After a lead is created in ClickPoint, it may be necessary to update its marketing information. An update such as this may be needed in the event a lead has the incorrect Lead Source, or a vendor accidentally posted the incorrect Marketing Channel. Having the ability to update lead generation data allows marketing managers to better track lead performance.
Note: In general, this tool should not be enabled for all users and should only be used by Marketing Managers and appropriate account administrators.
Updating Marketing Information
Before this feature is enabled, you must first decide on which user roles should inherit this new permission. Then, navigate to More > Settings > Create Roles and Permissions.
Roles and Permissions
Edit the desired User Role by selecting the Pencil icon.
Update User Role
Towards the bottom of the screen, enable Update a Lead's Marketing Channel, Lead Source or Campaign.
Once enabled, the tool is accessible under the Update options located on the Lead Manager Screen.
New Update Option
On selection, a modal window will display with the ability to update Marketing Channel, Lead Source and Campaign.
Update Marketing Info
After the appropriate selections are made, select Save. Within the lead's history, a new line item is created to denote that a change has been made.
Newly Updated Marketing Information