How to Use the Info Tab in ClientPoint

The Info Tab is the first step in setting up a new ClientPoint. This section collects essential details to configure and categorize your ClientPoint efficiently. Follow the steps below for a smooth setup process:

Steps to Create a New ClientPoint

• Start a New ClientPoint

  • Click + New or New ClientPoint from your dashboard.

• Fill Out the Info Tab

Provide the following details:

• • Client Name: Enter the name of the client or organization.
  • Revenue: Input the estimated profit or revenue that the ClientPoint is expected to generate.
  • Assigned To: Defaults to the user who is logged in. You can reassign it to another team member if needed.
  • Category: Select between New or Renewal, helping to sort and manage ClientPoints by type.
  • Status: Choose from the following options:
    

    1. Pending:

       • Represents new ClientPoints that are in progress or awaiting action. This is the default status for all newly created ClientPoints.

    2. Lost:

       • Used to mark ClientPoints that did not result in a successful outcome, such as deals that fell through or proposals not accepted.

    3. Won:

       • Indicates ClientPoints that have been successfully signed or approved by the client, signaling a positive result.

    4. Trash:

       • Denotes ClientPoints that are irrelevant or no longer needed. These may include canceled, duplicate, or erroneous entries.

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    1. Archive:

       • Likely used for storing completed or older ClientPoints that are no longer active but still need to be retained for reference or compliance purposes.

    2. eBrochure:

       • Refers to digital brochures that can be included within ClientPoints to share information about products, services, or proposals in an interactive and visually appealing format.

    3. My Templates:

       • A personal library where users can save and access frequently used templates for creating ClientPoints efficiently.

    4. Templates:

       • A broader repository that may include company-wide or shared templates for standardizing ClientPoints. These templates can streamline the creation of proposals, quotes, or other documents by predefining content and structure.
  • Division: Assign the department or team within your company.
  • Recipient: Add a new recipient or select an existing one from the database.

• Save and Continue
  Click Save and Continue to proceed to additional configurations.

Recipient Viewer Options

These options define how recipients interact with the ClientPoint:

• Notes: Add personalized notes for the recipient.
• Prompt for Email: Enable this option to require recipients to provide an email before accessing the ClientPoint.
• Download and Print: Allow or restrict recipients from downloading or printing the ClientPoint.

Advanced Features

• Restrict Viewer Access by Email Domain:

  • Specify email domains that can view the ClientPoint.
  • Example: Only users with emails from "@companydomain.com" can access.

• Testing Mode:

  • Activate to test draft files or unpublished templates.
  • Important: ClientPoints in Testing Mode cannot be sent or shared externally. Use this mode only for internal review.

• Recipient Upload: Enable recipients to upload files directly to the ClientPoint.

• Password Protection: Add an extra layer of security by requiring a password to access the ClientPoint.

• Language Settings: Change the language for recipient viewers to match their preferences.

Best Practices

• Regularly update the Status of your ClientPoints to reflect their progress.
• Use Categories and Divisions effectively to organize and manage ClientPoints across your organization.
• Leverage Advanced Features to tailor ClientPoints for secure and efficient sharing.

For additional support, contact support@clientpoint.net.