ClickPoint System Updates and Improvements - 12, 2017 - 01, 2018

Updated Lead Source Summary and Monthly Leads Source Summary reports so they no longer display lead statuses that are disabled or deleted.
Written by 
 · 

January 24, 2018

Bug Fixes
  • User permission to restrict access to the Lead Import page now correctly prevents users from accessing if the URL is entered manually or set as a bookmark.
Improvements
  • Updated Lead Source Summary and Monthly Leads Source Summary reports so they no longer display lead statuses that are disabled or deleted.

January 10, 2018

Bug Fixes
  • Updated wording so that “Distribution Holiday” now reads “Holiday Calling Restrictions”.
Improvements
  • Placed maintenance logging in LeadExportMicro service.

January 4, 2018

Bug Fixes
  • Fixed a bug so that Dashboard Reports and Distribution Performance Report properly calculate 2018 data.
Improvements
  • Optimizations to back-end cache clearing processes.

December 20, 2017

Bug Fixes
  • Updated /api/Lead/FetchDetails API documentation.
  • Fixed a bug so that Leads_Created web hook transmits properly.
Maintenance
  • Maintenance logging around Push and Pull Distribution strategies.

December 13, 2017

Bug Fixes
  • POST /api/Action/Execute now properly executes “string” data-type Action Parameters.
  • Lead Created/ WebHookType 1 now evaluates if the lead is valid before sending a webhook.
  • Fixed a display issue related to copying “Call Hours” from one pull distribution strategy to another.
  • When granting permission to share a Calendar, “Calendars Shared With You” now properly updates.
  • Fixed an issue where if you try to delete a shared calendar, ClickPoint would

December 6, 2017

Bug Fixes
  • Fixed a bug in Edit Holidays section of the Distribution page where a future date could not be selected in the “From” field.
Improvements
  • Right Click Context Menu now includes the ability to send an email.
  • System security improvements.
  • Leads Assigned notification no longer triggers when a lead is pulled.
New Features
  • Encompass Integration.
  • New permission setting to restrict users from accessing the Import page.

November 29, 2017

Improvements
  • Server configuration changes to improve on system security.
See how ClickPoint clients evolve their sales process
Explore More Articles
Using LeadExec as a lead distribution software, it has been possible to adapt to and connect sources and clients within (and across) numerous industries.
Lead Distribution

Lead Distribution Software – Getting Acquainted with LeadExec

Using LeadExec as a lead distribution software, it has been possible to adapt to and connect sources and clients within (and across) numerous industries.
This blog covers the ins and outs of sales lead sources, which are most effective, which have the best ROI, and how to track and monitor them effectively.
Lead Management Lead Distribution

How to Get the Most Out of Your Lead Sources

This blog covers the ins and outs of sales lead sources, which are most effective, which have the best ROI, and how to track and monitor them effectively.
Analytics for Marketing Channel, Lead Source, and Campaign Performance to drive marketing decisions in real-time.
Marketing

How to Achieve Sales and Marketing Alignment with ClickPoint

Analytics for Marketing Channel, Lead Source, and Campaign Performance to drive marketing decisions in real-time.

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