages within ClickPoint Lead Manager

Written by Nathan Watkins
Updated over a week ago

Creating Call Flows

Call flows set the rules for how you want inbound phone calls to be handled

Written by Heath Warren
Updated over a week ago

Enabling and Configuring Phone Numbers

Phone numbers can be configured for inbound calls, outbound dialing, and SMS

Written by Heath Warren
Updated over a week ago