Optimization
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