ClickPoint

Create an Email Template

Details for how you can setup email sync with SalesExec 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 SaleExec

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

Chris Arenas

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www.clickpointsoftware.com

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

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.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

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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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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