Difference between revisions of "Dashboard"

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(Created page with "Path: Callproof Support - Website - Navigation Bar - Dashboard")
 
 
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Path: [[Callproof Support]] - [[Website]] - [[Navigation Bar]] - [[Dashboard]]
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Path: [[Callproof Support]] - [[Website]] - [[Dashboard]]
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The Dashboard tab contains many of the daily activities and details done within Callproof.  Not all items will be visible to all users.
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== [[Events]] ==
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Activity and events are recorded within Callproof and can be see on the [[Events]] page.  This is also seen on the mobile app.
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More Info: [[Events]]
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== [[Event Form Entries]] ==
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Search, view, edit, or delete Event Forms from Callproof on the [[Event Form Entries]] page.
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More Info: [[Event Form Entries]]
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== [[Web Call History|Call History]] ==
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Sales calls within Callproof can be viewed and deleted from the [[Web Call History|Call History]] page.
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More Info: [[Web Call History|Call History]]
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== [[Appointments]] ==
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Access all Appointments done within Callproof from here.
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More Info: [[Appointments]]
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== [[Web Future Appointments|Future Appointments]] ==
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Access all Appointments that were scheduled as Future Appointments. These are Appointments that were setup using Google Calendar. 
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This feature is currently in Beta.
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More Info: [[Web Future Appointments|Future Appointments]]
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== [[Web Followups|Followups]] ==
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Access all Followups scheduled within Callproof.  View, edit, or export from this page.
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More Info: [[Web Followups|Followups]]
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== Files ==
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CallProof allows users to upload and attach files to contact records.  When files are uploaded, they are also indexed on the Files page here.

Latest revision as of 16:46, 3 December 2014

Path: Callproof Support - Website - Dashboard


The Dashboard tab contains many of the daily activities and details done within Callproof. Not all items will be visible to all users.


Events

Activity and events are recorded within Callproof and can be see on the Events page. This is also seen on the mobile app.

More Info: Events


Event Form Entries

Search, view, edit, or delete Event Forms from Callproof on the Event Form Entries page.

More Info: Event Form Entries


Call History

Sales calls within Callproof can be viewed and deleted from the Call History page.

More Info: Call History


Appointments

Access all Appointments done within Callproof from here.

More Info: Appointments


Future Appointments

Access all Appointments that were scheduled as Future Appointments. These are Appointments that were setup using Google Calendar.

This feature is currently in Beta.

More Info: Future Appointments


Followups

Access all Followups scheduled within Callproof. View, edit, or export from this page.

More Info: Followups


Files

CallProof allows users to upload and attach files to contact records. When files are uploaded, they are also indexed on the Files page here.