docs - User contributions [en]

Report Menu

2026-07-31T12:07:36Z

Ashley DeBon: /* Employee Activities(New Web) */

Path: [[Callproof Support]] - [[New Website]] - [[Report Menu]]

== [[Employee Activities(New Web)]] ==

Rep Activities (New Web) Purpose Per-rep activity matrix for a date range. Shows emails, calls, tasks, appointments, and optional recorded calls, broken down by Account Type, with company totals. Access Login required. Not manager-only. Menu visibility can still be limited by company menu settings. What it does Lists reps who had activity in the selected date range. Shows a summary row per rep, plus rows by Account Type. Includes an All totals block for the company. Default date range is often yesterday through today. If the company has Twilio, recorded-call columns can appear. Key columns Sales Rep Account Type Emails Calls and Duration Tasks and Duration Appointments and Duration RecCalls and Duration when Twilio is enabled

[[File:RepActivities.png|350px|thumb|Rep Activities]]

More Info: [[Employee Activities(New Web)]]
<div style="clear:both;"></div>

== [[Events (New Web)]] ==

Lists company activity events in a filterable timeline (calls, check-ins, and other event types from the event feed). Supports search and CSV export. Login required. Managers and market managers can filter by users and markets. Users with Just My Events see a limited user filter. Example: Manager reviews yesterday’s check-ins and calls by rep and market. Key filters: event type, max results, markets, users, include inactive users. Related: feeds Custom and Manual report event sections; exports can appear in My Exports.

More Info: [[Events (New Web)]]

[[File:NewEvents.png|350px|thumb|Events]]

<div style="clear:both;"></div>

== [[Activity]] ==
Activity. Page title: Daily Productivity Stats. Shows daily productivity charts over a date range, typically appointment and related activity counts by day, optionally for a selected rep. Login required. Example: Compare a rep’s appointment volume day by day over a week. Key filters: rep, start date, end date. Important: Do not confuse with What Happened Yesterday at /stats/activities/, which is a different Rep Activities view.

More Info: [[Activity]]

[[File:DailyProductivityStats.png|350px|thumb|Daily Productivity Stats]]

<div style="clear:both;"></div>

== [[Appointments (New Web)]] ==
Appointments & Visits. Page title: Appointments. Operational list of calendar appointments and visits. Columns commonly include rep, date, event form, follow-up, type, notes, and account. Supports export and scheduled exports. Login required. User and type filters are mainly for managers and market managers. Example: Plan today’s visits and export a weekly appointment CSV. Key filters: start/end date, sort, users, inactive users, appointment type. Related: links with Task & Follow-Ups; scheduled exports land in My Exports; Custom Reports can include past appointments or next-week schedule options.

More Info: [[Appointments (New Web)]]

[[File:Appointments.png|350px|thumb|Appointments]]
<div style="clear:both;"></div>

== [[Tasks (New Web)]] ==

Task & Follow-Ups. Page title: Tasks. Task and follow-up list with types, priorities, and stages. Users can complete and reassign tasks. There is also a task board at /followups/funnel/. Supports export and scheduled exports. Managing task types and stages is manager-oriented. Example: Rep works today’s open follow-ups; manager exports overdue tasks. Key filters: date range, users, task types, priority, sort. Related: Appointments may show follow-up links; task notes can appear in Notes; exports go to My Exports.

More Info: [[Tasks (New Web)]]
[[File:Tasks.png|350px|thumb|Tasks]]

<div style="clear:both;"></div>

== [[Exports (New Web)]] ==

My Exports. Page heading: Exports. Hub for finished and in-progress background exports from across the app, such as contacts, notes, appointments, follow-ups, events, and manager reports. Per-user detail is available under the user export list. Login required. Managers may see market-scoped users; reps typically see their own exports. Example: Download the CSV after a Notes or Appointments export finishes. Key options: search exports on the list page. Related: destination for Export and Schedule actions from most Reports items.

More Info: [[Exports (New Web)]]

[[File:Exports.png|350px|thumb|Exports]]
<div style="clear:both;"></div>

== [[ Notes (New Web) ]] ==

Notes. Page title: Notes Report. Searchable report over contact notes showing rep, account, notes text, date, and source. Supports export. Login required. Sales-rep filters are for managers and market managers. Example: Find all notes mentioning pricing last month in a market. Key filters: start/end date, keyword, markets, order, limit, active/inactive sales reps. Related: includes notes from tasks and other sources where recorded; export goes to My Exports.
[[File:NotesReport.png|350px|thumb|Notes Report]]

More Info: [[Notes (New Web)]]
<div style="clear:both;"></div>

== [[Images (New Web) ]] ==

Images. Company-wide report of photos attached to accounts and contacts. Browse thumbnails, see how each image was added, open the related account, and delete images you uploaded. Access Login required. Company-scoped. Not manager-only. Managers and market managers can filter by user. Delete is limited to the uploader of that image. What it does Lists ContactImage records across the company. Shows thumbnail, contact or company name, uploader, source type, and upload date. Links to the account edit Images tab. Lets you delete your own uploads. Does not upload images on this page. Upload happens on the account Images tab, Event Forms, custom fields, or Business Cards.

More Info: [[Images (New Web)]]

[[File:ImagesReport.png|350px|thumb|Images Report]]
<div style="clear:both;"></div>

== [[Custom Reports (New web)]] ==
Scheduled weekly or monthly configurable company reports. Can include events, recorded calls, event-form fields and aggregations, markets, rep assignments, next-week follow-ups, past appointments, and email recipients. These are the non-manual scheduled reports. Login required. Company-scoped. Archive toggle and name sorting are available. Example: Weekly emailed rollup of selected event types and form metrics to managers. Key options: schedule and days, events to include, recorded calls, event forms, by market, rep assigns, next-week follow-ups, past appointments, recipients. Related: same report system as Manual Reports, but on a recurring schedule; output often via email or export pipeline into My Exports.

More Info: [[Custom Reports (New web)]]

[[File:CustomReports.png|350px|thumb|Custom Reports]]
<div style="clear:both;"></div>

== [[Manual Reports (New web)]] ==

Same report builder as Custom Reports, but for one-off runs with an explicit start and end date instead of a weekly or monthly schedule. Login required. Example: Run a Q3 report for a fixed date range without changing a weekly schedule. Key options: required start and end dates, plus the same event, call, event-form, market, and rep options as Custom Reports. Related: shares models and UI with Custom Reports; some breadcrumbs may say Custom Reports while pointing at the manual report path.

More Info: [[Manual Reports (New web)]]

[[File:ManualReports.png|350px|thumb|Manual Reports]]
<div style="clear:both;"></div>

== [[Ranking (New web)]] ==

Current Rankings. Gamification leaderboard by rank group and period type such as day or week. Shows points, position, and trend. Managers can see all rank groups; reps see groups they belong to. Related group and graph screens exist under /rank/groups/ and /rank/graph/. Example: View weekly contest standings and trends for a sales group. Key filters: rank group, rank type. Related: points, badges, and event points. Not the same as the dashboard Funnel leaderboard at /funnel/leaderboard/.

More Info: [[Ranking (New web)]]

<div style="float:right; margin:0 0 1em 1em;">

{| style="border:0;"
| [[File:CurrentRankings.png|350px|thumb|Current Ranking]]
| [[File:RankingGroups.png|350px|thumb|right|Ranking Group]]
|}

</div><div style="clear:both;"></div>

Report Menu

2026-07-31T12:07:19Z

Ashley DeBon: /* Employee Activities(New Web) */

Path: [[Callproof Support]] - [[New Website]] - [[Report Menu]]

== [[Employee Activities(New Web)]] ==

Rep Activities (New Web) Purpose Per-rep activity matrix for a date range. Shows emails, calls, tasks, appointments, and optional recorded calls, broken down by Account Type, with company totals. Access Login required. Not manager-only. Menu visibility can still be limited by company menu settings. What it does Lists reps who had activity in the selected date range. Shows a summary row per rep, plus rows by Account Type. Includes an All totals block for the company. Default date range is often yesterday through today. If the company has Twilio, recorded-call columns can appear. Key columns Sales Rep Account Type Emails Calls and Duration Tasks and Duration Appointments and Duration RecCalls and Duration when Twilio is enabled

[[File:RepActivities.png|350px|thumb|Rep Activities]]

More Info: [[Employee Activities(New Web)]]

== [[Events (New Web)]] ==

Lists company activity events in a filterable timeline (calls, check-ins, and other event types from the event feed). Supports search and CSV export. Login required. Managers and market managers can filter by users and markets. Users with Just My Events see a limited user filter. Example: Manager reviews yesterday’s check-ins and calls by rep and market. Key filters: event type, max results, markets, users, include inactive users. Related: feeds Custom and Manual report event sections; exports can appear in My Exports.

More Info: [[Events (New Web)]]

[[File:NewEvents.png|350px|thumb|Events]]

<div style="clear:both;"></div>

== [[Activity]] ==
Activity. Page title: Daily Productivity Stats. Shows daily productivity charts over a date range, typically appointment and related activity counts by day, optionally for a selected rep. Login required. Example: Compare a rep’s appointment volume day by day over a week. Key filters: rep, start date, end date. Important: Do not confuse with What Happened Yesterday at /stats/activities/, which is a different Rep Activities view.

More Info: [[Activity]]

[[File:DailyProductivityStats.png|350px|thumb|Daily Productivity Stats]]

<div style="clear:both;"></div>

== [[Appointments (New Web)]] ==
Appointments & Visits. Page title: Appointments. Operational list of calendar appointments and visits. Columns commonly include rep, date, event form, follow-up, type, notes, and account. Supports export and scheduled exports. Login required. User and type filters are mainly for managers and market managers. Example: Plan today’s visits and export a weekly appointment CSV. Key filters: start/end date, sort, users, inactive users, appointment type. Related: links with Task & Follow-Ups; scheduled exports land in My Exports; Custom Reports can include past appointments or next-week schedule options.

More Info: [[Appointments (New Web)]]

[[File:Appointments.png|350px|thumb|Appointments]]
<div style="clear:both;"></div>

== [[Tasks (New Web)]] ==

Task & Follow-Ups. Page title: Tasks. Task and follow-up list with types, priorities, and stages. Users can complete and reassign tasks. There is also a task board at /followups/funnel/. Supports export and scheduled exports. Managing task types and stages is manager-oriented. Example: Rep works today’s open follow-ups; manager exports overdue tasks. Key filters: date range, users, task types, priority, sort. Related: Appointments may show follow-up links; task notes can appear in Notes; exports go to My Exports.

More Info: [[Tasks (New Web)]]
[[File:Tasks.png|350px|thumb|Tasks]]

<div style="clear:both;"></div>

== [[Exports (New Web)]] ==

My Exports. Page heading: Exports. Hub for finished and in-progress background exports from across the app, such as contacts, notes, appointments, follow-ups, events, and manager reports. Per-user detail is available under the user export list. Login required. Managers may see market-scoped users; reps typically see their own exports. Example: Download the CSV after a Notes or Appointments export finishes. Key options: search exports on the list page. Related: destination for Export and Schedule actions from most Reports items.

More Info: [[Exports (New Web)]]

[[File:Exports.png|350px|thumb|Exports]]
<div style="clear:both;"></div>

== [[ Notes (New Web) ]] ==

Notes. Page title: Notes Report. Searchable report over contact notes showing rep, account, notes text, date, and source. Supports export. Login required. Sales-rep filters are for managers and market managers. Example: Find all notes mentioning pricing last month in a market. Key filters: start/end date, keyword, markets, order, limit, active/inactive sales reps. Related: includes notes from tasks and other sources where recorded; export goes to My Exports.
[[File:NotesReport.png|350px|thumb|Notes Report]]

More Info: [[Notes (New Web)]]
<div style="clear:both;"></div>

== [[Images (New Web) ]] ==

Images. Company-wide report of photos attached to accounts and contacts. Browse thumbnails, see how each image was added, open the related account, and delete images you uploaded. Access Login required. Company-scoped. Not manager-only. Managers and market managers can filter by user. Delete is limited to the uploader of that image. What it does Lists ContactImage records across the company. Shows thumbnail, contact or company name, uploader, source type, and upload date. Links to the account edit Images tab. Lets you delete your own uploads. Does not upload images on this page. Upload happens on the account Images tab, Event Forms, custom fields, or Business Cards.

More Info: [[Images (New Web)]]

[[File:ImagesReport.png|350px|thumb|Images Report]]
<div style="clear:both;"></div>

== [[Custom Reports (New web)]] ==
Scheduled weekly or monthly configurable company reports. Can include events, recorded calls, event-form fields and aggregations, markets, rep assignments, next-week follow-ups, past appointments, and email recipients. These are the non-manual scheduled reports. Login required. Company-scoped. Archive toggle and name sorting are available. Example: Weekly emailed rollup of selected event types and form metrics to managers. Key options: schedule and days, events to include, recorded calls, event forms, by market, rep assigns, next-week follow-ups, past appointments, recipients. Related: same report system as Manual Reports, but on a recurring schedule; output often via email or export pipeline into My Exports.

More Info: [[Custom Reports (New web)]]

[[File:CustomReports.png|350px|thumb|Custom Reports]]
<div style="clear:both;"></div>

== [[Manual Reports (New web)]] ==

Same report builder as Custom Reports, but for one-off runs with an explicit start and end date instead of a weekly or monthly schedule. Login required. Example: Run a Q3 report for a fixed date range without changing a weekly schedule. Key options: required start and end dates, plus the same event, call, event-form, market, and rep options as Custom Reports. Related: shares models and UI with Custom Reports; some breadcrumbs may say Custom Reports while pointing at the manual report path.

More Info: [[Manual Reports (New web)]]

[[File:ManualReports.png|350px|thumb|Manual Reports]]
<div style="clear:both;"></div>

== [[Ranking (New web)]] ==

Current Rankings. Gamification leaderboard by rank group and period type such as day or week. Shows points, position, and trend. Managers can see all rank groups; reps see groups they belong to. Related group and graph screens exist under /rank/groups/ and /rank/graph/. Example: View weekly contest standings and trends for a sales group. Key filters: rank group, rank type. Related: points, badges, and event points. Not the same as the dashboard Funnel leaderboard at /funnel/leaderboard/.

More Info: [[Ranking (New web)]]

<div style="float:right; margin:0 0 1em 1em;">

{| style="border:0;"
| [[File:CurrentRankings.png|350px|thumb|Current Ranking]]
| [[File:RankingGroups.png|350px|thumb|right|Ranking Group]]
|}

</div><div style="clear:both;"></div>

Employee Activities(New Web)

2026-07-31T12:00:13Z

Ashley DeBon:

Path: [[Callproof Support]] - [[New Website]] - [[Report_Menu]] - [[Employee Activities(New Web)]]

= Rep Activities =

'''Screen purpose:''' See how much activity each sales rep logged in a date range — emails, calls, tasks, appointments, and (when Twilio is on) recorded calls — with optional breakdown by account type.
[[File:RepActivities.png|350px|thumb|Rep Activities]]

* Compare reps side by side for a date range
* See counts and durations for key activity types
* Break activity down by Account Type under each rep
* View company totals on an '''All''' row
* Filter by start/end date and call type

'''Screen title:''' Rep Activities

<div style="clear:both;"></div>

== How this differs from related stats screens ==

{| class="wikitable"
! Screen
! Address
! What it is
|-
| '''Rep Activities''' (this page)
| <code>/stats/activities/</code>
| Activity counts/durations per rep (and by account type)
|-
| '''Daily Points''' (or similar)
| <code>/stats/points/daily/</code>
| Points / scoring over time
|-
| '''Daily Productivity'''
| <code>/stats/productivity/daily/</code>
| Day-by-day productivity stats
|}

== How to open Rep Activities ==

=== Option A — Direct address ===

# Sign in to CallProof.
# Go to your CallProof site and add <code>/stats/activities/</code>.
# Press '''Enter'''.

=== Option B — Menu (when available) ===

# Open '''Rep Activities''' / '''Stats''' / '''Activities''' from the CallProof menu if your company shows it.

== Permissions ==

* You must be '''signed in'''.
* The report covers reps in '''your company'''.
* Only reps with activity in the selected date range appear in the list.

== What you see (standard layout) ==

=== Header ===

* '''Rep Activities''' title
* '''Filter''' button (Rep Activities Filter)

=== Table columns ===

{| class="wikitable"
! Column
! What it shows
|-
| (photo)
| Rep profile image
|-
| '''Sales Rep'''
| Rep name
|-
| '''Account Type'''
| Blank on the rep’s total row; account type name on breakdown rows
|-
| '''Emails'''
| Email count in the date range
|-
| '''Calls'''
| Call count
|-
| '''Duration''' (after Calls)
| Total call time
|-
| '''Tasks'''
| Task / follow-up count
|-
| '''Duration''' (after Tasks)
| Task-related duration
|-
| '''Appts'''
| Appointment count
|-
| '''Duration''' (after Appts)
| Appointment duration
|-
| '''RecCalls'''
| Recorded-call count (shown when Twilio is enabled for your company)
|-
| '''Duration''' (after RecCalls)
| Recorded-call duration (Twilio companies)
|}

=== How rows are organized ===

For each rep who had activity in the range:

# A '''summary row''' (photo + name) with totals across all account types.
# Extra rows for each '''Account Type''' where that rep had emails, calls, recorded calls, appointments, or tasks.
# Column headers may repeat every few reps to keep the wide table readable while scrolling.

