ClickPoint

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 Automatic Lead 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 Lead Manager Screen Layout

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

Customize Field Groups

Chris Arenas

Foundational Configuration

www.clickpointsoftware.com

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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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.

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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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