Counterpoint Cloud Platform

The following is a listing of the updates released in the Countrpoint Cloud Platform (CP2) Branc...

The following is a list of the feature changes from Beta V1.2.0: FlightDeck Dashboard Updates t...

CP2 Manager Module Allows administrators to 'invite' new users vs. the old registration method....

This release takes aim at a number of new and very exciting features aimed at adding efficiencies...

Enhancements Document sharing updated to allow saving of documents at a user level Back-end s...

New Features/Enhancements Alias Notice in QuickDial When a lookup is performed using an Alias, ...

New Features/Enhancements Report Generator Exports Converted Data Using the report generator, c...

New Features/Enhancements New Fields There have been a number of new fields added to the custom...

V1.4.0 New Features /Enhancements Report Generator Rework As part of some upcoming features, t...

V1.4.1 New Features/Improvements Added a "Fiscal Year" selection to time-based comparisons N...

V 1.4.2 New Features/Improvements Improved Styling The style of the COUNTERPOINT Cloud Platfor...

This update is scheduled for release in Q1 2023. This documentation is also still being updated a...

  For the majority of Counterpoint Cloud Platform, your experience will be exactly the same as o...

Supported Devices Officially, Counterpoint Cloud Platform supports any device that meets the fol...

Sales Filters Along the top of the FlightDeck Dashboard is the display of your current data fi...

The inventory dashboard gives you an overview of the value and breakdown of your inventory, on a ...

Goals offer a way to visually see progress towards a long term target, focused on either a month-...

Overview The Customer Lookup provides you with a sortable, searchable table of customers that yo...

Customer Summary The Customer Summary currently offers 12 quick glances at your sales with this ...

The CounterCRM Notes section allows you to read and write notes on a per-customer basis that inte...

The Call Log page displays all recorded calls between your phone system and the phone number asso...

Creating a message in the Counter Message system is straight forward. In order to create a new me...

Email When a message has been sent to you, you'll receive a generated email with a link to view ...

The active and archive lookup links allow you to view a history of messages you sent that are eit...

Overview The ecat analysis page is a representation of browsing trends on autoecat.com as of the...

The Resource Centre module allows you to upload and download resources, as well as download resou...

The CPMailer Core is the base module within the CPMailer. This module allows you to manage your o...

Lookup Table The user reports page displays a list of all the users and their associated email a...

Special reports allow the generation of reports that don't fit into the block/frequency model of ...

Log into the cloud platform and navigate to the CPMailer > User Reports If this is a new us...

The report generator is a very powerful tool allowing you to pull your own reports based on the d...

Prebuilt reports offer additional reporting options that do not fit into the capabilities of the ...

Below are the steps for creating a basic report of sales by customer/category In Section 1, you ...

Overview Web reports allow for the management and distribution of custom reports where the neces...

Overview The Admin CP page provides you with a quick, at-a-glance view of some of the importan...

User/Email combos input into the address book will appear for all users to select from when sendi...

An admin alert is a message that is displayed to all salesreps on their landing page after they l...

The values in the server settings page are used across your version of the Counterpoint Cloud Pla...

  The Audit Log contains a list of auditable events that have occurred in your instance of the C...

What is a Procedure? A procedure is an operation that can be done on a regular basis - typically...

Overview The corporate goals page shows a listing of ALL goals set up for your company, but also...

Registering a new user Sending invite email Registering a new user is done via an invite based ...

There are three different types of users, each with their own restrictions on what permissions ap...

You currently do not have permission to view any branches. This message is displayed on every pa...

FlightDeck FlightDeck Dashboard Enabling the FlightDeck Dashboard gives a user access to sales ...

Before being able to access QuickDial, there are a few requirements that need to be met Downlo...

Zulu Caller ID Once you have signed into both the Counterpoint Cloud Platform and Zulu Apps, you...

Customers may call from numbers that have not yet been entered into your main ERP, or added into ...

Overview Whether the page opens automatically on call pickup, or you need to select the account ...

The consolidated sales report is a web-based equivalent to the Consolidated Sales report provided...

The historic sales report focuses on a particular branch, and offers an overview of sales perfo...

The prebuilt historic inventory report contains both a table and graph The Historic Inventor...

The Historic Category Report breaks down sales for the selected branches by category, breaking ...

The Historic Category Report breaks down sales for the selected branches by category, breaking ...

The clerk Analysis report provides a number of metrics on clerk sales performance. Number of a...