At the bottom (when there is data):

* An '''All''' row with company totals for the same columns (and account-type breakdowns in the totals section).

Empty state: '''No rep activities found'''

=== Default date range ===

If you have not set dates yet, CallProof typically uses:

* '''Start:''' yesterday
* '''End:''' today

== Why Rep Activities matters ==

{| class="wikitable"
! Action
! Purpose
! When to use it
|-
| '''Filter by dates'''
| Focus on a week, month, or campaign period.
| Weekly reviews, coaching, contests.
|-
| '''Compare Calls / Tasks / Appts'''
| See who is dialing vs following up vs meeting.
| Pipeline health checks.
|-
| '''Account Type rows'''
| See which account types drive each rep’s work.
| Territory or segment analysis.
|-
| '''All row'''
| Company-wide totals for the same period.
| Leadership summaries.
|}

= Filter Rep Activities =

[[File:RepActivitiesFilter.png|350px|thumb|right|Rep Activities Filter]]

'''Filter panel title:''' Rep Activities Filter

=== Steps ===

# Click the '''Filter''' button.
# Set:

{| class="wikitable"
! Field
! Notes
|-
| '''Start Date'''
| Beginning of the range
|-
| '''End Date'''
| End of the range
|-
| '''Call Type'''
| '''Both''' · '''Incoming''' · '''Outgoing'''
|}

# Click Search / Apply on the filter panel.
# The page reloads with updated results.
# Click '''Clear''' to reset the filter form and refresh.

=== Good to know ===

* After you apply filters, CallProof saves them for this report and reloads <code>/stats/activities/</code>.
* Call Type is most relevant for recorded-call focused views; use '''Both''' unless you need incoming- or outgoing-only.

<div style="clear:both;"></div>

= Read a rep’s activity =

[[File:RepActivitiesRows.png|350px|thumb|right|Rep summary and account-type rows]]

=== Steps ===

# Find the rep’s photo and name.
# Read the first data row as their '''overall''' totals for Emails, Calls (+ duration), Tasks (+ duration), Appts (+ duration), and RecCalls (+ duration) when shown.
# Read the following rows for that rep to see the same metrics split by '''Account Type'''.
# Scroll horizontally if needed — this is a wide stats table.
# Check the '''All''' row at the bottom for company totals.

=== Durations ===

* Duration columns show total time in a readable time format (not just a raw count).
* Compare count vs duration (for example many short calls vs fewer long calls).

<div style="clear:both;"></div>

= Typical workflow =

# Open <code>/stats/activities/</code>.
# Filter to last week (or your review period).
# Leave Call Type as '''Both''' unless you need a direction filter.
# Scan each rep’s summary row, then account-type breakdowns.
# Use the '''All''' row for the team total.
# Follow up in Call History, Tasks, or Appointments for details behind the numbers.

= Tips and important notes =

* On-screen title is '''Rep Activities'''; the browser tab may say '''Stats Dash'''.
* Only reps with activity in the selected dates appear — quiet reps are omitted.
* Account Type breakdown rows appear only for types that had activity for that rep.
* '''RecCalls''' / recorded-call duration appear when your company uses Twilio.
* Some companies may see a simplified table focused on recorded calls (Sales Rep · RecCalls · Duration) instead of the full activity grid.
* Header rows can repeat periodically to help you stay oriented while scrolling a long list.
* This screen is a summary; it does not open individual call/email/task records by itself.

== Need help? ==

* No rep activities found: widen the date range or confirm activity was logged in CallProof
* Missing RecCalls columns: your company may not have Twilio recorded-call stats enabled
* Numbers look wrong: confirm Start/End dates and Call Type, then Clear and re-apply
* Need day-by-day detail: try Daily Productivity (<code>/stats/productivity/daily/</code>)
* Need points/scoring: try Daily Points (<code>/stats/points/daily/</code>)
* Other issues: email [mailto:support@callproof.com support@callproof.com]

Employee Activities(New Web)

2026-07-31T11:59:47Z

Ashley DeBon:

Path: [[Callproof Support]] - [[New Website]] - [[Report_Menu]] - [[Rep Activities]]

= Rep Activities =

'''Screen purpose:''' See how much activity each sales rep logged in a date range — emails, calls, tasks, appointments, and (when Twilio is on) recorded calls — with optional breakdown by account type.
[[File:RepActivities.png|350px|thumb|Rep Activities]]

* Compare reps side by side for a date range
* See counts and durations for key activity types
* Break activity down by Account Type under each rep
* View company totals on an '''All''' row
* Filter by start/end date and call type

'''Screen title:''' Rep Activities

<div style="clear:both;"></div>

== How this differs from related stats screens ==

{| class="wikitable"
! Screen
! Address
! What it is
|-
| '''Rep Activities''' (this page)
| <code>/stats/activities/</code>
| Activity counts/durations per rep (and by account type)
|-
| '''Daily Points''' (or similar)
| <code>/stats/points/daily/</code>
| Points / scoring over time
|-
| '''Daily Productivity'''
| <code>/stats/productivity/daily/</code>
| Day-by-day productivity stats
|}

== How to open Rep Activities ==

=== Option A — Direct address ===

# Sign in to CallProof.
# Go to your CallProof site and add <code>/stats/activities/</code>.
# Press '''Enter'''.

=== Option B — Menu (when available) ===

# Open '''Rep Activities''' / '''Stats''' / '''Activities''' from the CallProof menu if your company shows it.

== Permissions ==

* You must be '''signed in'''.
* The report covers reps in '''your company'''.
* Only reps with activity in the selected date range appear in the list.

== What you see (standard layout) ==

=== Header ===

* '''Rep Activities''' title
* '''Filter''' button (Rep Activities Filter)

=== Table columns ===

{| class="wikitable"
! Column
! What it shows
|-
| (photo)
| Rep profile image
|-
| '''Sales Rep'''
| Rep name
|-
| '''Account Type'''
| Blank on the rep’s total row; account type name on breakdown rows
|-
| '''Emails'''
| Email count in the date range
|-
| '''Calls'''
| Call count
|-
| '''Duration''' (after Calls)
| Total call time
|-
| '''Tasks'''
| Task / follow-up count
|-
| '''Duration''' (after Tasks)
| Task-related duration
|-
| '''Appts'''
| Appointment count
|-
| '''Duration''' (after Appts)
| Appointment duration
|-
| '''RecCalls'''
| Recorded-call count (shown when Twilio is enabled for your company)
|-
| '''Duration''' (after RecCalls)
| Recorded-call duration (Twilio companies)
|}

=== How rows are organized ===

For each rep who had activity in the range:

# A '''summary row''' (photo + name) with totals across all account types.
# Extra rows for each '''Account Type''' where that rep had emails, calls, recorded calls, appointments, or tasks.
# Column headers may repeat every few reps to keep the wide table readable while scrolling.

At the bottom (when there is data):

* An '''All''' row with company totals for the same columns (and account-type breakdowns in the totals section).

Empty state: '''No rep activities found'''

=== Default date range ===

If you have not set dates yet, CallProof typically uses:

* '''Start:''' yesterday
* '''End:''' today

== Why Rep Activities matters ==

{| class="wikitable"
! Action
! Purpose
! When to use it
|-
| '''Filter by dates'''
| Focus on a week, month, or campaign period.
| Weekly reviews, coaching, contests.
|-
| '''Compare Calls / Tasks / Appts'''
| See who is dialing vs following up vs meeting.
| Pipeline health checks.
|-
| '''Account Type rows'''
| See which account types drive each rep’s work.
| Territory or segment analysis.
|-
| '''All row'''
| Company-wide totals for the same period.
| Leadership summaries.
|}

= Filter Rep Activities =

[[File:RepActivitiesFilter.png|350px|thumb|right|Rep Activities Filter]]

'''Filter panel title:''' Rep Activities Filter

=== Steps ===

# Click the '''Filter''' button.
# Set:

{| class="wikitable"
! Field
! Notes
|-
| '''Start Date'''
| Beginning of the range
|-
| '''End Date'''
| End of the range
|-
| '''Call Type'''
| '''Both''' · '''Incoming''' · '''Outgoing'''
|}

# Click Search / Apply on the filter panel.
# The page reloads with updated results.
# Click '''Clear''' to reset the filter form and refresh.

=== Good to know ===

* After you apply filters, CallProof saves them for this report and reloads <code>/stats/activities/</code>.
* Call Type is most relevant for recorded-call focused views; use '''Both''' unless you need incoming- or outgoing-only.

<div style="clear:both;"></div>

= Read a rep’s activity =

[[File:RepActivitiesRows.png|350px|thumb|right|Rep summary and account-type rows]]

=== Steps ===

# Find the rep’s photo and name.
# Read the first data row as their '''overall''' totals for Emails, Calls (+ duration), Tasks (+ duration), Appts (+ duration), and RecCalls (+ duration) when shown.
# Read the following rows for that rep to see the same metrics split by '''Account Type'''.
# Scroll horizontally if needed — this is a wide stats table.
# Check the '''All''' row at the bottom for company totals.

=== Durations ===

* Duration columns show total time in a readable time format (not just a raw count).
* Compare count vs duration (for example many short calls vs fewer long calls).

<div style="clear:both;"></div>

= Typical workflow =

# Open <code>/stats/activities/</code>.
# Filter to last week (or your review period).
# Leave Call Type as '''Both''' unless you need a direction filter.
# Scan each rep’s summary row, then account-type breakdowns.
# Use the '''All''' row for the team total.
# Follow up in Call History, Tasks, or Appointments for details behind the numbers.

= Tips and important notes =

* On-screen title is '''Rep Activities'''; the browser tab may say '''Stats Dash'''.
* Only reps with activity in the selected dates appear — quiet reps are omitted.
* Account Type breakdown rows appear only for types that had activity for that rep.
* '''RecCalls''' / recorded-call duration appear when your company uses Twilio.
* Some companies may see a simplified table focused on recorded calls (Sales Rep · RecCalls · Duration) instead of the full activity grid.
* Header rows can repeat periodically to help you stay oriented while scrolling a long list.
* This screen is a summary; it does not open individual call/email/task records by itself.

== Need help? ==

* No rep activities found: widen the date range or confirm activity was logged in CallProof
* Missing RecCalls columns: your company may not have Twilio recorded-call stats enabled
* Numbers look wrong: confirm Start/End dates and Call Type, then Clear and re-apply
* Need day-by-day detail: try Daily Productivity (<code>/stats/productivity/daily/</code>)
* Need points/scoring: try Daily Points (<code>/stats/points/daily/</code>)
* Other issues: email [mailto:support@callproof.com support@callproof.com]

File:RepActivitiesRows.png

2026-07-31T11:58:32Z

Ashley DeBon:

File:RepActivitiesFilter.png

2026-07-31T11:57:07Z

Ashley DeBon:

File:RepActivities.png

2026-07-31T11:56:09Z

Ashley DeBon:

Employee Activities(New Web)

2026-07-31T11:55:16Z

Ashley DeBon: /* Typical workflow */

Path: [[Callproof Support]] - [[New Website]] - [[Rep Activities]]

= Rep Activities =

'''Screen purpose:''' See how much activity each sales rep logged in a date range — emails, calls, tasks, appointments, and (when Twilio is on) recorded calls — with optional breakdown by account type.
[[File:RepActivities.png|350px|thumb|Rep Activities]]

* Compare reps side by side for a date range
* See counts and durations for key activity types
* Break activity down by Account Type under each rep
* View company totals on an '''All''' row
* Filter by start/end date and call type

'''Screen title:''' Rep Activities

<div style="clear:both;"></div>

== How this differs from related stats screens ==

{| class="wikitable"
! Screen
! Address
! What it is
|-
| '''Rep Activities''' (this page)
| <code>/stats/activities/</code>
| Activity counts/durations per rep (and by account type)
|-
| '''Daily Points''' (or similar)
| <code>/stats/points/daily/</code>
| Points / scoring over time
|-
| '''Daily Productivity'''
| <code>/stats/productivity/daily/</code>
| Day-by-day productivity stats
|}

== How to open Rep Activities ==

=== Option A — Direct address ===

# Sign in to CallProof.
# Go to your CallProof site and add <code>/stats/activities/</code>.
# Press '''Enter'''.

=== Option B — Menu (when available) ===

# Open '''Rep Activities''' / '''Stats''' / '''Activities''' from the CallProof menu if your company shows it.

== Permissions ==

* You must be '''signed in'''.
* The report covers reps in '''your company'''.
* Only reps with activity in the selected date range appear in the list.

== What you see (standard layout) ==

=== Header ===

* '''Rep Activities''' title
* '''Filter''' button (Rep Activities Filter)

=== Table columns ===

{| class="wikitable"
! Column
! What it shows
|-
| (photo)
| Rep profile image
|-
| '''Sales Rep'''
| Rep name
|-
| '''Account Type'''
| Blank on the rep’s total row; account type name on breakdown rows
|-
| '''Emails'''
| Email count in the date range
|-
| '''Calls'''
| Call count
|-
| '''Duration''' (after Calls)
| Total call time
|-
| '''Tasks'''
| Task / follow-up count
|-
| '''Duration''' (after Tasks)
| Task-related duration
|-
| '''Appts'''
| Appointment count
|-
| '''Duration''' (after Appts)
| Appointment duration
|-
| '''RecCalls'''
| Recorded-call count (shown when Twilio is enabled for your company)
|-
| '''Duration''' (after RecCalls)
| Recorded-call duration (Twilio companies)
|}

=== How rows are organized ===

For each rep who had activity in the range:

# A '''summary row''' (photo + name) with totals across all account types.
# Extra rows for each '''Account Type''' where that rep had emails, calls, recorded calls, appointments, or tasks.
# Column headers may repeat every few reps to keep the wide table readable while scrolling.

At the bottom (when there is data):

* An '''All''' row with company totals for the same columns (and account-type breakdowns in the totals section).

Empty state: '''No rep activities found'''

=== Default date range ===

If you have not set dates yet, CallProof typically uses:

* '''Start:''' yesterday
* '''End:''' today

== Why Rep Activities matters ==

{| class="wikitable"
! Action
! Purpose
! When to use it
|-
| '''Filter by dates'''
| Focus on a week, month, or campaign period.
| Weekly reviews, coaching, contests.
|-
| '''Compare Calls / Tasks / Appts'''
| See who is dialing vs following up vs meeting.
| Pipeline health checks.
|-
| '''Account Type rows'''
| See which account types drive each rep’s work.
| Territory or segment analysis.
|-
| '''All row'''
| Company-wide totals for the same period.
| Leadership summaries.
|}

= Filter Rep Activities =

[[File:RepActivitiesFilter.png|350px|thumb|right|Rep Activities Filter]]

'''Filter panel title:''' Rep Activities Filter

=== Steps ===

# Click the '''Filter''' button.
# Set:

{| class="wikitable"
! Field
! Notes
|-
| '''Start Date'''
| Beginning of the range
|-
| '''End Date'''
| End of the range
|-
| '''Call Type'''
| '''Both''' · '''Incoming''' · '''Outgoing'''
|}

# Click Search / Apply on the filter panel.
# The page reloads with updated results.
# Click '''Clear''' to reset the filter form and refresh.

=== Good to know ===

* After you apply filters, CallProof saves them for this report and reloads <code>/stats/activities/</code>.
* Call Type is most relevant for recorded-call focused views; use '''Both''' unless you need incoming- or outgoing-only.

<div style="clear:both;"></div>

= Read a rep’s activity =

[[File:RepActivitiesRows.png|350px|thumb|right|Rep summary and account-type rows]]

=== Steps ===

# Find the rep’s photo and name.
# Read the first data row as their '''overall''' totals for Emails, Calls (+ duration), Tasks (+ duration), Appts (+ duration), and RecCalls (+ duration) when shown.
# Read the following rows for that rep to see the same metrics split by '''Account Type'''.
# Scroll horizontally if needed — this is a wide stats table.
# Check the '''All''' row at the bottom for company totals.

=== Durations ===

* Duration columns show total time in a readable time format (not just a raw count).
* Compare count vs duration (for example many short calls vs fewer long calls).

<div style="clear:both;"></div>

= Typical workflow =

# Open <code>/stats/activities/</code>.
# Filter to last week (or your review period).
# Leave Call Type as '''Both''' unless you need a direction filter.
# Scan each rep’s summary row, then account-type breakdowns.
# Use the '''All''' row for the team total.
# Follow up in Call History, Tasks, or Appointments for details behind the numbers.

