ClickPoint New Features: Edit Workflow
All you need to know about the new Edit Workflow feature in ClickPoint ClickPoint
ClickPoint is pleased to release several updates for the ClickPoint record editor.
This makes it easy to add fields of information to your ClickPoint lead management solution. It auto saves your changes, allows you to drag and drop your field order, and customize your sales agent view with the click of a button.
This updates Edit Record Type Additional Options with two new features:
Lets you edit Field List tab items more easily in Record Type Additional Options
Lets you edit Field Groups tab items more easily in Record Type Additional Options
We’ll send you practical tips and ideas that we use ourselves and show you how to apply them to your sales and marketing workflow