ClickPoint Software's Lead Management solution allows you the ability to quickly search for any lead records across all of your Record Types. Our weighted search solution allows for dynamic searching across all of your lead fields.
All Leads Button
The All Leads button is a user-based permission enabled feature that allows a user to see all leads condensed into individual Record Types. The leads visible are based on the access levels granted to them within their User Role.
Show All Leads: When enabled, all visible leads are shown, broken down into Record Types. We will display accepted, rejected, and returned leads. The number of leads visible is based on a user's permission to see leads beyond those just assigned to them. Be sure to adjust the From and To date to see more records.
Hide Invalid: When Show All Leads is enabled, select this option to hide any rejected lead.
Hide Valid: When Show All Leads is enabled, select this option to hide all valid leads, leaving only rejected or returned records.
Hide Returned: When Show All Leads is enabled, select this option to hide any lead which was returned.
Hide Accepted: When Show All Leads is enabled, select this option to hide all leads which were accepted.
View Rejected Duplicates: Duplicate leads are not counted as real leads within the system and as a result, are not visible from the Lead Manager Screen. Select this option to navigate to the View Rejected Duplicates page.
Searching Aged Records
Quick Search will search across all lead fields, across approximately 1 million leads within your account.
If your account has more than 1 million records and you are needing to search aged leads, select the All Leads and then select Show All Leads. A search box will show under the From and To date. You will be able to access your leads, to include searching the Holding Bin.