= Tips and important notes =

* On-screen title is '''Rep Activities'''; the browser tab may say '''Stats Dash'''.
* Only reps with activity in the selected dates appear — quiet reps are omitted.
* Account Type breakdown rows appear only for types that had activity for that rep.
* '''RecCalls''' / recorded-call duration appear when your company uses Twilio.
* Some companies may see a simplified table focused on recorded calls (Sales Rep · RecCalls · Duration) instead of the full activity grid.
* Header rows can repeat periodically to help you stay oriented while scrolling a long list.
* This screen is a summary; it does not open individual call/email/task records by itself.

== Need help? ==

* No rep activities found: widen the date range or confirm activity was logged in CallProof
* Missing RecCalls columns: your company may not have Twilio recorded-call stats enabled
* Numbers look wrong: confirm Start/End dates and Call Type, then Clear and re-apply
* Need day-by-day detail: try Daily Productivity (<code>/stats/productivity/daily/</code>)
* Need points/scoring: try Daily Points (<code>/stats/points/daily/</code>)
* Other issues: email [mailto:support@callproof.com support@callproof.com]

Employee Activities(New Web)

2026-07-31T11:55:06Z

Ashley DeBon: /* Durations */

Path: [[Callproof Support]] - [[New Website]] - [[Rep Activities]]

= Rep Activities =

'''Screen purpose:''' See how much activity each sales rep logged in a date range — emails, calls, tasks, appointments, and (when Twilio is on) recorded calls — with optional breakdown by account type.
[[File:RepActivities.png|350px|thumb|Rep Activities]]

* Compare reps side by side for a date range
* See counts and durations for key activity types
* Break activity down by Account Type under each rep
* View company totals on an '''All''' row
* Filter by start/end date and call type

'''Screen title:''' Rep Activities

<div style="clear:both;"></div>

== How this differs from related stats screens ==

{| class="wikitable"
! Screen
! Address
! What it is
|-
| '''Rep Activities''' (this page)
| <code>/stats/activities/</code>
| Activity counts/durations per rep (and by account type)
|-
| '''Daily Points''' (or similar)
| <code>/stats/points/daily/</code>
| Points / scoring over time
|-
| '''Daily Productivity'''
| <code>/stats/productivity/daily/</code>
| Day-by-day productivity stats
|}

== How to open Rep Activities ==

=== Option A — Direct address ===

# Sign in to CallProof.
# Go to your CallProof site and add <code>/stats/activities/</code>.
# Press '''Enter'''.

=== Option B — Menu (when available) ===

# Open '''Rep Activities''' / '''Stats''' / '''Activities''' from the CallProof menu if your company shows it.

== Permissions ==

* You must be '''signed in'''.
* The report covers reps in '''your company'''.
* Only reps with activity in the selected date range appear in the list.

== What you see (standard layout) ==

=== Header ===

* '''Rep Activities''' title
* '''Filter''' button (Rep Activities Filter)

=== Table columns ===

{| class="wikitable"
! Column
! What it shows
|-
| (photo)
| Rep profile image
|-
| '''Sales Rep'''
| Rep name
|-
| '''Account Type'''
| Blank on the rep’s total row; account type name on breakdown rows
|-
| '''Emails'''
| Email count in the date range
|-
| '''Calls'''
| Call count
|-
| '''Duration''' (after Calls)
| Total call time
|-
| '''Tasks'''
| Task / follow-up count
|-
| '''Duration''' (after Tasks)
| Task-related duration
|-
| '''Appts'''
| Appointment count
|-
| '''Duration''' (after Appts)
| Appointment duration
|-
| '''RecCalls'''
| Recorded-call count (shown when Twilio is enabled for your company)
|-
| '''Duration''' (after RecCalls)
| Recorded-call duration (Twilio companies)
|}

=== How rows are organized ===

For each rep who had activity in the range:

# A '''summary row''' (photo + name) with totals across all account types.
# Extra rows for each '''Account Type''' where that rep had emails, calls, recorded calls, appointments, or tasks.
# Column headers may repeat every few reps to keep the wide table readable while scrolling.

At the bottom (when there is data):

* An '''All''' row with company totals for the same columns (and account-type breakdowns in the totals section).

Empty state: '''No rep activities found'''

=== Default date range ===

If you have not set dates yet, CallProof typically uses:

* '''Start:''' yesterday
* '''End:''' today

== Why Rep Activities matters ==

{| class="wikitable"
! Action
! Purpose
! When to use it
|-
| '''Filter by dates'''
| Focus on a week, month, or campaign period.
| Weekly reviews, coaching, contests.
|-
| '''Compare Calls / Tasks / Appts'''
| See who is dialing vs following up vs meeting.
| Pipeline health checks.
|-
| '''Account Type rows'''
| See which account types drive each rep’s work.
| Territory or segment analysis.
|-
| '''All row'''
| Company-wide totals for the same period.
| Leadership summaries.
|}

= Filter Rep Activities =

[[File:RepActivitiesFilter.png|350px|thumb|right|Rep Activities Filter]]

'''Filter panel title:''' Rep Activities Filter

=== Steps ===

# Click the '''Filter''' button.
# Set:

{| class="wikitable"
! Field
! Notes
|-
| '''Start Date'''
| Beginning of the range
|-
| '''End Date'''
| End of the range
|-
| '''Call Type'''
| '''Both''' · '''Incoming''' · '''Outgoing'''
|}

# Click Search / Apply on the filter panel.
# The page reloads with updated results.
# Click '''Clear''' to reset the filter form and refresh.

=== Good to know ===

* After you apply filters, CallProof saves them for this report and reloads <code>/stats/activities/</code>.
* Call Type is most relevant for recorded-call focused views; use '''Both''' unless you need incoming- or outgoing-only.

<div style="clear:both;"></div>

= Read a rep’s activity =

[[File:RepActivitiesRows.png|350px|thumb|right|Rep summary and account-type rows]]

=== Steps ===

# Find the rep’s photo and name.
# Read the first data row as their '''overall''' totals for Emails, Calls (+ duration), Tasks (+ duration), Appts (+ duration), and RecCalls (+ duration) when shown.
# Read the following rows for that rep to see the same metrics split by '''Account Type'''.
# Scroll horizontally if needed — this is a wide stats table.
# Check the '''All''' row at the bottom for company totals.

=== Durations ===

* Duration columns show total time in a readable time format (not just a raw count).
* Compare count vs duration (for example many short calls vs fewer long calls).

<div style="clear:both;"></div>

= Typical workflow =

# Open <code>/stats/activities/</code>.
# Filter to last week (or your review period).
# Leave Call Type as '''Both''' unless you need a direction filter.
# Scan each rep’s summary row, then account-type breakdowns.
# Use the '''All''' row for the team total.
# Follow up in Call History, Tasks, or Appointments for details behind the numbers.

----

= Tips and important notes =

* On-screen title is '''Rep Activities'''; the browser tab may say '''Stats Dash'''.
* Only reps with activity in the selected dates appear — quiet reps are omitted.
* Account Type breakdown rows appear only for types that had activity for that rep.
* '''RecCalls''' / recorded-call duration appear when your company uses Twilio.
* Some companies may see a simplified table focused on recorded calls (Sales Rep · RecCalls · Duration) instead of the full activity grid.
* Header rows can repeat periodically to help you stay oriented while scrolling a long list.
* This screen is a summary; it does not open individual call/email/task records by itself.

== Need help? ==

* No rep activities found: widen the date range or confirm activity was logged in CallProof
* Missing RecCalls columns: your company may not have Twilio recorded-call stats enabled
* Numbers look wrong: confirm Start/End dates and Call Type, then Clear and re-apply
* Need day-by-day detail: try Daily Productivity (<code>/stats/productivity/daily/</code>)
* Need points/scoring: try Daily Points (<code>/stats/points/daily/</code>)
* Other issues: email [mailto:support@callproof.com support@callproof.com]

Employee Activities(New Web)

2026-07-31T11:54:57Z

Ashley DeBon: /* Good to know */

Path: [[Callproof Support]] - [[New Website]] - [[Rep Activities]]

= Rep Activities =

'''Screen purpose:''' See how much activity each sales rep logged in a date range — emails, calls, tasks, appointments, and (when Twilio is on) recorded calls — with optional breakdown by account type.
[[File:RepActivities.png|350px|thumb|Rep Activities]]

* Compare reps side by side for a date range
* See counts and durations for key activity types
* Break activity down by Account Type under each rep
* View company totals on an '''All''' row
* Filter by start/end date and call type

'''Screen title:''' Rep Activities

<div style="clear:both;"></div>

== How this differs from related stats screens ==

{| class="wikitable"
! Screen
! Address
! What it is
|-
| '''Rep Activities''' (this page)
| <code>/stats/activities/</code>
| Activity counts/durations per rep (and by account type)
|-
| '''Daily Points''' (or similar)
| <code>/stats/points/daily/</code>
| Points / scoring over time
|-
| '''Daily Productivity'''
| <code>/stats/productivity/daily/</code>
| Day-by-day productivity stats
|}

== How to open Rep Activities ==

=== Option A — Direct address ===

# Sign in to CallProof.
# Go to your CallProof site and add <code>/stats/activities/</code>.
# Press '''Enter'''.

=== Option B — Menu (when available) ===

# Open '''Rep Activities''' / '''Stats''' / '''Activities''' from the CallProof menu if your company shows it.

== Permissions ==

* You must be '''signed in'''.
* The report covers reps in '''your company'''.
* Only reps with activity in the selected date range appear in the list.

== What you see (standard layout) ==

=== Header ===

* '''Rep Activities''' title
* '''Filter''' button (Rep Activities Filter)

=== Table columns ===

{| class="wikitable"
! Column
! What it shows
|-
| (photo)
| Rep profile image
|-
| '''Sales Rep'''
| Rep name
|-
| '''Account Type'''
| Blank on the rep’s total row; account type name on breakdown rows
|-
| '''Emails'''
| Email count in the date range
|-
| '''Calls'''
| Call count
|-
| '''Duration''' (after Calls)
| Total call time
|-
| '''Tasks'''
| Task / follow-up count
|-
| '''Duration''' (after Tasks)
| Task-related duration
|-
| '''Appts'''
| Appointment count
|-
| '''Duration''' (after Appts)
| Appointment duration
|-
| '''RecCalls'''
| Recorded-call count (shown when Twilio is enabled for your company)
|-
| '''Duration''' (after RecCalls)
| Recorded-call duration (Twilio companies)
|}

=== How rows are organized ===

For each rep who had activity in the range:

# A '''summary row''' (photo + name) with totals across all account types.
# Extra rows for each '''Account Type''' where that rep had emails, calls, recorded calls, appointments, or tasks.
# Column headers may repeat every few reps to keep the wide table readable while scrolling.

At the bottom (when there is data):

* An '''All''' row with company totals for the same columns (and account-type breakdowns in the totals section).

Empty state: '''No rep activities found'''

=== Default date range ===

If you have not set dates yet, CallProof typically uses:

* '''Start:''' yesterday
* '''End:''' today

== Why Rep Activities matters ==

{| class="wikitable"
! Action
! Purpose
! When to use it
|-
| '''Filter by dates'''
| Focus on a week, month, or campaign period.
| Weekly reviews, coaching, contests.
|-
| '''Compare Calls / Tasks / Appts'''
| See who is dialing vs following up vs meeting.
| Pipeline health checks.
|-
| '''Account Type rows'''
| See which account types drive each rep’s work.
| Territory or segment analysis.
|-
| '''All row'''
| Company-wide totals for the same period.
| Leadership summaries.
|}

= Filter Rep Activities =

[[File:RepActivitiesFilter.png|350px|thumb|right|Rep Activities Filter]]

'''Filter panel title:''' Rep Activities Filter

=== Steps ===

# Click the '''Filter''' button.
# Set:

{| class="wikitable"
! Field
! Notes
|-
| '''Start Date'''
| Beginning of the range
|-
| '''End Date'''
| End of the range
|-
| '''Call Type'''
| '''Both''' · '''Incoming''' · '''Outgoing'''
|}

# Click Search / Apply on the filter panel.
# The page reloads with updated results.
# Click '''Clear''' to reset the filter form and refresh.

=== Good to know ===

* After you apply filters, CallProof saves them for this report and reloads <code>/stats/activities/</code>.
* Call Type is most relevant for recorded-call focused views; use '''Both''' unless you need incoming- or outgoing-only.

<div style="clear:both;"></div>

= Read a rep’s activity =

[[File:RepActivitiesRows.png|350px|thumb|right|Rep summary and account-type rows]]

=== Steps ===

# Find the rep’s photo and name.
# Read the first data row as their '''overall''' totals for Emails, Calls (+ duration), Tasks (+ duration), Appts (+ duration), and RecCalls (+ duration) when shown.
# Read the following rows for that rep to see the same metrics split by '''Account Type'''.
# Scroll horizontally if needed — this is a wide stats table.
# Check the '''All''' row at the bottom for company totals.

=== Durations ===

* Duration columns show total time in a readable time format (not just a raw count).
* Compare count vs duration (for example many short calls vs fewer long calls).

<div style="clear:both;"></div>

----

= Typical workflow =

# Open <code>/stats/activities/</code>.
# Filter to last week (or your review period).
# Leave Call Type as '''Both''' unless you need a direction filter.
# Scan each rep’s summary row, then account-type breakdowns.
# Use the '''All''' row for the team total.
# Follow up in Call History, Tasks, or Appointments for details behind the numbers.

----

= Tips and important notes =

* On-screen title is '''Rep Activities'''; the browser tab may say '''Stats Dash'''.
* Only reps with activity in the selected dates appear — quiet reps are omitted.
* Account Type breakdown rows appear only for types that had activity for that rep.
* '''RecCalls''' / recorded-call duration appear when your company uses Twilio.
* Some companies may see a simplified table focused on recorded calls (Sales Rep · RecCalls · Duration) instead of the full activity grid.
* Header rows can repeat periodically to help you stay oriented while scrolling a long list.
* This screen is a summary; it does not open individual call/email/task records by itself.

== Need help? ==

* No rep activities found: widen the date range or confirm activity was logged in CallProof
* Missing RecCalls columns: your company may not have Twilio recorded-call stats enabled
* Numbers look wrong: confirm Start/End dates and Call Type, then Clear and re-apply
* Need day-by-day detail: try Daily Productivity (<code>/stats/productivity/daily/</code>)
* Need points/scoring: try Daily Points (<code>/stats/points/daily/</code>)
* Other issues: email [mailto:support@callproof.com support@callproof.com]

Employee Activities(New Web)

2026-07-31T11:54:45Z

Ashley DeBon: /* Why Rep Activities matters */

Path: [[Callproof Support]] - [[New Website]] - [[Rep Activities]]

= Rep Activities =

'''Screen purpose:''' See how much activity each sales rep logged in a date range — emails, calls, tasks, appointments, and (when Twilio is on) recorded calls — with optional breakdown by account type.
[[File:RepActivities.png|350px|thumb|Rep Activities]]

* Compare reps side by side for a date range
* See counts and durations for key activity types
* Break activity down by Account Type under each rep
* View company totals on an '''All''' row
* Filter by start/end date and call type

'''Screen title:''' Rep Activities

<div style="clear:both;"></div>

== How this differs from related stats screens ==

{| class="wikitable"
! Screen
! Address
! What it is
|-
| '''Rep Activities''' (this page)
| <code>/stats/activities/</code>
| Activity counts/durations per rep (and by account type)
|-
| '''Daily Points''' (or similar)
| <code>/stats/points/daily/</code>
| Points / scoring over time
|-
| '''Daily Productivity'''
| <code>/stats/productivity/daily/</code>
| Day-by-day productivity stats
|}

== How to open Rep Activities ==

=== Option A — Direct address ===

# Sign in to CallProof.
# Go to your CallProof site and add <code>/stats/activities/</code>.
# Press '''Enter'''.

=== Option B — Menu (when available) ===

# Open '''Rep Activities''' / '''Stats''' / '''Activities''' from the CallProof menu if your company shows it.

== Permissions ==

* You must be '''signed in'''.
* The report covers reps in '''your company'''.
* Only reps with activity in the selected date range appear in the list.

== What you see (standard layout) ==

=== Header ===

* '''Rep Activities''' title
* '''Filter''' button (Rep Activities Filter)

=== Table columns ===

{| class="wikitable"
! Column
! What it shows
|-
| (photo)
| Rep profile image
|-
| '''Sales Rep'''
| Rep name
|-
| '''Account Type'''
| Blank on the rep’s total row; account type name on breakdown rows
|-
| '''Emails'''
| Email count in the date range
|-
| '''Calls'''
| Call count
|-
| '''Duration''' (after Calls)
| Total call time
|-
| '''Tasks'''
| Task / follow-up count
|-
| '''Duration''' (after Tasks)
| Task-related duration
|-
| '''Appts'''
| Appointment count
|-
| '''Duration''' (after Appts)
| Appointment duration
|-
| '''RecCalls'''
| Recorded-call count (shown when Twilio is enabled for your company)
|-
| '''Duration''' (after RecCalls)
| Recorded-call duration (Twilio companies)
|}

=== How rows are organized ===

For each rep who had activity in the range:

# A '''summary row''' (photo + name) with totals across all account types.
# Extra rows for each '''Account Type''' where that rep had emails, calls, recorded calls, appointments, or tasks.
# Column headers may repeat every few reps to keep the wide table readable while scrolling.

