ClickPoint

Heath Warren

Gabriel Buck

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

Onboarding

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

Set Your Password and Log In

Upload a Profile Picture

Send Us a Chat Message

Follow these steps to manually add a lead

Add a New Lead

Getting Started

Understanding Your Workflow

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

Review and Edit Marketing Details

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

Generate Posting Instructions

Set Up a Duplicate Check

Configure a Notification

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

Customize the Column Layout of Your Lead Manager Screen

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

Customize Field Groups

Foundational Configuration

Create an Email Template

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

Set Up Email Sync

Create a Nurture Strategy

Create and Test a New Lead Automated Event

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

How to Add New Users

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

Creating Lead Distributions

Optimization

Set Up RingResponse Billing

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

Purchasing Phone Numbers

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

SMS Opt-In

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

Create an SMS Template

Configure An Action to Send an SMS Template

Play around with sending yourself text messages within ClickPoint Lead Manager

Testing SMS

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

Creating Call Flows

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

Enabling and Configuring Phone Numbers

RingResponse

www.clickpointsoftware.com

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