Getting Started with SalesExec
Getting started with SalesExec including Basic settings, Advanced settings, and navigation
By Gabriel and 4 others5 authors48 articles
SalesExec Lead Management Support & Cost
Explore how get support in SalesExec and the dialing, text, and call routing fees
- How to Access ClickPoint Support in SalesExecLearn how to access ClickPoint Software's support resources directly from SalesExec, find help articles, and get assistance from our support team.
- How much does SalesExec and SalesExec Dialer Cost?Learn about SalesExec Standard and Advanced pricing, calling rates, unlimited dialing, SMS messaging, phone numbers, onboarding fees, and additional telephony services.
SalesExec Account Setup and Basic Configuration
Learn how to configure your SalesExec account, manage users and permissions, set up essential account settings, and prepare your team to start managing leads.
- How to Configure System Notifications in SalesExecLearn how to set up SalesExec system notifications to alert users about opened emails, new leads, upcoming appointments, and transferred leads.
- SalesExec System Notifications: Bulk and Branch NotificationsLearn how Bulk and Branch system notifications work in SalesExec, including how they are configured and used to communicate important information across your sales organization.
- How to Create and Customize Sales Scripts in SalesExecLearn how to use the SalesExec Sales Script Editor to create effective sales presentations, guide representatives through conversations, and personalize scripts with dynamic fields that automatically populate lead information.
- How to Add and Manage Products in SalesExecLearn how to create and manage your SalesExec product library, associate products with sales pipelines, and help sales representatives track product sales throughout the sales process.
- How to Manage Do Not Contact (DNC) Requests in SalesExecLearn how to use the SalesExec Do Not Contact Portal to manage prospect opt-out requests, maintain DNC lists, and support compliance with contact preferences and applicable regulations.
- How to Add and Manage Users in the SalesExec Do Not Contact (DNC) PortalLearn how to add and manage users in the SalesExec Do Not Contact Portal, provide access to DNC management tools, and help your team process prospect opt-out requests and maintain…
- How SalesExec Checks Do Not Contact (DNC) Compliance for Calls, SMS, and EmailLearn how SalesExec automatically checks new leads against Do Not Contact (DNC) restrictions to help prevent unauthorized calls, text messages, and emails and support your team's compliance processes.
- How to Import Do Not Contact (DNC) Records into SalesExecLearn how to import existing Do Not Contact (DNC) records into SalesExec, maintain your DNC repository, and help prevent unwanted calls, SMS messages, and emails to opted-out prospects.
Advanced Sales Workflow Configuration
Learn how to configure advanced workflows, automate lead activities, and optimize sales processes in SalesExec.
- Understanding SalesExec Sales Workflow: Key Terms and DefinitionsLearn the essential SalesExec sales workflow terminology, including lead statuses, actions, and workflow settings, to help you configure your sales process, manage leads, and improve team performance.
- Introduction to SalesExec Sales Workflows: How to Organize and Automate Your Sales ProcessLearn how SalesExec workflows organize leads into sales stages, track important milestones, and automate actions that help your team manage leads consistently from initial contact to conversion.
- Configure Actions in a Sales WorkflowActions, also called dispositions, let sales reps record an outcome and trigger the next steps for a lead. Administrators can configure an action to change a status, assign a lead,…
- Copy Statuses and Actions in a Sales WorkflowReuse configured statuses and actions to save setup time and maintain consistency across your sales process.
- Compliance - Configure a Do Not Contact ActionMaintain legal compliance by creating workflow actions that automatically add leads to your Do Not Contact list, preventing future calls, emails, or solicitations.
- Sales Workflow - Automated EventsAutomated events allow you to maximize the effectiveness of every sales milestone, status *we recommend assistance from a success manager
- Control How Leads are Updated with Automated EventsUse automated events to control when your leads are updated or to nurture leads based on your business needs.
Building Record Types and Adding Lead Fields
Building Record Types and Adding Lead Fields
- How to Create and Configure Record Types in SalesExecLearn how to create Record Types in SalesExec to organize leads by product or industry, configure custom lead fields and workflows, and manage their visibility in My Leads.