At the bottom (when there is data):

* An '''All''' row with company totals for the same columns (and account-type breakdowns in the totals section).

Empty state: '''No rep activities found'''

=== Default date range ===

If you have not set dates yet, CallProof typically uses:

* '''Start:''' yesterday
* '''End:''' today

== Why Rep Activities matters ==

{| class="wikitable"
! Action
! Purpose
! When to use it
|-
| '''Filter by dates'''
| Focus on a week, month, or campaign period.
| Weekly reviews, coaching, contests.
|-
| '''Compare Calls / Tasks / Appts'''
| See who is dialing vs following up vs meeting.
| Pipeline health checks.
|-
| '''Account Type rows'''
| See which account types drive each rep’s work.
| Territory or segment analysis.
|-
| '''All row'''
| Company-wide totals for the same period.
| Leadership summaries.
|}

= Filter Rep Activities =

[[File:RepActivitiesFilter.png|350px|thumb|right|Rep Activities Filter]]

'''Filter panel title:''' Rep Activities Filter

=== Steps ===

# Click the '''Filter''' button.
# Set:

{| class="wikitable"
! Field
! Notes
|-
| '''Start Date'''
| Beginning of the range
|-
| '''End Date'''
| End of the range
|-
| '''Call Type'''
| '''Both''' · '''Incoming''' · '''Outgoing'''
|}

# Click Search / Apply on the filter panel.
# The page reloads with updated results.
# Click '''Clear''' to reset the filter form and refresh.

=== Good to know ===

* After you apply filters, CallProof saves them for this report and reloads <code>/stats/activities/</code>.
* Call Type is most relevant for recorded-call focused views; use '''Both''' unless you need incoming- or outgoing-only.

<div style="clear:both;"></div>

----

= Read a rep’s activity =

[[File:RepActivitiesRows.png|350px|thumb|right|Rep summary and account-type rows]]

=== Steps ===

# Find the rep’s photo and name.
# Read the first data row as their '''overall''' totals for Emails, Calls (+ duration), Tasks (+ duration), Appts (+ duration), and RecCalls (+ duration) when shown.
# Read the following rows for that rep to see the same metrics split by '''Account Type'''.
# Scroll horizontally if needed — this is a wide stats table.
# Check the '''All''' row at the bottom for company totals.

=== Durations ===

* Duration columns show total time in a readable time format (not just a raw count).
* Compare count vs duration (for example many short calls vs fewer long calls).

<div style="clear:both;"></div>

----

= Typical workflow =

# Open <code>/stats/activities/</code>.
# Filter to last week (or your review period).
# Leave Call Type as '''Both''' unless you need a direction filter.
# Scan each rep’s summary row, then account-type breakdowns.
# Use the '''All''' row for the team total.
# Follow up in Call History, Tasks, or Appointments for details behind the numbers.

----

= Tips and important notes =

* On-screen title is '''Rep Activities'''; the browser tab may say '''Stats Dash'''.
* Only reps with activity in the selected dates appear — quiet reps are omitted.
* Account Type breakdown rows appear only for types that had activity for that rep.
* '''RecCalls''' / recorded-call duration appear when your company uses Twilio.
* Some companies may see a simplified table focused on recorded calls (Sales Rep · RecCalls · Duration) instead of the full activity grid.
* Header rows can repeat periodically to help you stay oriented while scrolling a long list.
* This screen is a summary; it does not open individual call/email/task records by itself.

== Need help? ==

* No rep activities found: widen the date range or confirm activity was logged in CallProof
* Missing RecCalls columns: your company may not have Twilio recorded-call stats enabled
* Numbers look wrong: confirm Start/End dates and Call Type, then Clear and re-apply
* Need day-by-day detail: try Daily Productivity (<code>/stats/productivity/daily/</code>)
* Need points/scoring: try Daily Points (<code>/stats/points/daily/</code>)
* Other issues: email [mailto:support@callproof.com support@callproof.com]

Employee Activities(New Web)

2026-07-31T11:54:18Z

Ashley DeBon: Created page with "Path: Callproof Support - New Website - Rep Activities = Rep Activities = '''Screen purpose:''' See how much activity each sales rep logged in a date range — e..."

Path: [[Callproof Support]] - [[New Website]] - [[Rep Activities]]

= Rep Activities =

'''Screen purpose:''' See how much activity each sales rep logged in a date range — emails, calls, tasks, appointments, and (when Twilio is on) recorded calls — with optional breakdown by account type.
[[File:RepActivities.png|350px|thumb|Rep Activities]]

* Compare reps side by side for a date range
* See counts and durations for key activity types
* Break activity down by Account Type under each rep
* View company totals on an '''All''' row
* Filter by start/end date and call type

'''Screen title:''' Rep Activities

<div style="clear:both;"></div>

== How this differs from related stats screens ==

{| class="wikitable"
! Screen
! Address
! What it is
|-
| '''Rep Activities''' (this page)
| <code>/stats/activities/</code>
| Activity counts/durations per rep (and by account type)
|-
| '''Daily Points''' (or similar)
| <code>/stats/points/daily/</code>
| Points / scoring over time
|-
| '''Daily Productivity'''
| <code>/stats/productivity/daily/</code>
| Day-by-day productivity stats
|}

== How to open Rep Activities ==

=== Option A — Direct address ===

# Sign in to CallProof.
# Go to your CallProof site and add <code>/stats/activities/</code>.
# Press '''Enter'''.

=== Option B — Menu (when available) ===

# Open '''Rep Activities''' / '''Stats''' / '''Activities''' from the CallProof menu if your company shows it.

== Permissions ==

* You must be '''signed in'''.
* The report covers reps in '''your company'''.
* Only reps with activity in the selected date range appear in the list.

== What you see (standard layout) ==

=== Header ===

* '''Rep Activities''' title
* '''Filter''' button (Rep Activities Filter)

=== Table columns ===

{| class="wikitable"
! Column
! What it shows
|-
| (photo)
| Rep profile image
|-
| '''Sales Rep'''
| Rep name
|-
| '''Account Type'''
| Blank on the rep’s total row; account type name on breakdown rows
|-
| '''Emails'''
| Email count in the date range
|-
| '''Calls'''
| Call count
|-
| '''Duration''' (after Calls)
| Total call time
|-
| '''Tasks'''
| Task / follow-up count
|-
| '''Duration''' (after Tasks)
| Task-related duration
|-
| '''Appts'''
| Appointment count
|-
| '''Duration''' (after Appts)
| Appointment duration
|-
| '''RecCalls'''
| Recorded-call count (shown when Twilio is enabled for your company)
|-
| '''Duration''' (after RecCalls)
| Recorded-call duration (Twilio companies)
|}

=== How rows are organized ===

For each rep who had activity in the range:

# A '''summary row''' (photo + name) with totals across all account types.
# Extra rows for each '''Account Type''' where that rep had emails, calls, recorded calls, appointments, or tasks.
# Column headers may repeat every few reps to keep the wide table readable while scrolling.

At the bottom (when there is data):

* An '''All''' row with company totals for the same columns (and account-type breakdowns in the totals section).

Empty state: '''No rep activities found'''

=== Default date range ===

If you have not set dates yet, CallProof typically uses:

* '''Start:''' yesterday
* '''End:''' today

== Why Rep Activities matters ==

{| class="wikitable"
! Action
! Purpose
! When to use it
|-
| '''Filter by dates'''
| Focus on a week, month, or campaign period.
| Weekly reviews, coaching, contests.
|-
| '''Compare Calls / Tasks / Appts'''
| See who is dialing vs following up vs meeting.
| Pipeline health checks.
|-
| '''Account Type rows'''
| See which account types drive each rep’s work.
| Territory or segment analysis.
|-
| '''All row'''
| Company-wide totals for the same period.
| Leadership summaries.
|}

----

= Filter Rep Activities =

[[File:RepActivitiesFilter.png|350px|thumb|right|Rep Activities Filter]]

'''Filter panel title:''' Rep Activities Filter

=== Steps ===

# Click the '''Filter''' button.
# Set:

{| class="wikitable"
! Field
! Notes
|-
| '''Start Date'''
| Beginning of the range
|-
| '''End Date'''
| End of the range
|-
| '''Call Type'''
| '''Both''' · '''Incoming''' · '''Outgoing'''
|}

# Click Search / Apply on the filter panel.
# The page reloads with updated results.
# Click '''Clear''' to reset the filter form and refresh.

=== Good to know ===

* After you apply filters, CallProof saves them for this report and reloads <code>/stats/activities/</code>.
* Call Type is most relevant for recorded-call focused views; use '''Both''' unless you need incoming- or outgoing-only.

<div style="clear:both;"></div>

----

= Read a rep’s activity =

[[File:RepActivitiesRows.png|350px|thumb|right|Rep summary and account-type rows]]

=== Steps ===

# Find the rep’s photo and name.
# Read the first data row as their '''overall''' totals for Emails, Calls (+ duration), Tasks (+ duration), Appts (+ duration), and RecCalls (+ duration) when shown.
# Read the following rows for that rep to see the same metrics split by '''Account Type'''.
# Scroll horizontally if needed — this is a wide stats table.
# Check the '''All''' row at the bottom for company totals.

=== Durations ===

* Duration columns show total time in a readable time format (not just a raw count).
* Compare count vs duration (for example many short calls vs fewer long calls).

<div style="clear:both;"></div>

----

= Typical workflow =

# Open <code>/stats/activities/</code>.
# Filter to last week (or your review period).
# Leave Call Type as '''Both''' unless you need a direction filter.
# Scan each rep’s summary row, then account-type breakdowns.
# Use the '''All''' row for the team total.
# Follow up in Call History, Tasks, or Appointments for details behind the numbers.

----

= Tips and important notes =

* On-screen title is '''Rep Activities'''; the browser tab may say '''Stats Dash'''.
* Only reps with activity in the selected dates appear — quiet reps are omitted.
* Account Type breakdown rows appear only for types that had activity for that rep.
* '''RecCalls''' / recorded-call duration appear when your company uses Twilio.
* Some companies may see a simplified table focused on recorded calls (Sales Rep · RecCalls · Duration) instead of the full activity grid.
* Header rows can repeat periodically to help you stay oriented while scrolling a long list.
* This screen is a summary; it does not open individual call/email/task records by itself.

== Need help? ==

* No rep activities found: widen the date range or confirm activity was logged in CallProof
* Missing RecCalls columns: your company may not have Twilio recorded-call stats enabled
* Numbers look wrong: confirm Start/End dates and Call Type, then Clear and re-apply
* Need day-by-day detail: try Daily Productivity (<code>/stats/productivity/daily/</code>)
* Need points/scoring: try Daily Points (<code>/stats/points/daily/</code>)
* Other issues: email [mailto:support@callproof.com support@callproof.com]

Report Menu

2026-07-31T11:51:47Z

Ashley DeBon: /* Employee Activities(New Web) */

Path: [[Callproof Support]] - [[New Website]] - [[Report Menu]]

== [[Employee Activities(New Web)]] ==

Rep Activities (New Web) Purpose Per-rep activity matrix for a date range. Shows emails, calls, tasks, appointments, and optional recorded calls, broken down by Account Type, with company totals. Access Login required. Not manager-only. Menu visibility can still be limited by company menu settings. What it does Lists reps who had activity in the selected date range. Shows a summary row per rep, plus rows by Account Type. Includes an All totals block for the company. Default date range is often yesterday through today. If the company has Twilio, recorded-call columns can appear. Key columns Sales Rep Account Type Emails Calls and Duration Tasks and Duration Appointments and Duration RecCalls and Duration when Twilio is enabled

[[File:df.png|350px|thumb|Events]]

More Info: [[Employee Activities(New Web)]]

== [[Events (New Web)]] ==

Lists company activity events in a filterable timeline (calls, check-ins, and other event types from the event feed). Supports search and CSV export. Login required. Managers and market managers can filter by users and markets. Users with Just My Events see a limited user filter. Example: Manager reviews yesterday’s check-ins and calls by rep and market. Key filters: event type, max results, markets, users, include inactive users. Related: feeds Custom and Manual report event sections; exports can appear in My Exports.

More Info: [[Events (New Web)]]

[[File:NewEvents.png|350px|thumb|Events]]

<div style="clear:both;"></div>

== [[Activity]] ==
Activity. Page title: Daily Productivity Stats. Shows daily productivity charts over a date range, typically appointment and related activity counts by day, optionally for a selected rep. Login required. Example: Compare a rep’s appointment volume day by day over a week. Key filters: rep, start date, end date. Important: Do not confuse with What Happened Yesterday at /stats/activities/, which is a different Rep Activities view.

More Info: [[Activity]]

[[File:DailyProductivityStats.png|350px|thumb|Daily Productivity Stats]]

<div style="clear:both;"></div>

== [[Appointments (New Web)]] ==
Appointments & Visits. Page title: Appointments. Operational list of calendar appointments and visits. Columns commonly include rep, date, event form, follow-up, type, notes, and account. Supports export and scheduled exports. Login required. User and type filters are mainly for managers and market managers. Example: Plan today’s visits and export a weekly appointment CSV. Key filters: start/end date, sort, users, inactive users, appointment type. Related: links with Task & Follow-Ups; scheduled exports land in My Exports; Custom Reports can include past appointments or next-week schedule options.

More Info: [[Appointments (New Web)]]

[[File:Appointments.png|350px|thumb|Appointments]]
<div style="clear:both;"></div>

== [[Tasks (New Web)]] ==

Task & Follow-Ups. Page title: Tasks. Task and follow-up list with types, priorities, and stages. Users can complete and reassign tasks. There is also a task board at /followups/funnel/. Supports export and scheduled exports. Managing task types and stages is manager-oriented. Example: Rep works today’s open follow-ups; manager exports overdue tasks. Key filters: date range, users, task types, priority, sort. Related: Appointments may show follow-up links; task notes can appear in Notes; exports go to My Exports.

More Info: [[Tasks (New Web)]]
[[File:Tasks.png|350px|thumb|Tasks]]

<div style="clear:both;"></div>

== [[Exports (New Web)]] ==

My Exports. Page heading: Exports. Hub for finished and in-progress background exports from across the app, such as contacts, notes, appointments, follow-ups, events, and manager reports. Per-user detail is available under the user export list. Login required. Managers may see market-scoped users; reps typically see their own exports. Example: Download the CSV after a Notes or Appointments export finishes. Key options: search exports on the list page. Related: destination for Export and Schedule actions from most Reports items.

More Info: [[Exports (New Web)]]

[[File:Exports.png|350px|thumb|Exports]]
<div style="clear:both;"></div>

== [[ Notes (New Web) ]] ==

Notes. Page title: Notes Report. Searchable report over contact notes showing rep, account, notes text, date, and source. Supports export. Login required. Sales-rep filters are for managers and market managers. Example: Find all notes mentioning pricing last month in a market. Key filters: start/end date, keyword, markets, order, limit, active/inactive sales reps. Related: includes notes from tasks and other sources where recorded; export goes to My Exports.
[[File:NotesReport.png|350px|thumb|Notes Report]]

More Info: [[Notes (New Web)]]
<div style="clear:both;"></div>

== [[Images (New Web) ]] ==

Images. Company-wide report of photos attached to accounts and contacts. Browse thumbnails, see how each image was added, open the related account, and delete images you uploaded. Access Login required. Company-scoped. Not manager-only. Managers and market managers can filter by user. Delete is limited to the uploader of that image. What it does Lists ContactImage records across the company. Shows thumbnail, contact or company name, uploader, source type, and upload date. Links to the account edit Images tab. Lets you delete your own uploads. Does not upload images on this page. Upload happens on the account Images tab, Event Forms, custom fields, or Business Cards.

More Info: [[Images (New Web)]]

[[File:ImagesReport.png|350px|thumb|Images Report]]
<div style="clear:both;"></div>

== [[Custom Reports (New web)]] ==
Scheduled weekly or monthly configurable company reports. Can include events, recorded calls, event-form fields and aggregations, markets, rep assignments, next-week follow-ups, past appointments, and email recipients. These are the non-manual scheduled reports. Login required. Company-scoped. Archive toggle and name sorting are available. Example: Weekly emailed rollup of selected event types and form metrics to managers. Key options: schedule and days, events to include, recorded calls, event forms, by market, rep assigns, next-week follow-ups, past appointments, recipients. Related: same report system as Manual Reports, but on a recurring schedule; output often via email or export pipeline into My Exports.

