--- title: "Lead Management: How to Manage Leads from the Lead Manager Screen" description: ClickPoint provides the necessary tools–Workflows, Pipelines, Actions, Calls, Nurture –t o respond to win more deals.  image: https://blog.clickpointsoftware.com/hubfs/Imported_Blog_Media/36242152_10156315260045535_8910787675716321280_o.jpg --- - [All Topics](https://blog.clickpointsoftware.com/) - [Sales Engagement](https://blog.clickpointsoftware.com/tag/sales-engagement) - [Sales Automation](https://blog.clickpointsoftware.com/tag/sales-automation) - [Marketing](https://blog.clickpointsoftware.com/tag/marketing) - [Lead Management](https://blog.clickpointsoftware.com/tag/lead-management) - [Lead Distribution](https://blog.clickpointsoftware.com/tag/lead-distribution) - [Compliance](https://blog.clickpointsoftware.com/tag/compliance) [Lead Management](https://blog.clickpointsoftware.com/tag/lead-management) # How to Manage Your Leads from the Lead Manager Screen ClickPoint provides the necessary tools–Workflows, Pipelines, Actions, Calls, Nurture –t o respond to win more deals.  Written by  [ClickPoint Software](https://blog.clickpointsoftware.com/author/clickpoint-software)  ·  September 6, 2018  ·  Last modified January 10, 2022 ![Respond to leads faster ](https://blog.clickpointsoftware.com/hs-fs/hubfs/Imported_Blog_Media/36639853_10156335418315535_3408618348278185984_o.jpg?width=1200&height=800&name=36639853_10156335418315535_3408618348278185984_o.jpg) As a sales engagement and lead management platform, ClickPoint provides the necessary tools–Workflows, Pipelines, Opportunities, Actions, Calls, Nurture–to respond to leads faster, run personalized lead nurturing programs, and win more deals. With ClickPoint you can find the right balance by prioritizing leads and responding to leads faster. Once you’ve [logged in to ClickPoint](https://www.sales-exec.net/?__hstc=175986685.a5b65bf38440b485feb4201b97cc496e.1614978602711.1614978602711.1614978602711.1&__hssc=175986685.36.1614978602712&__hsfp=2406870324), click **My Leads** – all Lead/Record Types will be view-able, from the Menu select the one needed, then choose the Status/Bucket needed. ![My Leads](https://blog.clickpointsoftware.com/hubfs/Imported_Blog_Media/cda6e63e-7cf6-410b-a0df-966df8d73378.jpg)*Image 1.1. My Leads* ![Icons](https://blog.clickpointsoftware.com/hubfs/Imported_Blog_Media/6a1eb2e0-4bf8-422d-9bb3-02314ac8f339.jpg)*Image 1.2. My Leads Main Icon Options* - Displays all Lead/Record Types - Displays all Workflows (Leads, Prospects, etc.) also known as Buckets. - Search bar – type and hit Enter. This will search leads with matching value of any lead field. ![Search Line](https://blog.clickpointsoftware.com/hubfs/Imported_Blog_Media/30148269-f99a-4011-9928-b986f4fa4c42.png)*Image 1.3. Search line*   - Date Range Filter – choose dates from the calendar to filter leads by date range. ![Date Range Filter](https://blog.clickpointsoftware.com/hubfs/Imported_Blog_Media/72f3de39-62f9-4bf2-9893-16f8193bbd4a.jpg)*Image 1.4* - Lead Options – Pencil Icon, this displays a drop-down menu for Add Appointment, Call, Add Notes, View Notes Edit Pipeline and Return. - Action a Lead – Bolt icon, displays all actions for disposition of the Lead. - View Lead – Eyeball Icon, opens lead to view the Lead details - Check Mark Box – select the Lead, this will highlight more options available in the tool bar once marked. - Columns – Click on each column for quick sorting. For example, Date Received will sort by date the Lead was received. - New Lead – select **New Lead** icon to add a new Lead. ![Add New Lead Fields](https://blog.clickpointsoftware.com/hubfs/Imported_Blog_Media/28fc806d-f132-48af-ba3e-29b44abc4ce1.jpg)*Image 1.5 Add a Lead* - **Update** – once a Lead is selected or check marked, the Update icon will appear in blue; click **Update**, a drop-down menu will be available to **Add Notes**, **Add Appointment**, **Return **or **Edit Pipeline** - **Actions **– once a Lead is selected or check marked, the Actions icon will appear in blue; click **Actions**, a drop-down menu will be available to select the required Action. ![Update Dropdown](https://blog.clickpointsoftware.com/hubfs/Imported_Blog_Media/cc0f2032-e806-4898-ac80-75343d187612.jpg)*Image 1.6. Update Icon* - Action – displays all Actions available to disposition the Lead; move the Lead from one Action or Status through the Workflow. ![Actions Drop Down](https://blog.clickpointsoftware.com/hubfs/Imported_Blog_Media/2c4593e2-3aa2-4c4b-ae60-bb95395cabc5.jpg)*Image 1.7. Action Icon* - Export – select to export Leads to add to a file. Select All Records or only a few. ![Export Dropdown](https://blog.clickpointsoftware.com/hubfs/Imported_Blog_Media/267fb24f-3730-4938-9b3d-c847b969dc04.jpg)*Image 1.8. Export Tool* - Import – select to Import Leads via a file such as Excel (.xlsx). This