Getting Started Administration

Getting started with ClickPoint lead manager including Basic settings, Advanced settings, and navigation

Gabriel Buck avatar Rob Alfano avatar Nathan Watkins avatar +3
47 articles in this collection
Written by Gabriel Buck, Rob Alfano, Nathan Watkins and 3 others
Basic Account Configuration

System Notifications - Configuration

Notifications are used to inform users about opened email, new leads, appointments, and transferred leads
Nathan Watkins avatar
Written by Nathan Watkins
Updated over a week ago

System Notifications - Bulk and Branch Notifications

Information regarding Bulk and Branch style notifications
Sam Sanchez avatar
Written by Sam Sanchez
Updated over a week ago

Configure Sales Script Editor

Sales scripts make it easy for new users to get your sales pitch down. Includes dynamic fields to create seamless sales presentations.
Gabriel Buck avatar
Written by Gabriel Buck
Updated over a week ago

Adding and Managing Products

Add products to your products library and associate them with pipeline so that salespeople can easily show product sales
Rob Alfano avatar
Written by Rob Alfano
Updated over a week ago

Compliance - Using the Do Not Contact Portal

Ensure you are compliant with DNC (Do Not Contact) list request by prospects and leads.
Nathan Watkins avatar
Written by Nathan Watkins
Updated over a week ago

Compliance - Adding Users for the Do Not Contact Portal

Ensure you are compliant with DNC (Do Not Contact) list request by prospects and leads.
Nathan Watkins avatar
Written by Nathan Watkins
Updated over a week ago

Compliance - DNC Check process for SMS Text, Emails and Phone Calls

ClickPoint automatically does a DNC check when new leads are added to help you remain compliant.
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Written by Nathan Watkins
Updated over a week ago

Compliance - Importing DNC Records

Import records into your DNC repository.
Sam Sanchez avatar
Written by Sam Sanchez
Updated over a week ago
Advanced Lead Distribution

State Calling Hours

Calling Hours broken down by U.S. State.
Nathan Watkins avatar
Written by Nathan Watkins
Updated over a week ago

How to Configure "Pull" Lead Distribution

Pull or Shark tank allows users to "Pull" leads as they are available, improving speed to lead, and ensuring leads are called
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Written by Gabriel Buck
Updated over a week ago

Introduction to Distribution Lead Routing

Introduction to basic lead distribution concepts. This article covers the pros and cons of each strategy type and why you should use them.
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Written by Nathan Watkins
Updated over a week ago

Pull Priorities - Pull Count and Date Added

You can control the order in which leads are pulled by your sales team based on the pull count and the date leads were added
Nathan Watkins avatar
Written by Nathan Watkins
Updated over a week ago

How to Configure a "Pull from List" Distribution

Sam Sanchez avatar
Written by Sam Sanchez
Updated over a week ago

How to Configure "Push" Lead Routing

With "Push" you can route leads via round robin to users and salespeople with preset criteria
Nathan Watkins avatar
Written by Nathan Watkins
Updated over a week ago

Pull Distribution - Shift Hours

Use Shift Hours to determine when Distribution Strategies are available for use by your sales team.
Nathan Watkins avatar
Written by Nathan Watkins
Updated over a week ago

Lead Distribution Administration - Holiday Hours

Setup Holiday Hours and ensure your team is compliant with state calling hour restrictions
Gabriel Buck avatar
Written by Gabriel Buck
Updated over a week ago

Configure User 'State' Criteria

Perfect for making sure your sales team can only work leads in U.S. States. Great for RingResponse and Pull Based Distribution
Nathan Watkins avatar
Written by Nathan Watkins
Updated over a week ago
Nurture Your Leads

Whitelist ClickPoint through Google Workspace

Whitelist ClickPoint through your Google Workspace administration console
Nathan Watkins avatar
Written by Nathan Watkins
Updated over a week ago

Send Emails through Google Workspace

Configure your account to send emails through Google Workspace
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Written by Nathan Watkins
Updated over a week ago

Send Emails through Microsoft 365

Configure your account to send emails through Microsoft 365
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Written by Nathan Watkins
Updated over a week ago

Sync Company Emails to leads assigned to Corporate or Branch Accounts

Sync Microsoft 365 or Google Workspace email to Corporate and Branch accounts.
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Written by Nathan Watkins
Updated over a week ago

How To Create Email Nurture Campaign

Create email nurture campaigns that reach your prospects based on lead status change, time, email open, or lead import.
Gabriel Buck avatar
Written by Gabriel Buck
Updated over a week ago

How To Create Email Templates

Email templates for your prospects sent in bulk, via email nurture, or one off, with tags and notifications for opens or response.
Sam Sanchez avatar
Written by Sam Sanchez
Updated over a week ago

How To Create Email Permissions

Email permissions ensure specific branch locations or users have access to certain emails while limiting access to others you select.
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Written by Gabriel Buck
Updated over a week ago

How To Create Email Signature

Create an email signature to be used in email nurture, bulk email sends, or one off email delivery to your prospects and leads.
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Written by Gabriel Buck
Updated over a week ago