Yes, other ClientPoint users can receive notifications for your ClientPoints. Through ClientPoint’s Internal Share feature, you can share a ClientPoint with other users within your account. This includes giving them the option to receive the same email notifications as you for external viewer interactions, ensuring transparency and collaboration among team members.
How to Share a ClientPoint Internally
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Navigate to the Send Tab
- Open the ClientPoint you want to share and go to the Send tab.
Click on ‘Share Internally’
- In this section, you will see a Share button. Clicking it will open a search field.
Add Users to Share With
- In the search field, type the email address or name of the user you want to share the ClientPoint with.
- Select the user from the search results to add them.
Enable Notifications (Optional)
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- Once the user is added, you’ll see an option to turn on notifications. Enabling this will allow the added user to receive:
- A copy of the shared ClientPoint.
- Email alerts when external viewers or prospects view the ClientPoint.
- Once the user is added, you’ll see an option to turn on notifications. Enabling this will allow the added user to receive:
Click Share
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- Once everything is set, click the Share button. The selected user will now have access to the ClientPoint and receive updates.
Benefits of Internal Sharing
- Improved Collaboration: Internal sharing ensures that multiple team members can stay updated on client interactions without needing to monitor separately.
- Real-Time Updates: Notifications keep everyone informed about important viewer actions like opening or interacting with the shared ClientPoint.
- Centralized Communication: Helps streamline communication and accountability within the team by allowing shared access to key documents.
For further assistance or questions, you can always reach out to ClientPoint support at support@clientpoint.net.