More Info: [[Custom Reports (New web)]]

[[File:CustomReports.png|350px|thumb|Custom Reports]]
<div style="clear:both;"></div>

== [[Manual Reports (New web)]] ==

Same report builder as Custom Reports, but for one-off runs with an explicit start and end date instead of a weekly or monthly schedule. Login required. Example: Run a Q3 report for a fixed date range without changing a weekly schedule. Key options: required start and end dates, plus the same event, call, event-form, market, and rep options as Custom Reports. Related: shares models and UI with Custom Reports; some breadcrumbs may say Custom Reports while pointing at the manual report path.

More Info: [[Manual Reports (New web)]]

[[File:ManualReports.png|350px|thumb|Manual Reports]]
<div style="clear:both;"></div>

== [[Ranking (New web)]] ==

Current Rankings. Gamification leaderboard by rank group and period type such as day or week. Shows points, position, and trend. Managers can see all rank groups; reps see groups they belong to. Related group and graph screens exist under /rank/groups/ and /rank/graph/. Example: View weekly contest standings and trends for a sales group. Key filters: rank group, rank type. Related: points, badges, and event points. Not the same as the dashboard Funnel leaderboard at /funnel/leaderboard/.

More Info: [[Ranking (New web)]]

<div style="float:right; margin:0 0 1em 1em;">

{| style="border:0;"
| [[File:CurrentRankings.png|350px|thumb|Current Ranking]]
| [[File:RankingGroups.png|350px|thumb|right|Ranking Group]]
|}

</div><div style="clear:both;"></div>

Report Menu

2026-07-31T11:51:24Z

Ashley DeBon: /* Employee Activities(New Web) */

Path: [[Callproof Support]] - [[New Website]] - [[Report Menu]]

== [[Employee Activities(New Web)]] ==

Rep Activities (New Web) Purpose Per-rep activity matrix for a date range. Shows emails, calls, tasks, appointments, and optional recorded calls, broken down by Account Type, with company totals. Access Login required. Not manager-only. Menu visibility can still be limited by company menu settings. What it does Lists reps who had activity in the selected date range. Shows a summary row per rep, plus rows by Account Type. Includes an All totals block for the company. Default date range is often yesterday through today. If the company has Twilio, recorded-call columns can appear. Key columns Sales Rep Account Type Emails Calls and Duration Tasks and Duration Appointments and Duration RecCalls and Duration when Twilio is enabled

More Info: [[Employee Activities(New Web)]]

== [[Events (New Web)]] ==

Lists company activity events in a filterable timeline (calls, check-ins, and other event types from the event feed). Supports search and CSV export. Login required. Managers and market managers can filter by users and markets. Users with Just My Events see a limited user filter. Example: Manager reviews yesterday’s check-ins and calls by rep and market. Key filters: event type, max results, markets, users, include inactive users. Related: feeds Custom and Manual report event sections; exports can appear in My Exports.

More Info: [[Events (New Web)]]

[[File:NewEvents.png|350px|thumb|Events]]

<div style="clear:both;"></div>

== [[Activity]] ==
Activity. Page title: Daily Productivity Stats. Shows daily productivity charts over a date range, typically appointment and related activity counts by day, optionally for a selected rep. Login required. Example: Compare a rep’s appointment volume day by day over a week. Key filters: rep, start date, end date. Important: Do not confuse with What Happened Yesterday at /stats/activities/, which is a different Rep Activities view.

More Info: [[Activity]]

[[File:DailyProductivityStats.png|350px|thumb|Daily Productivity Stats]]

<div style="clear:both;"></div>

== [[Appointments (New Web)]] ==
Appointments & Visits. Page title: Appointments. Operational list of calendar appointments and visits. Columns commonly include rep, date, event form, follow-up, type, notes, and account. Supports export and scheduled exports. Login required. User and type filters are mainly for managers and market managers. Example: Plan today’s visits and export a weekly appointment CSV. Key filters: start/end date, sort, users, inactive users, appointment type. Related: links with Task & Follow-Ups; scheduled exports land in My Exports; Custom Reports can include past appointments or next-week schedule options.

More Info: [[Appointments (New Web)]]

[[File:Appointments.png|350px|thumb|Appointments]]
<div style="clear:both;"></div>

== [[Tasks (New Web)]] ==

Task & Follow-Ups. Page title: Tasks. Task and follow-up list with types, priorities, and stages. Users can complete and reassign tasks. There is also a task board at /followups/funnel/. Supports export and scheduled exports. Managing task types and stages is manager-oriented. Example: Rep works today’s open follow-ups; manager exports overdue tasks. Key filters: date range, users, task types, priority, sort. Related: Appointments may show follow-up links; task notes can appear in Notes; exports go to My Exports.

More Info: [[Tasks (New Web)]]
[[File:Tasks.png|350px|thumb|Tasks]]

<div style="clear:both;"></div>

== [[Exports (New Web)]] ==

My Exports. Page heading: Exports. Hub for finished and in-progress background exports from across the app, such as contacts, notes, appointments, follow-ups, events, and manager reports. Per-user detail is available under the user export list. Login required. Managers may see market-scoped users; reps typically see their own exports. Example: Download the CSV after a Notes or Appointments export finishes. Key options: search exports on the list page. Related: destination for Export and Schedule actions from most Reports items.

More Info: [[Exports (New Web)]]

[[File:Exports.png|350px|thumb|Exports]]
<div style="clear:both;"></div>

== [[ Notes (New Web) ]] ==

Notes. Page title: Notes Report. Searchable report over contact notes showing rep, account, notes text, date, and source. Supports export. Login required. Sales-rep filters are for managers and market managers. Example: Find all notes mentioning pricing last month in a market. Key filters: start/end date, keyword, markets, order, limit, active/inactive sales reps. Related: includes notes from tasks and other sources where recorded; export goes to My Exports.
[[File:NotesReport.png|350px|thumb|Notes Report]]

More Info: [[Notes (New Web)]]
<div style="clear:both;"></div>

== [[Images (New Web) ]] ==

Images. Company-wide report of photos attached to accounts and contacts. Browse thumbnails, see how each image was added, open the related account, and delete images you uploaded. Access Login required. Company-scoped. Not manager-only. Managers and market managers can filter by user. Delete is limited to the uploader of that image. What it does Lists ContactImage records across the company. Shows thumbnail, contact or company name, uploader, source type, and upload date. Links to the account edit Images tab. Lets you delete your own uploads. Does not upload images on this page. Upload happens on the account Images tab, Event Forms, custom fields, or Business Cards.

More Info: [[Images (New Web)]]

[[File:ImagesReport.png|350px|thumb|Images Report]]
<div style="clear:both;"></div>

== [[Custom Reports (New web)]] ==
Scheduled weekly or monthly configurable company reports. Can include events, recorded calls, event-form fields and aggregations, markets, rep assignments, next-week follow-ups, past appointments, and email recipients. These are the non-manual scheduled reports. Login required. Company-scoped. Archive toggle and name sorting are available. Example: Weekly emailed rollup of selected event types and form metrics to managers. Key options: schedule and days, events to include, recorded calls, event forms, by market, rep assigns, next-week follow-ups, past appointments, recipients. Related: same report system as Manual Reports, but on a recurring schedule; output often via email or export pipeline into My Exports.

More Info: [[Custom Reports (New web)]]

[[File:CustomReports.png|350px|thumb|Custom Reports]]
<div style="clear:both;"></div>

== [[Manual Reports (New web)]] ==

Same report builder as Custom Reports, but for one-off runs with an explicit start and end date instead of a weekly or monthly schedule. Login required. Example: Run a Q3 report for a fixed date range without changing a weekly schedule. Key options: required start and end dates, plus the same event, call, event-form, market, and rep options as Custom Reports. Related: shares models and UI with Custom Reports; some breadcrumbs may say Custom Reports while pointing at the manual report path.

More Info: [[Manual Reports (New web)]]

[[File:ManualReports.png|350px|thumb|Manual Reports]]
<div style="clear:both;"></div>

== [[Ranking (New web)]] ==

Current Rankings. Gamification leaderboard by rank group and period type such as day or week. Shows points, position, and trend. Managers can see all rank groups; reps see groups they belong to. Related group and graph screens exist under /rank/groups/ and /rank/graph/. Example: View weekly contest standings and trends for a sales group. Key filters: rank group, rank type. Related: points, badges, and event points. Not the same as the dashboard Funnel leaderboard at /funnel/leaderboard/.

More Info: [[Ranking (New web)]]

<div style="float:right; margin:0 0 1em 1em;">

{| style="border:0;"
| [[File:CurrentRankings.png|350px|thumb|Current Ranking]]
| [[File:RankingGroups.png|350px|thumb|right|Ranking Group]]
|}

</div><div style="clear:both;"></div>

Report Menu

2026-07-31T11:50:27Z

Ashley DeBon:

Path: [[Callproof Support]] - [[New Website]] - [[Report Menu]]

== [[Employee Activities(New Web)]] ==

More Info: [[Employee Activities(New Web)]]

== [[Events (New Web)]] ==

Lists company activity events in a filterable timeline (calls, check-ins, and other event types from the event feed). Supports search and CSV export. Login required. Managers and market managers can filter by users and markets. Users with Just My Events see a limited user filter. Example: Manager reviews yesterday’s check-ins and calls by rep and market. Key filters: event type, max results, markets, users, include inactive users. Related: feeds Custom and Manual report event sections; exports can appear in My Exports.

More Info: [[Events (New Web)]]

[[File:NewEvents.png|350px|thumb|Events]]

<div style="clear:both;"></div>

== [[Activity]] ==
Activity. Page title: Daily Productivity Stats. Shows daily productivity charts over a date range, typically appointment and related activity counts by day, optionally for a selected rep. Login required. Example: Compare a rep’s appointment volume day by day over a week. Key filters: rep, start date, end date. Important: Do not confuse with What Happened Yesterday at /stats/activities/, which is a different Rep Activities view.

More Info: [[Activity]]

[[File:DailyProductivityStats.png|350px|thumb|Daily Productivity Stats]]

<div style="clear:both;"></div>

== [[Appointments (New Web)]] ==
Appointments & Visits. Page title: Appointments. Operational list of calendar appointments and visits. Columns commonly include rep, date, event form, follow-up, type, notes, and account. Supports export and scheduled exports. Login required. User and type filters are mainly for managers and market managers. Example: Plan today’s visits and export a weekly appointment CSV. Key filters: start/end date, sort, users, inactive users, appointment type. Related: links with Task & Follow-Ups; scheduled exports land in My Exports; Custom Reports can include past appointments or next-week schedule options.

More Info: [[Appointments (New Web)]]

[[File:Appointments.png|350px|thumb|Appointments]]
<div style="clear:both;"></div>

== [[Tasks (New Web)]] ==

Task & Follow-Ups. Page title: Tasks. Task and follow-up list with types, priorities, and stages. Users can complete and reassign tasks. There is also a task board at /followups/funnel/. Supports export and scheduled exports. Managing task types and stages is manager-oriented. Example: Rep works today’s open follow-ups; manager exports overdue tasks. Key filters: date range, users, task types, priority, sort. Related: Appointments may show follow-up links; task notes can appear in Notes; exports go to My Exports.

More Info: [[Tasks (New Web)]]
[[File:Tasks.png|350px|thumb|Tasks]]

<div style="clear:both;"></div>

== [[Exports (New Web)]] ==

My Exports. Page heading: Exports. Hub for finished and in-progress background exports from across the app, such as contacts, notes, appointments, follow-ups, events, and manager reports. Per-user detail is available under the user export list. Login required. Managers may see market-scoped users; reps typically see their own exports. Example: Download the CSV after a Notes or Appointments export finishes. Key options: search exports on the list page. Related: destination for Export and Schedule actions from most Reports items.

More Info: [[Exports (New Web)]]

[[File:Exports.png|350px|thumb|Exports]]
<div style="clear:both;"></div>

== [[ Notes (New Web) ]] ==

Notes. Page title: Notes Report. Searchable report over contact notes showing rep, account, notes text, date, and source. Supports export. Login required. Sales-rep filters are for managers and market managers. Example: Find all notes mentioning pricing last month in a market. Key filters: start/end date, keyword, markets, order, limit, active/inactive sales reps. Related: includes notes from tasks and other sources where recorded; export goes to My Exports.
[[File:NotesReport.png|350px|thumb|Notes Report]]

More Info: [[Notes (New Web)]]
<div style="clear:both;"></div>

== [[Images (New Web) ]] ==

Images. Company-wide report of photos attached to accounts and contacts. Browse thumbnails, see how each image was added, open the related account, and delete images you uploaded. Access Login required. Company-scoped. Not manager-only. Managers and market managers can filter by user. Delete is limited to the uploader of that image. What it does Lists ContactImage records across the company. Shows thumbnail, contact or company name, uploader, source type, and upload date. Links to the account edit Images tab. Lets you delete your own uploads. Does not upload images on this page. Upload happens on the account Images tab, Event Forms, custom fields, or Business Cards.

More Info: [[Images (New Web)]]

[[File:ImagesReport.png|350px|thumb|Images Report]]
<div style="clear:both;"></div>

== [[Custom Reports (New web)]] ==
Scheduled weekly or monthly configurable company reports. Can include events, recorded calls, event-form fields and aggregations, markets, rep assignments, next-week follow-ups, past appointments, and email recipients. These are the non-manual scheduled reports. Login required. Company-scoped. Archive toggle and name sorting are available. Example: Weekly emailed rollup of selected event types and form metrics to managers. Key options: schedule and days, events to include, recorded calls, event forms, by market, rep assigns, next-week follow-ups, past appointments, recipients. Related: same report system as Manual Reports, but on a recurring schedule; output often via email or export pipeline into My Exports.

More Info: [[Custom Reports (New web)]]

[[File:CustomReports.png|350px|thumb|Custom Reports]]
<div style="clear:both;"></div>

== [[Manual Reports (New web)]] ==

Same report builder as Custom Reports, but for one-off runs with an explicit start and end date instead of a weekly or monthly schedule. Login required. Example: Run a Q3 report for a fixed date range without changing a weekly schedule. Key options: required start and end dates, plus the same event, call, event-form, market, and rep options as Custom Reports. Related: shares models and UI with Custom Reports; some breadcrumbs may say Custom Reports while pointing at the manual report path.

More Info: [[Manual Reports (New web)]]

[[File:ManualReports.png|350px|thumb|Manual Reports]]
<div style="clear:both;"></div>

== [[Ranking (New web)]] ==

Current Rankings. Gamification leaderboard by rank group and period type such as day or week. Shows points, position, and trend. Managers can see all rank groups; reps see groups they belong to. Related group and graph screens exist under /rank/groups/ and /rank/graph/. Example: View weekly contest standings and trends for a sales group. Key filters: rank group, rank type. Related: points, badges, and event points. Not the same as the dashboard Funnel leaderboard at /funnel/leaderboard/.

More Info: [[Ranking (New web)]]

<div style="float:right; margin:0 0 1em 1em;">

{| style="border:0;"
| [[File:CurrentRankings.png|350px|thumb|Current Ranking]]
| [[File:RankingGroups.png|350px|thumb|right|Ranking Group]]
|}

</div><div style="clear:both;"></div>

File:RepPhonesDelete.png

2026-07-31T11:43:37Z

Ashley DeBon:

UserPhones (New web)

2026-07-31T11:42:45Z

Ashley DeBon: /* Delete a phone */

Path: [[Callproof Support]] - [[New Website]] - [[Company Directory (New Web)]] - [[UserPhones (New web)]]

= Rep Phones =

'''Screen purpose:''' Manage a rep’s personal phone numbers used in CallProof — add, edit, or delete numbers, and see which ones are ready for Caller ID.
[[File:RepPhones.png|350px|thumb|Rep Phones]]

* View all phones for one rep
* Add a phone (type, number, extension, country)
* Edit an existing phone
* Delete a phone (managers)
* Check Caller ID status and open Caller ID setup when ready
* Set a default phone from Company Directory Edit (related)

'''Screen title:''' (breadcrumb) Company Directory » [Rep Name]
'''Browser title:''' Rep Phones
'''Button on page:''' Add Phone
'''Address:''' <code>/user_phones/<profile_id>/</code>

<div style="clear:both;"></div>

== How this differs from similar screens ==

{| class="wikitable"
! Screen
! Address
! What it is
|-
| '''Rep Phones''' (this page)
| <code>/user_phones/<id>/</code>
| Phones belonging to a '''rep / user'''
|-
| '''Account phones'''
| <code>/contact_phones/…</code>
| Phones on a '''customer account'''
|-
| '''Phone Numbers'''
| <code>/phone_numbers/</code>
| Company CallProof / Twilio numbers (purchase, forward, etc.)
|-
| '''Activate New Caller ID'''
| <code>/caller/callerid/new/</code>
| Verify outbound Caller ID for a rep phone
|}

== How to open Rep Phones ==

=== Option A — Company Directory list ===

# Sign in to CallProof.
# Open '''Company Directory''' (<code>/users/</code>).
# In the Phone Number column, click a listed phone link, '''or''' click '''Add Phone''' under that rep.
# Rep Phones opens for that person (often in a new tab from the phone link).

