Difference between revisions of "Dashboard"

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Path: [[Callproof Support]] - [[Website]] - [[Navigation Bar]] - [[Dashboard]]
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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.  
 
The Dashboard tab contains many of the daily activities and details done within Callproof.  Not all items will be visible to all users.  
 
 
== [[Ranking]] ==
 
 
Ranking shows the company leader boards determined by points earned.  These can be filtered by ranking groups and lenth (day, week, month).
 
 
More Info: [[Ranking]]
 
 
 
== [[Events Manager|Events (Manager)]] ==
 
 
Events (Manager) is available to managers within Callproof.  This is a simplified, raw feed of events occurring within Callproof. 
 
 
More Info: [[Events Manager]]
 
  
  
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== [[Appointments]] ==
 
== [[Appointments]] ==
  
Access all appointments done within Callproof from here.
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Access all Appointments done within Callproof from here.
  
 
More Info: [[Appointments]]
 
More Info: [[Appointments]]
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== Future 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]]
  
  
== Followups ==
 
  
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== Files ==
  
== Downloads ==
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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.