Let's build a ClientPoint! A ClientPoint is a combination of documents, images, and video that you can share with your Recipients via a link. Each ClientPoint has a unique link.
To get started:
- Click on + New, or New ClientPoint.
- On Info, complete the fields, add Recipients, and enable/disable desired Recipient Viewer Options.
- Click Save & Continue.
- Next step, Files. On the right-hand side, under Library, you will select a template and/or ClientPoint files. Add the template or file by double-clicking or select the file under Library and go to Add to ClientPoint and click "Selected Library Item".
- Once you're ready, click Save & Continue to Preview your ClientPoint.
- Now all that's left is to send your ClientPoint. To do that, click below on the
button. - Click Open Directly in My Email or Copy to Clipboard to send your ClientPoint link.
The Preview and Send Page will screen your ClientPoint and alert you if there is anything that you should be aware of before sending. There is so much more than can be done with ClientPoint, take some time to check out other features you may find useful to help you win more deals.
Have any questions? Please contact support@clientpoint.net.