=== Option B — Company Directory Edit ===

# Open a user: Company Directory → Edit.
# Under phone / Twilio settings, click '''Add/Edit''' next to Default Phone.
# Address used: <code>/user_phones/<profile_id>/</code>.

=== Option C — Direct address ===

# Go to <code>/user_phones/<profile_id>/</code> for that rep’s profile ID.
# Press '''Enter'''.

== Permissions ==

* You must be '''signed in'''.
* You can only manage phones for reps in '''your company''' (wrong company → access blocked).
* '''Delete''' requires '''manager''' access.
* You cannot delete a phone that still has call history tied to it.

== What you see ==

=== Header ===

* Breadcrumb: '''Company Directory''' » '''[Rep name]''' (name links to that user’s edit page)
* '''Add Phone'''

=== Table columns ===

{| class="wikitable"
! Column
! What it shows
|-
| '''Number'''
| Formatted phone number and extension (if any)
|-
| '''Type'''
| Phone type (Home, Office, Cell, Fax, Other, Headquarters, etc.)
|-
| '''Updated'''
| Last updated date/time
|-
| '''Caller ID'''
| Green phone = Caller ID ready · Red phone = needs setup
|-
| '''Actions'''
| Edit · Delete
|}

Empty list: '''No phone number found'''

== Why Rep Phones matters ==

{| class="wikitable"
! Action
! Purpose
! When to use it
|-
| '''Add Phone'''
| Store the rep’s real numbers in CallProof.
| Onboarding or new mobile/office line.
|-
| '''Edit'''
| Fix type, number, extension, or country.
| Number change or typo.
|-
| '''Caller ID column'''
| See if the number can be used as verified outbound ID.
| Before making Twilio calls as that number.
|-
| '''Delete'''
| Remove an unused number.
| Rep left a line or duplicate entry.
|-
| '''Default Phone''' (on user edit)
| Choose which number CallProof uses by default (for example greeting recording).
| After adding phones.
|}

= Add a phone =

[[File:RepPhonesAdd.png|350px|thumb|right|Add Rep Phone]]

'''Popup title:''' Add Rep Phone
'''Address:''' <code>/user_phones/<profile_id>/new/</code>

=== Steps ===

# On Rep Phones, click '''Add Phone''' (or Add Phone from Company Directory).
# Fill in:

{| class="wikitable"
! Field
! Required?
! Notes
|-
| '''Phone Type'''
| Yes
| Office · Cell · Headquarters · Fax · Home · Other (options may vary)
|-
| '''Phone Number'''
| Yes
| Digits; typically 10-digit local number
|-
| '''Extension'''
| No
| Optional numeric extension
|-
| '''Country Code'''
| Yes
| Select country / dialing code
|}

# Click '''Save'''.
# Success: '''User phone added successfully'''.
# The list refreshes.

=== Validation ===

* Missing type / number / country shows required-field messages.
* Invalid number may show a form error under Phone Number.

<div style="clear:both;"></div>

= Edit a phone =

[[File:RepPhonesEdit.png|350px|thumb|right|Edit Rep Phone]]

'''Popup title:''' Edit Rep Phone

=== Steps ===

# Click the edit (pencil) icon on a row.
# Update Phone Type, Phone Number, Extension, and/or Country Code.
# Click '''Save'''.
# Success: '''User phone updated successfully'''.

<div style="clear:both;"></div>

= Caller ID status =

{| class="wikitable"
! Icon
! Meaning
! What to do
|-
| '''Green''' phone
| Caller ID is ready / verified for that number
| Click to open Caller ID details (<code>/caller/callerid/<phone_id>/</code>)
|-
| '''Red''' phone
| Caller ID is not set up yet
| Use '''Activate New Caller ID''' / Caller ID setup so CallProof can verify the number
|}

Tooltip examples:

* Ready: '''Caller ID Ready for [number]'''
* Not ready: '''Setup Caller ID for [number]'''

<div style="clear:both;"></div>

= Delete a phone =
[[File:RepPhonesDelete.png|350px|thumb|right|Delete Rep Phone]]

=== Steps ===

# Click the trash icon.
# Confirm delete when prompted.
# Success: '''Rep phone deleted successfully'''.

=== If delete fails ===

{| class="wikitable"
! Message / situation
! What it means
|-
| '''Can not delete phone number'''
| The phone is tied to call records — it cannot be removed
|-
| Not a manager
| Delete is blocked; ask a manager
|-
| '''Rep phone deleted failed''' / not found
| Phone already gone or could not be removed — refresh and retry
|}

=== Good to know ===

* If a company Twilio number was forwarding to this rep phone, CallProof clears that forward link when the phone is deleted.

= Related: Default Phone on Company Directory Edit =

# Open '''Company Directory''' → Edit the user.
# Find '''Default Phone'''.
# Choose one of the rep’s phones from the dropdown.
# Use '''Add/Edit''' if you need to add numbers first on Rep Phones.
# Save the user profile.

Default phone is used for features that need “this user’s phone” (for example some call/greeting flows).

= Typical workflow =

# Open Company Directory → open the rep’s phones (<code>/user_phones/<id>/</code>).
# '''Add Phone''' for cell and/or office.
# Set '''Default Phone''' on the user edit page.
# Verify Caller ID until the column shows green.
# Edit or delete numbers as the rep’s lines change.

= Tips and important notes =

* Browser title is '''Rep Phones'''; the page breadcrumb starts at '''Company Directory'''.
* These are '''rep''' phones, not customer account phones.
* Add/Edit share the same popup form (title switches between Add Rep Phone and Edit Rep Phone).
* Green Caller ID means the number is verified for outbound use; red means complete Caller ID activation.
* Managers delete phones; others can still add/edit depending on how your company uses Company Directory.
* Opening from Company Directory phone links may use a new browser tab.

== Need help? ==

* No phone number found: click Add Phone and enter type, number, and country
* Cannot open another company’s rep: you can only manage your company’s users
* Cannot delete: confirm you are a manager and the phone has no call history blocking it
* Caller ID stays red: complete Activate New Caller ID / verification for that number
* Wrong default for calls/greetings: set Default Phone on Company Directory Edit
* Other issues: email [mailto:support@callproof.com support@callproof.com]

UserPhones (New web)

2026-07-31T11:42:21Z

Ashley DeBon: /* Edit a phone */

Path: [[Callproof Support]] - [[New Website]] - [[Company Directory (New Web)]] - [[UserPhones (New web)]]

= Rep Phones =

'''Screen purpose:''' Manage a rep’s personal phone numbers used in CallProof — add, edit, or delete numbers, and see which ones are ready for Caller ID.
[[File:RepPhones.png|350px|thumb|Rep Phones]]

* View all phones for one rep
* Add a phone (type, number, extension, country)
* Edit an existing phone
* Delete a phone (managers)
* Check Caller ID status and open Caller ID setup when ready
* Set a default phone from Company Directory Edit (related)

'''Screen title:''' (breadcrumb) Company Directory » [Rep Name]
'''Browser title:''' Rep Phones
'''Button on page:''' Add Phone
'''Address:''' <code>/user_phones/<profile_id>/</code>

<div style="clear:both;"></div>

== How this differs from similar screens ==

{| class="wikitable"
! Screen
! Address
! What it is
|-
| '''Rep Phones''' (this page)
| <code>/user_phones/<id>/</code>
| Phones belonging to a '''rep / user'''
|-
| '''Account phones'''
| <code>/contact_phones/…</code>
| Phones on a '''customer account'''
|-
| '''Phone Numbers'''
| <code>/phone_numbers/</code>
| Company CallProof / Twilio numbers (purchase, forward, etc.)
|-
| '''Activate New Caller ID'''
| <code>/caller/callerid/new/</code>
| Verify outbound Caller ID for a rep phone
|}

== How to open Rep Phones ==

=== Option A — Company Directory list ===

# Sign in to CallProof.
# Open '''Company Directory''' (<code>/users/</code>).
# In the Phone Number column, click a listed phone link, '''or''' click '''Add Phone''' under that rep.
# Rep Phones opens for that person (often in a new tab from the phone link).

=== Option B — Company Directory Edit ===

# Open a user: Company Directory → Edit.
# Under phone / Twilio settings, click '''Add/Edit''' next to Default Phone.
# Address used: <code>/user_phones/<profile_id>/</code>.

=== Option C — Direct address ===

# Go to <code>/user_phones/<profile_id>/</code> for that rep’s profile ID.
# Press '''Enter'''.

== Permissions ==

* You must be '''signed in'''.
* You can only manage phones for reps in '''your company''' (wrong company → access blocked).
* '''Delete''' requires '''manager''' access.
* You cannot delete a phone that still has call history tied to it.

== What you see ==

=== Header ===

* Breadcrumb: '''Company Directory''' » '''[Rep name]''' (name links to that user’s edit page)
* '''Add Phone'''

=== Table columns ===

{| class="wikitable"
! Column
! What it shows
|-
| '''Number'''
| Formatted phone number and extension (if any)
|-
| '''Type'''
| Phone type (Home, Office, Cell, Fax, Other, Headquarters, etc.)
|-
| '''Updated'''
| Last updated date/time
|-
| '''Caller ID'''
| Green phone = Caller ID ready · Red phone = needs setup
|-
| '''Actions'''
| Edit · Delete
|}

Empty list: '''No phone number found'''

== Why Rep Phones matters ==

{| class="wikitable"
! Action
! Purpose
! When to use it
|-
| '''Add Phone'''
| Store the rep’s real numbers in CallProof.
| Onboarding or new mobile/office line.
|-
| '''Edit'''
| Fix type, number, extension, or country.
| Number change or typo.
|-
| '''Caller ID column'''
| See if the number can be used as verified outbound ID.
| Before making Twilio calls as that number.
|-
| '''Delete'''
| Remove an unused number.
| Rep left a line or duplicate entry.
|-
| '''Default Phone''' (on user edit)
| Choose which number CallProof uses by default (for example greeting recording).
| After adding phones.
|}

= Add a phone =

[[File:RepPhonesAdd.png|350px|thumb|right|Add Rep Phone]]

'''Popup title:''' Add Rep Phone
'''Address:''' <code>/user_phones/<profile_id>/new/</code>

=== Steps ===

# On Rep Phones, click '''Add Phone''' (or Add Phone from Company Directory).
# Fill in:

{| class="wikitable"
! Field
! Required?
! Notes
|-
| '''Phone Type'''
| Yes
| Office · Cell · Headquarters · Fax · Home · Other (options may vary)
|-
| '''Phone Number'''
| Yes
| Digits; typically 10-digit local number
|-
| '''Extension'''
| No
| Optional numeric extension
|-
| '''Country Code'''
| Yes
| Select country / dialing code
|}

# Click '''Save'''.
# Success: '''User phone added successfully'''.
# The list refreshes.

=== Validation ===

* Missing type / number / country shows required-field messages.
* Invalid number may show a form error under Phone Number.

<div style="clear:both;"></div>

= Edit a phone =

[[File:RepPhonesEdit.png|350px|thumb|right|Edit Rep Phone]]

'''Popup title:''' Edit Rep Phone

=== Steps ===

# Click the edit (pencil) icon on a row.
# Update Phone Type, Phone Number, Extension, and/or Country Code.
# Click '''Save'''.
# Success: '''User phone updated successfully'''.

<div style="clear:both;"></div>

= Caller ID status =

{| class="wikitable"
! Icon
! Meaning
! What to do
|-
| '''Green''' phone
| Caller ID is ready / verified for that number
| Click to open Caller ID details (<code>/caller/callerid/<phone_id>/</code>)
|-
| '''Red''' phone
| Caller ID is not set up yet
| Use '''Activate New Caller ID''' / Caller ID setup so CallProof can verify the number
|}

Tooltip examples:

* Ready: '''Caller ID Ready for [number]'''
* Not ready: '''Setup Caller ID for [number]'''

<div style="clear:both;"></div>

= Delete a phone =

=== Steps ===

# Click the trash icon.
# Confirm delete when prompted.
# Success: '''Rep phone deleted successfully'''.

=== If delete fails ===

{| class="wikitable"
! Message / situation
! What it means
|-
| '''Can not delete phone number'''
| The phone is tied to call records — it cannot be removed
|-
| Not a manager
| Delete is blocked; ask a manager
|-
| '''Rep phone deleted failed''' / not found
| Phone already gone or could not be removed — refresh and retry
|}

=== Good to know ===

* If a company Twilio number was forwarding to this rep phone, CallProof clears that forward link when the phone is deleted.

= Related: Default Phone on Company Directory Edit =

# Open '''Company Directory''' → Edit the user.
# Find '''Default Phone'''.
# Choose one of the rep’s phones from the dropdown.
# Use '''Add/Edit''' if you need to add numbers first on Rep Phones.
# Save the user profile.

Default phone is used for features that need “this user’s phone” (for example some call/greeting flows).

= Typical workflow =

# Open Company Directory → open the rep’s phones (<code>/user_phones/<id>/</code>).
# '''Add Phone''' for cell and/or office.
# Set '''Default Phone''' on the user edit page.
# Verify Caller ID until the column shows green.
# Edit or delete numbers as the rep’s lines change.

= Tips and important notes =

* Browser title is '''Rep Phones'''; the page breadcrumb starts at '''Company Directory'''.
* These are '''rep''' phones, not customer account phones.
* Add/Edit share the same popup form (title switches between Add Rep Phone and Edit Rep Phone).
* Green Caller ID means the number is verified for outbound use; red means complete Caller ID activation.
* Managers delete phones; others can still add/edit depending on how your company uses Company Directory.
* Opening from Company Directory phone links may use a new browser tab.

== Need help? ==

* No phone number found: click Add Phone and enter type, number, and country
* Cannot open another company’s rep: you can only manage your company’s users
* Cannot delete: confirm you are a manager and the phone has no call history blocking it
* Caller ID stays red: complete Activate New Caller ID / verification for that number
* Wrong default for calls/greetings: set Default Phone on Company Directory Edit
* Other issues: email [mailto:support@callproof.com support@callproof.com]

UserPhones (New web)

2026-07-31T11:38:10Z

Ashley DeBon: /* Caller ID status */

Path: [[Callproof Support]] - [[New Website]] - [[Company Directory (New Web)]] - [[UserPhones (New web)]]

= Rep Phones =

'''Screen purpose:''' Manage a rep’s personal phone numbers used in CallProof — add, edit, or delete numbers, and see which ones are ready for Caller ID.
[[File:RepPhones.png|350px|thumb|Rep Phones]]

* View all phones for one rep
* Add a phone (type, number, extension, country)
* Edit an existing phone
* Delete a phone (managers)
* Check Caller ID status and open Caller ID setup when ready
* Set a default phone from Company Directory Edit (related)

'''Screen title:''' (breadcrumb) Company Directory » [Rep Name]
'''Browser title:''' Rep Phones
'''Button on page:''' Add Phone
'''Address:''' <code>/user_phones/<profile_id>/</code>

<div style="clear:both;"></div>

== How this differs from similar screens ==

{| class="wikitable"
! Screen
! Address
! What it is
|-
| '''Rep Phones''' (this page)
| <code>/user_phones/<id>/</code>
| Phones belonging to a '''rep / user'''
|-
| '''Account phones'''
| <code>/contact_phones/…</code>
| Phones on a '''customer account'''
|-
| '''Phone Numbers'''
| <code>/phone_numbers/</code>
| Company CallProof / Twilio numbers (purchase, forward, etc.)
|-
| '''Activate New Caller ID'''
| <code>/caller/callerid/new/</code>
| Verify outbound Caller ID for a rep phone
|}

== How to open Rep Phones ==

=== Option A — Company Directory list ===

# Sign in to CallProof.
# Open '''Company Directory''' (<code>/users/</code>).
# In the Phone Number column, click a listed phone link, '''or''' click '''Add Phone''' under that rep.
# Rep Phones opens for that person (often in a new tab from the phone link).

=== Option B — Company Directory Edit ===

# Open a user: Company Directory → Edit.
# Under phone / Twilio settings, click '''Add/Edit''' next to Default Phone.
# Address used: <code>/user_phones/<profile_id>/</code>.

=== Option C — Direct address ===

# Go to <code>/user_phones/<profile_id>/</code> for that rep’s profile ID.
# Press '''Enter'''.

== Permissions ==

* You must be '''signed in'''.
* You can only manage phones for reps in '''your company''' (wrong company → access blocked).
* '''Delete''' requires '''manager''' access.
* You cannot delete a phone that still has call history tied to it.

