Video Tutorials | ClickPoint Help Center

Video Tutorials

Understand the purpose and functionality of SalesExec and RingResponse features

12 articles in this collection
Written by Gabriel Buck

Getting Started

What is SalesExec with RingResponse? Full Demo Video

The sales communication platform that helps your salespeople make 300+ calls a day, with text sms, and email to reach more customers.

Written by Gabriel Buck
Updated over a week ago

Setting up RingResponse

Video tutorial on the benefits and configuration of RingResponse

Written by Gabriel Buck
Updated over a week ago

What is Call Tracking?

Understand how to generate more quality leads with call routing and learn why it is a critical part of your sales funnel.

Written by Gabriel Buck
Updated over a week ago

Configuring Lead Fields and Sales View

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

Written by Gabriel Buck
Updated over a week ago

Navigating your Lead Manager Screen

Complete control over the view of your lead managers screen, the salespersons view, the sales scripts, and the sales workflow process.

Written by Gabriel Buck
Updated over a week ago

Configure Your Lead Manager Screen

This video tutorial will show you how you can customize the Lead Manager Screen, making it your own.

Written by Gabriel Buck
Updated over a week ago

Setting up your Marketing Channels and Lead Sources

Watch a video tutorial on the flexibility of SalesExec marketing attribution, using Marketing Channel, Lead Source, and Campaign

Written by Gabriel Buck
Updated over a week ago

Setting up Dynamic Sales Scripts

One tool to help cut down on training is to provide your new salespeople with sales scripts.

Written by Gabriel Buck
Updated over a week ago

Setting up Dashboard Reports

Dashboards give you a real-time sales information summary so you can quickly spot areas of improvement or opportunity.

Written by Gabriel Buck
Updated over a week ago

Setting Up Scoreboard Reports

Scoreboards are designed to showcase your sales team success, by highlighting wins in real-time throughout the day, week, and month.

Written by Gabriel Buck
Updated over a week ago

Converting more of your leads with Pull Lead Routing

To make sure your prospects and leads are contacted quickly we encourage you to utilize a Pull Lead Routing strategy.

Written by Gabriel Buck
Updated over a week ago

Setting up RingResponse for Outbound Dialing

Outbound dialing with click-to-dial, power dial, prioritized lead dialing, local presence and prerecorded voice mail drops

Written by Gabriel Buck
Updated over a week ago