Difference between revisions of "Getting Started"

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A great way to think about Contact Types is buckets.  What bucket do you want to put your contacts in?  Keep in mind all contacts within Callproof must have a contact type so you want to create the buckets that are needed by your employees.  Once added, employees will be able to search contacts by employee types by hovering over People and selecting Contacts.
 
A great way to think about Contact Types is buckets.  What bucket do you want to put your contacts in?  Keep in mind all contacts within Callproof must have a contact type so you want to create the buckets that are needed by your employees.  Once added, employees will be able to search contacts by employee types by hovering over People and selecting Contacts.
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== Using Event Forms ==
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{{#ev:youtube|rCvf4c1WTEI|300|right|Creating Event Forms}}
  
  

Revision as of 21:29, 16 January 2014

Getting Started

Outlined below are typical steps a company takes when signing up with Callproof. These videos will walk you through essential steps to help get you started. Further help documents are available on specific features and screens.


Adding New Users in CallProof

Creating Event Forms

Now that you've signed up for Callproof, the first thing you need to do is add your employees.

Hover over People, and click on Company Directory. Click add Employee and enter your employee information.

You'll notice on the bottom there's a "Send Email Notification" checkbox. When you check this box, Callproof will automatically generate an email to this employees email letting them know you've created them an account in Callproof and what their login information is.

After creating the employee, click Submit.

Once you've done that, you'll be taken to their profile. Here you can adjust their rights, priledges and even upload a picture of your employee.

You can give them a title and designate if they are a manager. Keep in mind, those that are managers have access to the Company Directory and all settings within Callproof.

You can also check to allow them to delete contacts.

You can check if they can see all unassigned contacts in the system.

You can check Track GPS and Callproof will automatically refresh their GPS location data when they are out in the field using the mobile application.

You can also check Hide Events to hide their activity from the event feed.

You'll notice you've also got a drop down for Contact Radius. Once you put an address here in Callproof, you tell Callproof this employee is able to view contacts based on a radius around that address. That address doesn't have to be their home address or even their office address. It can be any address you want to use as the basis for your radius.

Once you've set all that up, click Update and Callproof will save all the data.


Creating Contact Types in Callproof

Creating Event Forms

Now that you've added your employees into Callproof, we need to go in and do a little bit of customization to your account. The first level is going to be your contact types.

Hover over Home and click Contact Types.

You'll notice that when you first sign up with Callproof there are 4 standard contact types preloaded (Client, Lead, Prospect, and other). You can create as many or as few contact types as you'd like.

You can name them anything you want.

Also note that clicking on the edit button allows you to change the Contact Type name and add a picture. This will be especially usefull for your users that are utilizing Callproof on a mobile device. Whatever image you upload for that Contact Type will appear on their lists so they can visually designate the different Contact Types.

When viewing all your Contact Types, additional details can be seen. The first column shows how many of each Contact Types are in the system. Clicking the red X next to the number of contacts will delete all contacts of that type. (These will be removed from Callproof entirely and you will have to confirm since it cannot be reversed). This will leave the contact type, but delete any contacts of that type. The red X on the far right will delete all contacts of that type along with the contact type itself. (Callproof will make you confirm and this is not reversable).

A great way to think about Contact Types is buckets. What bucket do you want to put your contacts in? Keep in mind all contacts within Callproof must have a contact type so you want to create the buckets that are needed by your employees. Once added, employees will be able to search contacts by employee types by hovering over People and selecting Contacts.


Using Event Forms

Creating Event Forms



Event Forms: https://vimeo.com/83318368 Import Your Contacts into CallProof: https://vimeo.com/83317883 Reports in CallProof: https://vimeo.com/83317416 Custom Fields in CallProof: https://vimeo.com/83316823