== What you see ==

=== Header ===

* Breadcrumb: '''Company Directory''' » '''[Rep name]''' (name links to that user’s edit page)
* '''Add Phone'''

=== Table columns ===

{| class="wikitable"
! Column
! What it shows
|-
| '''Number'''
| Formatted phone number and extension (if any)
|-
| '''Type'''
| Phone type (Home, Office, Cell, Fax, Other, Headquarters, etc.)
|-
| '''Updated'''
| Last updated date/time
|-
| '''Caller ID'''
| Green phone = Caller ID ready · Red phone = needs setup
|-
| '''Actions'''
| Edit · Delete
|}

Empty list: '''No phone number found'''

== Why Rep Phones matters ==

{| class="wikitable"
! Action
! Purpose
! When to use it
|-
| '''Add Phone'''
| Store the rep’s real numbers in CallProof.
| Onboarding or new mobile/office line.
|-
| '''Edit'''
| Fix type, number, extension, or country.
| Number change or typo.
|-
| '''Caller ID column'''
| See if the number can be used as verified outbound ID.
| Before making Twilio calls as that number.
|-
| '''Delete'''
| Remove an unused number.
| Rep left a line or duplicate entry.
|-
| '''Default Phone''' (on user edit)
| Choose which number CallProof uses by default (for example greeting recording).
| After adding phones.
|}

= Add a phone =

[[File:RepPhonesAdd.png|350px|thumb|right|Add Rep Phone]]

'''Popup title:''' Add Rep Phone
'''Address:''' <code>/user_phones/<profile_id>/new/</code>

=== Steps ===

# On Rep Phones, click '''Add Phone''' (or Add Phone from Company Directory).
# Fill in:

{| class="wikitable"
! Field
! Required?
! Notes
|-
| '''Phone Type'''
| Yes
| Office · Cell · Headquarters · Fax · Home · Other (options may vary)
|-
| '''Phone Number'''
| Yes
| Digits; typically 10-digit local number
|-
| '''Extension'''
| No
| Optional numeric extension
|-
| '''Country Code'''
| Yes
| Select country / dialing code
|}

# Click '''Save'''.
# Success: '''User phone added successfully'''.
# The list refreshes.

=== Validation ===

* Missing type / number / country shows required-field messages.
* Invalid number may show a form error under Phone Number.

<div style="clear:both;"></div>

= Edit a phone =

[[File:RepPhonesEdit.png|350px|thumb|right|Edit Rep Phone]]

'''Popup title:''' Edit Rep Phone
'''Address:''' <code>/user_phones/<profile_id>/edit/<phone_id>/</code>

=== Steps ===

# Click the edit (pencil) icon on a row.
# Update Phone Type, Phone Number, Extension, and/or Country Code.
# Click '''Save'''.
# Success: '''User phone updated successfully'''.

<div style="clear:both;"></div>

= Caller ID status =

{| class="wikitable"
! Icon
! Meaning
! What to do
|-
| '''Green''' phone
| Caller ID is ready / verified for that number
| Click to open Caller ID details (<code>/caller/callerid/<phone_id>/</code>)
|-
| '''Red''' phone
| Caller ID is not set up yet
| Use '''Activate New Caller ID''' / Caller ID setup so CallProof can verify the number
|}

Tooltip examples:

* Ready: '''Caller ID Ready for [number]'''
* Not ready: '''Setup Caller ID for [number]'''

<div style="clear:both;"></div>

= Delete a phone =

=== Steps ===

# Click the trash icon.
# Confirm delete when prompted.
# Success: '''Rep phone deleted successfully'''.

=== If delete fails ===

{| class="wikitable"
! Message / situation
! What it means
|-
| '''Can not delete phone number'''
| The phone is tied to call records — it cannot be removed
|-
| Not a manager
| Delete is blocked; ask a manager
|-
| '''Rep phone deleted failed''' / not found
| Phone already gone or could not be removed — refresh and retry
|}

=== Good to know ===

* If a company Twilio number was forwarding to this rep phone, CallProof clears that forward link when the phone is deleted.

= Related: Default Phone on Company Directory Edit =

# Open '''Company Directory''' → Edit the user.
# Find '''Default Phone'''.
# Choose one of the rep’s phones from the dropdown.
# Use '''Add/Edit''' if you need to add numbers first on Rep Phones.
# Save the user profile.

Default phone is used for features that need “this user’s phone” (for example some call/greeting flows).

= Typical workflow =

# Open Company Directory → open the rep’s phones (<code>/user_phones/<id>/</code>).
# '''Add Phone''' for cell and/or office.
# Set '''Default Phone''' on the user edit page.
# Verify Caller ID until the column shows green.
# Edit or delete numbers as the rep’s lines change.

= Tips and important notes =

* Browser title is '''Rep Phones'''; the page breadcrumb starts at '''Company Directory'''.
* These are '''rep''' phones, not customer account phones.
* Add/Edit share the same popup form (title switches between Add Rep Phone and Edit Rep Phone).
* Green Caller ID means the number is verified for outbound use; red means complete Caller ID activation.
* Managers delete phones; others can still add/edit depending on how your company uses Company Directory.
* Opening from Company Directory phone links may use a new browser tab.

== Need help? ==

* No phone number found: click Add Phone and enter type, number, and country
* Cannot open another company’s rep: you can only manage your company’s users
* Cannot delete: confirm you are a manager and the phone has no call history blocking it
* Caller ID stays red: complete Activate New Caller ID / verification for that number
* Wrong default for calls/greetings: set Default Phone on Company Directory Edit
* Other issues: email [mailto:support@callproof.com support@callproof.com]

File:RepPhonesEdit.png

2026-07-31T11:37:51Z

Ashley DeBon:

File:RepPhonesAdd.png

2026-07-31T11:36:57Z

Ashley DeBon:

UserPhones (New web)

2026-07-31T11:36:11Z

Ashley DeBon: /* Why Rep Phones matters */

Path: [[Callproof Support]] - [[New Website]] - [[Company Directory (New Web)]] - [[UserPhones (New web)]]

= Rep Phones =

'''Screen purpose:''' Manage a rep’s personal phone numbers used in CallProof — add, edit, or delete numbers, and see which ones are ready for Caller ID.
[[File:RepPhones.png|350px|thumb|Rep Phones]]

* View all phones for one rep
* Add a phone (type, number, extension, country)
* Edit an existing phone
* Delete a phone (managers)
* Check Caller ID status and open Caller ID setup when ready
* Set a default phone from Company Directory Edit (related)

'''Screen title:''' (breadcrumb) Company Directory » [Rep Name]
'''Browser title:''' Rep Phones
'''Button on page:''' Add Phone
'''Address:''' <code>/user_phones/<profile_id>/</code>

<div style="clear:both;"></div>

== How this differs from similar screens ==

{| class="wikitable"
! Screen
! Address
! What it is
|-
| '''Rep Phones''' (this page)
| <code>/user_phones/<id>/</code>
| Phones belonging to a '''rep / user'''
|-
| '''Account phones'''
| <code>/contact_phones/…</code>
| Phones on a '''customer account'''
|-
| '''Phone Numbers'''
| <code>/phone_numbers/</code>
| Company CallProof / Twilio numbers (purchase, forward, etc.)
|-
| '''Activate New Caller ID'''
| <code>/caller/callerid/new/</code>
| Verify outbound Caller ID for a rep phone
|}

== How to open Rep Phones ==

=== Option A — Company Directory list ===

# Sign in to CallProof.
# Open '''Company Directory''' (<code>/users/</code>).
# In the Phone Number column, click a listed phone link, '''or''' click '''Add Phone''' under that rep.
# Rep Phones opens for that person (often in a new tab from the phone link).

=== Option B — Company Directory Edit ===

# Open a user: Company Directory → Edit.
# Under phone / Twilio settings, click '''Add/Edit''' next to Default Phone.
# Address used: <code>/user_phones/<profile_id>/</code>.

=== Option C — Direct address ===

# Go to <code>/user_phones/<profile_id>/</code> for that rep’s profile ID.
# Press '''Enter'''.

== Permissions ==

* You must be '''signed in'''.
* You can only manage phones for reps in '''your company''' (wrong company → access blocked).
* '''Delete''' requires '''manager''' access.
* You cannot delete a phone that still has call history tied to it.

== What you see ==

=== Header ===

* Breadcrumb: '''Company Directory''' » '''[Rep name]''' (name links to that user’s edit page)
* '''Add Phone'''

=== Table columns ===

{| class="wikitable"
! Column
! What it shows
|-
| '''Number'''
| Formatted phone number and extension (if any)
|-
| '''Type'''
| Phone type (Home, Office, Cell, Fax, Other, Headquarters, etc.)
|-
| '''Updated'''
| Last updated date/time
|-
| '''Caller ID'''
| Green phone = Caller ID ready · Red phone = needs setup
|-
| '''Actions'''
| Edit · Delete
|}

Empty list: '''No phone number found'''

== Why Rep Phones matters ==

{| class="wikitable"
! Action
! Purpose
! When to use it
|-
| '''Add Phone'''
| Store the rep’s real numbers in CallProof.
| Onboarding or new mobile/office line.
|-
| '''Edit'''
| Fix type, number, extension, or country.
| Number change or typo.
|-
| '''Caller ID column'''
| See if the number can be used as verified outbound ID.
| Before making Twilio calls as that number.
|-
| '''Delete'''
| Remove an unused number.
| Rep left a line or duplicate entry.
|-
| '''Default Phone''' (on user edit)
| Choose which number CallProof uses by default (for example greeting recording).
| After adding phones.
|}

= Add a phone =

[[File:RepPhonesAdd.png|350px|thumb|right|Add Rep Phone]]

'''Popup title:''' Add Rep Phone
'''Address:''' <code>/user_phones/<profile_id>/new/</code>

=== Steps ===

# On Rep Phones, click '''Add Phone''' (or Add Phone from Company Directory).
# Fill in:

{| class="wikitable"
! Field
! Required?
! Notes
|-
| '''Phone Type'''
| Yes
| Office · Cell · Headquarters · Fax · Home · Other (options may vary)
|-
| '''Phone Number'''
| Yes
| Digits; typically 10-digit local number
|-
| '''Extension'''
| No
| Optional numeric extension
|-
| '''Country Code'''
| Yes
| Select country / dialing code
|}

# Click '''Save'''.
# Success: '''User phone added successfully'''.
# The list refreshes.

=== Validation ===

* Missing type / number / country shows required-field messages.
* Invalid number may show a form error under Phone Number.

<div style="clear:both;"></div>

= Edit a phone =

[[File:RepPhonesEdit.png|350px|thumb|right|Edit Rep Phone]]

'''Popup title:''' Edit Rep Phone
'''Address:''' <code>/user_phones/<profile_id>/edit/<phone_id>/</code>

=== Steps ===

# Click the edit (pencil) icon on a row.
# Update Phone Type, Phone Number, Extension, and/or Country Code.
# Click '''Save'''.
# Success: '''User phone updated successfully'''.

<div style="clear:both;"></div>

= Caller ID status =

[[File:RepPhonesCallerID.png|350px|thumb|right|Caller ID column]]

{| class="wikitable"
! Icon
! Meaning
! What to do
|-
| '''Green''' phone
| Caller ID is ready / verified for that number
| Click to open Caller ID details (<code>/caller/callerid/<phone_id>/</code>)
|-
| '''Red''' phone
| Caller ID is not set up yet
| Use '''Activate New Caller ID''' / Caller ID setup so CallProof can verify the number
|}

Tooltip examples:

* Ready: '''Caller ID Ready for [number]'''
* Not ready: '''Setup Caller ID for [number]'''

<div style="clear:both;"></div>

= Delete a phone =

=== Steps ===

# Click the trash icon.
# Confirm delete when prompted.
# Success: '''Rep phone deleted successfully'''.

=== If delete fails ===

{| class="wikitable"
! Message / situation
! What it means
|-
| '''Can not delete phone number'''
| The phone is tied to call records — it cannot be removed
|-
| Not a manager
| Delete is blocked; ask a manager
|-
| '''Rep phone deleted failed''' / not found
| Phone already gone or could not be removed — refresh and retry
|}

=== Good to know ===

* If a company Twilio number was forwarding to this rep phone, CallProof clears that forward link when the phone is deleted.

= Related: Default Phone on Company Directory Edit =

# Open '''Company Directory''' → Edit the user.
# Find '''Default Phone'''.
# Choose one of the rep’s phones from the dropdown.
# Use '''Add/Edit''' if you need to add numbers first on Rep Phones.
# Save the user profile.

Default phone is used for features that need “this user’s phone” (for example some call/greeting flows).

= Typical workflow =

# Open Company Directory → open the rep’s phones (<code>/user_phones/<id>/</code>).
# '''Add Phone''' for cell and/or office.
# Set '''Default Phone''' on the user edit page.
# Verify Caller ID until the column shows green.
# Edit or delete numbers as the rep’s lines change.

= Tips and important notes =

* Browser title is '''Rep Phones'''; the page breadcrumb starts at '''Company Directory'''.
* These are '''rep''' phones, not customer account phones.
* Add/Edit share the same popup form (title switches between Add Rep Phone and Edit Rep Phone).
* Green Caller ID means the number is verified for outbound use; red means complete Caller ID activation.
* Managers delete phones; others can still add/edit depending on how your company uses Company Directory.
* Opening from Company Directory phone links may use a new browser tab.

== Need help? ==

* No phone number found: click Add Phone and enter type, number, and country
* Cannot open another company’s rep: you can only manage your company’s users
* Cannot delete: confirm you are a manager and the phone has no call history blocking it
* Caller ID stays red: complete Activate New Caller ID / verification for that number
* Wrong default for calls/greetings: set Default Phone on Company Directory Edit
* Other issues: email [mailto:support@callproof.com support@callproof.com]

File:RepPhones.png

2026-07-31T11:35:57Z

Ashley DeBon:

UserPhones (New web)

2026-07-31T11:35:03Z

Ashley DeBon: /* Typical workflow */

Path: [[Callproof Support]] - [[New Website]] - [[Company Directory (New Web)]] - [[UserPhones (New web)]]

= Rep Phones =

'''Screen purpose:''' Manage a rep’s personal phone numbers used in CallProof — add, edit, or delete numbers, and see which ones are ready for Caller ID.
[[File:RepPhones.png|350px|thumb|Rep Phones]]

* View all phones for one rep
* Add a phone (type, number, extension, country)
* Edit an existing phone
* Delete a phone (managers)
* Check Caller ID status and open Caller ID setup when ready
* Set a default phone from Company Directory Edit (related)

'''Screen title:''' (breadcrumb) Company Directory » [Rep Name]
'''Browser title:''' Rep Phones
'''Button on page:''' Add Phone
'''Address:''' <code>/user_phones/<profile_id>/</code>

<div style="clear:both;"></div>

== How this differs from similar screens ==

{| class="wikitable"
! Screen
! Address
! What it is
|-
| '''Rep Phones''' (this page)
| <code>/user_phones/<id>/</code>
| Phones belonging to a '''rep / user'''
|-
| '''Account phones'''
| <code>/contact_phones/…</code>
| Phones on a '''customer account'''
|-
| '''Phone Numbers'''
| <code>/phone_numbers/</code>
| Company CallProof / Twilio numbers (purchase, forward, etc.)
|-
| '''Activate New Caller ID'''
| <code>/caller/callerid/new/</code>
| Verify outbound Caller ID for a rep phone
|}

== How to open Rep Phones ==

=== Option A — Company Directory list ===

# Sign in to CallProof.
# Open '''Company Directory''' (<code>/users/</code>).
# In the Phone Number column, click a listed phone link, '''or''' click '''Add Phone''' under that rep.
# Rep Phones opens for that person (often in a new tab from the phone link).

=== Option B — Company Directory Edit ===

# Open a user: Company Directory → Edit.
# Under phone / Twilio settings, click '''Add/Edit''' next to Default Phone.
# Address used: <code>/user_phones/<profile_id>/</code>.

=== Option C — Direct address ===

# Go to <code>/user_phones/<profile_id>/</code> for that rep’s profile ID.
# Press '''Enter'''.

== Permissions ==

* You must be '''signed in'''.
* You can only manage phones for reps in '''your company''' (wrong company → access blocked).
* '''Delete''' requires '''manager''' access.
* You cannot delete a phone that still has call history tied to it.