- Set Up Lead System FieldsIdentify key fields in your record type so SalesExec can use lead data for email, calling, maps, and lead distribution.
- Editing Lead Fields - Duplicate CheckUsing duplicate check will ensure bad leads from multiple sources do not make their way to your sales floor
- Configure Duplicate Lead ActionsMerge newly created duplicate leads into existing leads by appending or replacing lead field data.
Adding Leads to SalesExec
Learn how to capture, import, and integrate leads from web forms, lead providers, and other sources into SalesExec.
- Understanding Marketing Channels, Lead Sources, and Campaigns in SalesExecLearn how SalesExec organizes marketing channels, lead sources, and campaigns to track lead generation, measure marketing performance, and identify which sources produce the most sales.
- How to Create and Configure Marketing Channels in SalesExecLearn how to create Marketing Channels in SalesExec, assign corporate or branch ownership, and organize incoming leads for accurate marketing attribution and reporting.
- How to Create and Configure Lead Sources in SalesExecLearn how to create Lead Sources in SalesExec, assign corporate or branch ownership, and track where incoming leads originate for accurate marketing attribution and reporting.
- How to Create and Manage Marketing Campaigns in SalesExecLearn how to create marketing campaigns in SalesExec, associate Lead Sources, configure budgets and lead costs, and manage campaign start and stop dates.
- How to Generate Lead Posting Instructions in SalesExecLearn how to generate lead posting instructions for developers and lead providers to automatically deliver leads from websites, landing pages, and third-party sources into SalesExec.
Advanced Lead Distribution and Routing
Learn how to configure advanced lead routing, assignment rules, and Push and Pull distribution strategies in SalesExec.
- Introduction to Lead RoutingCompare Push and Pull distribution to choose how leads reach your sales team and keep follow-up moving.
- How to Configure "Pull" Lead DistributionPull or Shark tank allows users to "Pull" leads as they are available, improving speed to lead, and ensuring leads are called
- Configure Pull Priorities: Pull Count and Date AddedControl which eligible leads your team pulls first by prioritizing how often they have been pulled and when they were added.
- How to Configure a "Pull from List" DistributionConfigure specific branch sources for lead distribution from a list using Priority, Round Robin, or Penetration logic to control how leads are pulled across your organization.
- Configure Pull Distribution: Shift HoursUse Shift Hours to determine when Distribution Strategies are available for use by your sales team.
- How to Configure "Push" Lead RoutingWith "Push" you can route leads via round robin to users and salespeople with preset criteria
- Configure User 'State' CriteriaThe State Criteria is an ideal way to ensure your sales team can only work leads in specific U.S. States. Great for RingResponse and Pull-Based Distribution
- Lead Distribution Administration - Holiday HoursSetup Holiday Hours and ensure your team is compliant with state calling hour restrictions
- State Calling HoursSet calling windows by U.S. state to help your team follow applicable telemarketing time restrictions.
SalesExec Email Settings and Configuration
Learn how to configure email settings, manage email accounts, and enable email communication in SalesExec.
- Allow SalesExec Access in Google WorkspaceApprove SalesExec in your Google Admin console so users can connect their Google Workspace email accounts.
- Sending Email through Google WorkspaceConfigure your account to send email through Google Workspace
- How to Create an Email Nurture CampaignCreate email nurture campaigns that reach your prospects based on lead status change, time, email open status, or lead imports.
- How To Create Email TemplatesEmail templates for your prospects are sent in bulk, via email nurture, or one-off, with tags and notifications for opens or responses.
- How To Create Email PermissionsEmail permissions ensure specific branch locations or users have access to certain emails while limiting access to others you select.
- How to Create an Email SignatureCreate an email signature to be used in email nurture strategies, bulk email sends, or one-off email delivery to your prospects and leads.
- Send Verified Email via Send Grid and SalesExecProtect your Sender Identity and stay in compliance with CAN-SPAM rules and guidelines.
- Troubleshooting Email IssuesDiagnose and resolve potential problems with sending emails, checking delivery status, and syncing your email provider account within SalesExec.
- How to Create an Email SnippetYou can create Email Snippets (quick responses) to streamline quick communication with leads.