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Onboarding
Onboarding
These articles are intended for new clients working through the onboard process, though they may be helpful for anyone.
Mastering the New WorkflowImprove lead tracking with this completely redesigned workflow feature.
Understanding Your WorkflowAn introduction to Workflow settings
Review and Edit Marketing DetailsYou can easily review and edit your list of available Marketing Channels, Lead Sources, and Campaigns
Generate Automatic Lead Posting InstructionsWithin the user interface, you can generate posting instructions for setting up automatic lead posts.
Set Up a Duplicate Check
Configure a Notification
Customize Lead Manager Screen LayoutYou can edit the column order, width, and use pin left or pin right to design your own unique lead manager screen.
Customize Field GroupsFields groups determine the lead fields that are visible to your team when using various features to work leads.
Create an Email Template
Set Up Email SyncDetails for how you can setup email sync with ClickPoint to send emails through Microsoft 365 or Google Workspace
Create a Nurture Strategy
Create and Test a New Lead Automated Event
How to Add New UsersAdd new users or create new Branches to facilitate adding new teams to ClickPoint
Creating Lead DistributionsYou can choose to create Push or Pull lead distributions to meet the needs of your sales teams
Set Up RingResponse Billing
Purchasing Phone NumbersYou can purchase phone numbers for inbound call tracking, outbound dialing, local presence, and SMS.
SMS Opt-InThe SMS Opt-In is a helpful compliance tool for engaging with leads with SMS
Create an SMS TemplatePre-drafted SMS templates can be automatically triggered or easily sent manually
Configure An Action to Send an SMS Template
Testing SMSPlay around with sending yourself text messages within ClickPoint Lead Manager
Creating Call FlowsCall flows set the rules for how you want inbound phone calls to be handled
Enabling and Configuring Phone NumbersPhone numbers can be configured for inbound calls, outbound dialing, and SMS