will direct you to Import Utility Tool once selected. ![Import Dropdown](https://blog.clickpointsoftware.com/hubfs/Imported_Blog_Media/f26cf2fd-2cf5-4de0-b748-9eed34b169df.jpg)*Image 1.9. Import Tool* - Transfer – once a Lead is selected or check marked, the Transfer icon will appear in blue; click **Transfer**, a pop up box will be available to select the transfer destination. **Transfer Appointments** toggle is defaulted to No, it is important when transferring a Lead with Appointments to switch the toggle to Yes, so the Appointments for this Lead Transfer with the Lead details. ![Transfer Leads Panel](https://blog.clickpointsoftware.com/hubfs/Imported_Blog_Media/f63affd4-0cc0-48fd-903b-c9303b872c29.jpg)Image 1.10. Transfer Tool - Email – once a Lead is selected or check marked, the Email icon will appear in blue; click **Email**, a drop-down menu will be available to select **Compose **(free type a personal email) or **Use Template** (select a template that has already been created). ![Email Dropdown](https://blog.clickpointsoftware.com/hubfs/Imported_Blog_Media/1695d56a-3a14-49d7-bfb0-ba3275a9a171.jpg)*Image 1.11. Email Tool* - Call – click **Call **after selecting a Lead to place a Call to that Lead, please note you must have Phone Integration for this. *![My Account GIF](https://blog.clickpointsoftware.com/hubfs/Imported_Blog_Media/443d3002-b17f-431e-a771-a5c0cfca5f40.gif)Image 1.12. My Account – Phone Settings* - Filters – select and a drop down menu will appear: - Allow Do Not Email - **Create Filters** – Click **Add Filter** – Select Parameter, Operator and Value, then click **Add Filter** button. - Next use **Save My Filter As **by naming the filter created, then click Apply Filters button. - **Manage Filters Order** – Drag and drop capability to order the filters, once achieved click Save Filter Order. - **Quick Filters** – Displays all filters for ease of use. - Allow Do Not Phone ![Filters Dropdown](https://blog.clickpointsoftware.com/hubfs/Imported_Blog_Media/6231f3ea-ac70-49d6-9e30-921093376f2f.jpg)*Image 1.13. Filters* ![Manage Filters Panel](https://blog.clickpointsoftware.com/hubfs/Imported_Blog_Media/53a3cc2a-ad32-4ddb-8f8f-c1f9efecbe1a.jpg) *Image 1.14. Create Filter* - Nurture – once a Lead is selected or check marked the Nurture icon will appear in blue if you have permissions for Nurture and/or Nurture is created and enabled, click **Nurture**.     ClickPoint Software [See all posts](https://blog.clickpointsoftware.com/author/clickpoint-software) [![See how ClickPoint clients evolve their sales process ](https://no-cache.hubspot.com/cta/default/8944701/0ffc1286-0666-4b9c-a430-30c615746755.png)](https://cta-redirect.hubspot.com/cta/redirect/8944701/0ffc1286-0666-4b9c-a430-30c615746755) ##### Explore More Articles ## [![Lead management software is a crucial part of a successful business. It tracks, nurtures, and converts leads, helping businesses to grow and thrive.](https://blog.clickpointsoftware.com/hs-fs/hubfs/lead%20management2.jpg?width=384&name=lead%20management2.jpg) Lead Management What is Lead Management? How Lead Management Software Works Lead management software is a crucial part of a successful business. It tracks, nurtures, and converts leads, helping businesses to grow and thrive.](https://blog.clickpointsoftware.com/what-is-lead-management) ## [![ClickPoint customers can now call more leads in less time and automate sales activity anywhere from their Android phones and tablets.](https://blog.clickpointsoftware.com/hs-fs/hubfs/New%20Blog/Featured%20Images/featured-clickpoint-lead-management-app-now-available-on-android.png?width=384&name=featured-clickpoint-lead-management-app-now-available-on-android.png) ClickPoint Lead Management App Now Available on Android ClickPoint customers can now call more leads in less time and automate sales activity anywhere from their Android phones and tablets.](https://blog.clickpointsoftware.com/lead-management-android) ## [![Enterprise clients in the mortgage sector rely on ClickPoint to move the needle, capturing more ROI and separating themselves from their competitors.](https://blog.clickpointsoftware.com/hs-fs/hubfs/New%20Blog/Featured%20Images/featured-solution-spotlight-mortgage-lead-management-software.png?width=384&name=featured-solution-spotlight-mortgage-lead-management-software.png) Lead Management Solution Spotlight — Mortgage Lead Management Software Enterprise clients in the mortgage sector rely on ClickPoint to move the needle, capturing more ROI and separating themselves from their competitors.](https://blog.clickpointsoftware.com/mortgage-lead-management-software) ### Get Valuable, Practical Sales and Marketing Tips 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 ## Amazing support is at the heart of everything we do. 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