Create a ClientPoint through Salesforce CRM

To learn about how to integrate your Salesforce CRM with ClientPoint, please click here.

Now that you have integrated both your systems, you can start creating ClientPoints directly through Salesforce.

1. Create a new Opportunity under the Client Name: Go to Salesforce, open the client you are working for, scroll down, and under Opportunities click 'New':
   
   
   
   
2. This will open up a fillable form by the name of 'New Opportunity'. Please fill this out as per your client's details:
   
   
   
   
3. Simultaneously, please ensure you have logged in to your ClientPoint account in a separate tab in the same browser.
   
   
4. Coming back to Salesforce, once inside the Opportunity, click on Details:
   
   
   
   Here you can continue filling information as per your client. Once done, scroll down till you see the ClientPoint section. Click on the New button. This will launch a new tab in your browser and it will open a New ClientPoint for this specific Client/Opportunity: 
   
   
   
   
5. You will notice that some of the fields have been carried over to ClientPoint via Salesforce. Primarily;
   Client
   Revenue (i.e. Deal Total)
   Contact First Name
   Contact Last Name
   Contact Address
   Contact Email
   Contact Phone Number
   
   
6. You can then continue creating a ClientPoint for this opportunity like a regular ClientPoint. You can add a document using the Add to ClientPoint option and send it over to a client for signature or review:
   
   
   
   
7. Bonus: Additionally, you can create a merge document that will pull information from Salesforce into your document. To learn more about Salesforce Field Mapping, please click here.
   
   

Have questions? Email support@clientpoint.net.