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 +2
47 articles in this collection
Written by Gabriel Buck, Rob Alfano, Nathan Watkins and 2 others
Advanced Lead Distribution

State Calling Hours

Calling Hours broken down by U.S. State.
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Written by Nathan Watkins
Updated this week

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 this week

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 this week

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
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Written by Nathan Watkins
Updated this week

How to Configure a "Pull from List" Distribution

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Written by Nathan Watkins
Updated this week

How to Configure "Push" Lead Routing

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

Pull Distribution - Shift Hours

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

Lead Distribution Administration - Holiday Hours

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

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
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Written by Nathan Watkins
Updated this week