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Configuring Lead Fields and Sales View
Configuring Lead Fields and Sales View

With ClickPoint you have the flexibility to configure your lead fields and use them to create a unique salesperson view of each prospect

Gabriel Buck avatar
Written by Gabriel Buck
Updated over a week ago

Do you sell more than one product or service? I know we do at ClickPoint.  The way we work our free trial leads is completely different from the way we work our reseller and partner leads. With ClickPoint you have the flexibility to create multiple sales channels each with their own sales workflow, email nurture campaigns, and lead routing strategies.  

You can also configure your lead fields which become part of your sales workflow. Once they are created you can use these fields in your sales scripts, email templates, and to create your unique salesperson view of each prospect and lead.

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