Recently Updated Pages
Beta V 1.1.0
The following is a listing of the updates released in the Countrpoint Cloud Platform (CP2) Branc...
Server Settings
The values in the server settings page are used across your version of the Counterpoint Cloud Pla...
Admin Alert
An admin alert is a message that is displayed to all salesreps on their landing page after they l...
Address Book
User/Email combos input into the address book will appear for all users to select from when sendi...
Creating Reports
The report generator is a very powerful tool allowing you to pull your own reports based on the d...
Downloading and Uploading Files
The Resource Centre module allows you to upload and download resources, as well as download resou...
Active and Archive Lookups
The active and archive lookup links allow you to view a history of messages you sent that are eit...
Receiving a Message
Email When a message has been sent to you, you'll receive a generated email with a link to view ...
Creating a Message
Creating a message in the Counter Message system is straight forward. In order to create a new me...
Supported Devices
Supported Devices Officially, Counterpoint Cloud Platform supports any device that meets the fol...
Tablets and Phones
For the majority of Counterpoint Cloud Platform, your experience will be exactly the same as o...
Goals
Goals offer a way to visually see progress towards a long term target, focused on either a month-...
Inventory Dashboard
The inventory dashboard gives you an overview of the value and breakdown of your inventory, on a ...
Sales Summary By Filter
This information has moved: https://docs.amscomputergroup.com/books/counterpoint-cloud-platfor...
Top Customers
The Top Customers Chart shows your top 5 customers over the current period, based on total sales ...
Sales By Day
MTD Sales By Day shows all of your sales to date this month, on a daily basis. Each node on the g...
Salesrep Goal
The Salesrep Goal offers a quick glance at your progress towards your primary goal. For a more d...
Sales By Filter
The Past Month Sales By Filter graphs give you a quick visual representation of the breakdown of ...
FlightDeck Tiles
The FlightDeck Dashboard breaks down your sales into 6 metrics, which are filterable based on tot...
Version 6 Overview
Point of Sale Quote / Order search combined: When keying in a customer number, instead of the ‘...