== What you see ==

=== Header ===

* Breadcrumb: '''Company Directory''' » '''[Rep name]''' (name links to that user’s edit page)
* '''Add Phone'''

=== Table columns ===

{| class="wikitable"
! Column
! What it shows
|-
| '''Number'''
| Formatted phone number and extension (if any)
|-
| '''Type'''
| Phone type (Home, Office, Cell, Fax, Other, Headquarters, etc.)
|-
| '''Updated'''
| Last updated date/time
|-
| '''Caller ID'''
| Green phone = Caller ID ready · Red phone = needs setup
|-
| '''Actions'''
| Edit · Delete
|}

Empty list: '''No phone number found'''

== Why Rep Phones matters ==

{| class="wikitable"
! Action
! Purpose
! When to use it
|-
| '''Add Phone'''
| Store the rep’s real numbers in CallProof.
| Onboarding or new mobile/office line.
|-
| '''Edit'''
| Fix type, number, extension, or country.
| Number change or typo.
|-
| '''Caller ID column'''
| See if the number can be used as verified outbound ID.
| Before making Twilio calls as that number.
|-
| '''Delete'''
| Remove an unused number.
| Rep left a line or duplicate entry.
|-
| '''Default Phone''' (on user edit)
| Choose which number CallProof uses by default (for example greeting recording).
| After adding phones.
|}

----

= Add a phone =

[[File:RepPhonesAdd.png|350px|thumb|right|Add Rep Phone]]

'''Popup title:''' Add Rep Phone
'''Address:''' <code>/user_phones/<profile_id>/new/</code>

=== Steps ===

# On Rep Phones, click '''Add Phone''' (or Add Phone from Company Directory).
# Fill in:

{| class="wikitable"
! Field
! Required?
! Notes
|-
| '''Phone Type'''
| Yes
| Office · Cell · Headquarters · Fax · Home · Other (options may vary)
|-
| '''Phone Number'''
| Yes
| Digits; typically 10-digit local number
|-
| '''Extension'''
| No
| Optional numeric extension
|-
| '''Country Code'''
| Yes
| Select country / dialing code
|}

# Click '''Save'''.
# Success: '''User phone added successfully'''.
# The list refreshes.

=== Validation ===

* Missing type / number / country shows required-field messages.
* Invalid number may show a form error under Phone Number.

<div style="clear:both;"></div>

= Edit a phone =

[[File:RepPhonesEdit.png|350px|thumb|right|Edit Rep Phone]]

'''Popup title:''' Edit Rep Phone
'''Address:''' <code>/user_phones/<profile_id>/edit/<phone_id>/</code>

=== Steps ===

# Click the edit (pencil) icon on a row.
# Update Phone Type, Phone Number, Extension, and/or Country Code.
# Click '''Save'''.
# Success: '''User phone updated successfully'''.

<div style="clear:both;"></div>

= Caller ID status =

[[File:RepPhonesCallerID.png|350px|thumb|right|Caller ID column]]

{| class="wikitable"
! Icon
! Meaning
! What to do
|-
| '''Green''' phone
| Caller ID is ready / verified for that number
| Click to open Caller ID details (<code>/caller/callerid/<phone_id>/</code>)
|-
| '''Red''' phone
| Caller ID is not set up yet
| Use '''Activate New Caller ID''' / Caller ID setup so CallProof can verify the number
|}

Tooltip examples:

* Ready: '''Caller ID Ready for [number]'''
* Not ready: '''Setup Caller ID for [number]'''

<div style="clear:both;"></div>

= Delete a phone =

=== Steps ===

# Click the trash icon.
# Confirm delete when prompted.
# Success: '''Rep phone deleted successfully'''.

=== If delete fails ===

{| class="wikitable"
! Message / situation
! What it means
|-
| '''Can not delete phone number'''
| The phone is tied to call records — it cannot be removed
|-
| Not a manager
| Delete is blocked; ask a manager
|-
| '''Rep phone deleted failed''' / not found
| Phone already gone or could not be removed — refresh and retry
|}

=== Good to know ===

* If a company Twilio number was forwarding to this rep phone, CallProof clears that forward link when the phone is deleted.

= Related: Default Phone on Company Directory Edit =

# Open '''Company Directory''' → Edit the user.
# Find '''Default Phone'''.
# Choose one of the rep’s phones from the dropdown.
# Use '''Add/Edit''' if you need to add numbers first on Rep Phones.
# Save the user profile.

Default phone is used for features that need “this user’s phone” (for example some call/greeting flows).

= Typical workflow =

# Open Company Directory → open the rep’s phones (<code>/user_phones/<id>/</code>).
# '''Add Phone''' for cell and/or office.
# Set '''Default Phone''' on the user edit page.
# Verify Caller ID until the column shows green.
# Edit or delete numbers as the rep’s lines change.

= Tips and important notes =

* Browser title is '''Rep Phones'''; the page breadcrumb starts at '''Company Directory'''.
* These are '''rep''' phones, not customer account phones.
* Add/Edit share the same popup form (title switches between Add Rep Phone and Edit Rep Phone).
* Green Caller ID means the number is verified for outbound use; red means complete Caller ID activation.
* Managers delete phones; others can still add/edit depending on how your company uses Company Directory.
* Opening from Company Directory phone links may use a new browser tab.

== Need help? ==

* No phone number found: click Add Phone and enter type, number, and country
* Cannot open another company’s rep: you can only manage your company’s users
* Cannot delete: confirm you are a manager and the phone has no call history blocking it
* Caller ID stays red: complete Activate New Caller ID / verification for that number
* Wrong default for calls/greetings: set Default Phone on Company Directory Edit
* Other issues: email [mailto:support@callproof.com support@callproof.com]

UserPhones (New web)

2026-07-31T11:34:46Z

Ashley DeBon: /* Related: Default Phone on Company Directory Edit */

Path: [[Callproof Support]] - [[New Website]] - [[Company Directory (New Web)]] - [[UserPhones (New web)]]

= Rep Phones =

'''Screen purpose:''' Manage a rep’s personal phone numbers used in CallProof — add, edit, or delete numbers, and see which ones are ready for Caller ID.
[[File:RepPhones.png|350px|thumb|Rep Phones]]

* View all phones for one rep
* Add a phone (type, number, extension, country)
* Edit an existing phone
* Delete a phone (managers)
* Check Caller ID status and open Caller ID setup when ready
* Set a default phone from Company Directory Edit (related)

'''Screen title:''' (breadcrumb) Company Directory » [Rep Name]
'''Browser title:''' Rep Phones
'''Button on page:''' Add Phone
'''Address:''' <code>/user_phones/<profile_id>/</code>

<div style="clear:both;"></div>

== How this differs from similar screens ==

{| class="wikitable"
! Screen
! Address
! What it is
|-
| '''Rep Phones''' (this page)
| <code>/user_phones/<id>/</code>
| Phones belonging to a '''rep / user'''
|-
| '''Account phones'''
| <code>/contact_phones/…</code>
| Phones on a '''customer account'''
|-
| '''Phone Numbers'''
| <code>/phone_numbers/</code>
| Company CallProof / Twilio numbers (purchase, forward, etc.)
|-
| '''Activate New Caller ID'''
| <code>/caller/callerid/new/</code>
| Verify outbound Caller ID for a rep phone
|}

== How to open Rep Phones ==

=== Option A — Company Directory list ===

# Sign in to CallProof.
# Open '''Company Directory''' (<code>/users/</code>).
# In the Phone Number column, click a listed phone link, '''or''' click '''Add Phone''' under that rep.
# Rep Phones opens for that person (often in a new tab from the phone link).

=== Option B — Company Directory Edit ===

# Open a user: Company Directory → Edit.
# Under phone / Twilio settings, click '''Add/Edit''' next to Default Phone.
# Address used: <code>/user_phones/<profile_id>/</code>.

=== Option C — Direct address ===

# Go to <code>/user_phones/<profile_id>/</code> for that rep’s profile ID.
# Press '''Enter'''.

== Permissions ==

* You must be '''signed in'''.
* You can only manage phones for reps in '''your company''' (wrong company → access blocked).
* '''Delete''' requires '''manager''' access.
* You cannot delete a phone that still has call history tied to it.

== What you see ==

=== Header ===

* Breadcrumb: '''Company Directory''' » '''[Rep name]''' (name links to that user’s edit page)
* '''Add Phone'''

=== Table columns ===

{| class="wikitable"
! Column
! What it shows
|-
| '''Number'''
| Formatted phone number and extension (if any)
|-
| '''Type'''
| Phone type (Home, Office, Cell, Fax, Other, Headquarters, etc.)
|-
| '''Updated'''
| Last updated date/time
|-
| '''Caller ID'''
| Green phone = Caller ID ready · Red phone = needs setup
|-
| '''Actions'''
| Edit · Delete
|}

Empty list: '''No phone number found'''

== Why Rep Phones matters ==

{| class="wikitable"
! Action
! Purpose
! When to use it
|-
| '''Add Phone'''
| Store the rep’s real numbers in CallProof.
| Onboarding or new mobile/office line.
|-
| '''Edit'''
| Fix type, number, extension, or country.
| Number change or typo.
|-
| '''Caller ID column'''
| See if the number can be used as verified outbound ID.
| Before making Twilio calls as that number.
|-
| '''Delete'''
| Remove an unused number.
| Rep left a line or duplicate entry.
|-
| '''Default Phone''' (on user edit)
| Choose which number CallProof uses by default (for example greeting recording).
| After adding phones.
|}

----

= Add a phone =

[[File:RepPhonesAdd.png|350px|thumb|right|Add Rep Phone]]

'''Popup title:''' Add Rep Phone
'''Address:''' <code>/user_phones/<profile_id>/new/</code>

=== Steps ===

# On Rep Phones, click '''Add Phone''' (or Add Phone from Company Directory).
# Fill in:

{| class="wikitable"
! Field
! Required?
! Notes
|-
| '''Phone Type'''
| Yes
| Office · Cell · Headquarters · Fax · Home · Other (options may vary)
|-
| '''Phone Number'''
| Yes
| Digits; typically 10-digit local number
|-
| '''Extension'''
| No
| Optional numeric extension
|-
| '''Country Code'''
| Yes
| Select country / dialing code
|}

# Click '''Save'''.
# Success: '''User phone added successfully'''.
# The list refreshes.

=== Validation ===

* Missing type / number / country shows required-field messages.
* Invalid number may show a form error under Phone Number.

<div style="clear:both;"></div>

= Edit a phone =

[[File:RepPhonesEdit.png|350px|thumb|right|Edit Rep Phone]]

'''Popup title:''' Edit Rep Phone
'''Address:''' <code>/user_phones/<profile_id>/edit/<phone_id>/</code>

=== Steps ===

# Click the edit (pencil) icon on a row.
# Update Phone Type, Phone Number, Extension, and/or Country Code.
# Click '''Save'''.
# Success: '''User phone updated successfully'''.

<div style="clear:both;"></div>

= Caller ID status =

[[File:RepPhonesCallerID.png|350px|thumb|right|Caller ID column]]

{| class="wikitable"
! Icon
! Meaning
! What to do
|-
| '''Green''' phone
| Caller ID is ready / verified for that number
| Click to open Caller ID details (<code>/caller/callerid/<phone_id>/</code>)
|-
| '''Red''' phone
| Caller ID is not set up yet
| Use '''Activate New Caller ID''' / Caller ID setup so CallProof can verify the number
|}

Tooltip examples:

* Ready: '''Caller ID Ready for [number]'''
* Not ready: '''Setup Caller ID for [number]'''

<div style="clear:both;"></div>

= Delete a phone =

=== Steps ===

# Click the trash icon.
# Confirm delete when prompted.
# Success: '''Rep phone deleted successfully'''.

=== If delete fails ===

{| class="wikitable"
! Message / situation
! What it means
|-
| '''Can not delete phone number'''
| The phone is tied to call records — it cannot be removed
|-
| Not a manager
| Delete is blocked; ask a manager
|-
| '''Rep phone deleted failed''' / not found
| Phone already gone or could not be removed — refresh and retry
|}

=== Good to know ===

* If a company Twilio number was forwarding to this rep phone, CallProof clears that forward link when the phone is deleted.

= Related: Default Phone on Company Directory Edit =

# Open '''Company Directory''' → Edit the user.
# Find '''Default Phone'''.
# Choose one of the rep’s phones from the dropdown.
# Use '''Add/Edit''' if you need to add numbers first on Rep Phones.
# Save the user profile.

Default phone is used for features that need “this user’s phone” (for example some call/greeting flows).

= Typical workflow =

# Open Company Directory → open the rep’s phones (<code>/user_phones/<id>/</code>).
# '''Add Phone''' for cell and/or office.
# Set '''Default Phone''' on the user edit page.
# Verify Caller ID until the column shows green.
# Edit or delete numbers as the rep’s lines change.

----

= Tips and important notes =

* Browser title is '''Rep Phones'''; the page breadcrumb starts at '''Company Directory'''.
* These are '''rep''' phones, not customer account phones.
* Add/Edit share the same popup form (title switches between Add Rep Phone and Edit Rep Phone).
* Green Caller ID means the number is verified for outbound use; red means complete Caller ID activation.
* Managers delete phones; others can still add/edit depending on how your company uses Company Directory.
* Opening from Company Directory phone links may use a new browser tab.

== Need help? ==

* No phone number found: click Add Phone and enter type, number, and country
* Cannot open another company’s rep: you can only manage your company’s users
* Cannot delete: confirm you are a manager and the phone has no call history blocking it
* Caller ID stays red: complete Activate New Caller ID / verification for that number
* Wrong default for calls/greetings: set Default Phone on Company Directory Edit
* Other issues: email [mailto:support@callproof.com support@callproof.com]

UserPhones (New web)

2026-07-31T11:34:35Z

Ashley DeBon: /* Delete a phone */

Path: [[Callproof Support]] - [[New Website]] - [[Company Directory (New Web)]] - [[UserPhones (New web)]]

= Rep Phones =

'''Screen purpose:''' Manage a rep’s personal phone numbers used in CallProof — add, edit, or delete numbers, and see which ones are ready for Caller ID.
[[File:RepPhones.png|350px|thumb|Rep Phones]]

* View all phones for one rep
* Add a phone (type, number, extension, country)
* Edit an existing phone
* Delete a phone (managers)
* Check Caller ID status and open Caller ID setup when ready
* Set a default phone from Company Directory Edit (related)

'''Screen title:''' (breadcrumb) Company Directory » [Rep Name]
'''Browser title:''' Rep Phones
'''Button on page:''' Add Phone
'''Address:''' <code>/user_phones/<profile_id>/</code>

<div style="clear:both;"></div>

== How this differs from similar screens ==

{| class="wikitable"
! Screen
! Address
! What it is
|-
| '''Rep Phones''' (this page)
| <code>/user_phones/<id>/</code>
| Phones belonging to a '''rep / user'''
|-
| '''Account phones'''
| <code>/contact_phones/…</code>
| Phones on a '''customer account'''
|-
| '''Phone Numbers'''
| <code>/phone_numbers/</code>
| Company CallProof / Twilio numbers (purchase, forward, etc.)
|-
| '''Activate New Caller ID'''
| <code>/caller/callerid/new/</code>
| Verify outbound Caller ID for a rep phone
|}

== How to open Rep Phones ==

=== Option A — Company Directory list ===

# Sign in to CallProof.
# Open '''Company Directory''' (<code>/users/</code>).
# In the Phone Number column, click a listed phone link, '''or''' click '''Add Phone''' under that rep.
# Rep Phones opens for that person (often in a new tab from the phone link).

=== Option B — Company Directory Edit ===

# Open a user: Company Directory → Edit.
# Under phone / Twilio settings, click '''Add/Edit''' next to Default Phone.
# Address used: <code>/user_phones/<profile_id>/</code>.

=== Option C — Direct address ===

# Go to <code>/user_phones/<profile_id>/</code> for that rep’s profile ID.
# Press '''Enter'''.

== Permissions ==

* You must be '''signed in'''.
* You can only manage phones for reps in '''your company''' (wrong company → access blocked).
* '''Delete''' requires '''manager''' access.
* You cannot delete a phone that still has call history tied to it.

== What you see ==

=== Header ===

* Breadcrumb: '''Company Directory''' » '''[Rep name]''' (name links to that user’s edit page)
* '''Add Phone'''

=== Table columns ===

{| class="wikitable"
! Column
! What it shows
|-
| '''Number'''
| Formatted phone number and extension (if any)
|-
| '''Type'''
| Phone type (Home, Office, Cell, Fax, Other, Headquarters, etc.)
|-
| '''Updated'''
| Last updated date/time
|-
| '''Caller ID'''
| Green phone = Caller ID ready · Red phone = needs setup
|-
| '''Actions'''
| Edit · Delete
|}

Empty list: '''No phone number found'''

== Why Rep Phones matters ==

{| class="wikitable"
! Action
! Purpose
! When to use it
|-
| '''Add Phone'''
| Store the rep’s real numbers in CallProof.
| Onboarding or new mobile/office line.
|-
| '''Edit'''
| Fix type, number, extension, or country.
| Number change or typo.
|-
| '''Caller ID column'''
| See if the number can be used as verified outbound ID.
| Before making Twilio calls as that number.
|-
| '''Delete'''
| Remove an unused number.
| Rep left a line or duplicate entry.
|-
| '''Default Phone''' (on user edit)
| Choose which number CallProof uses by default (for example greeting recording).
| After adding phones.
|}

----

= Add a phone =

[[File:RepPhonesAdd.png|350px|thumb|right|Add Rep Phone]]

'''Popup title:''' Add Rep Phone
'''Address:''' <code>/user_phones/<profile_id>/new/</code>

=== Steps ===

# On Rep Phones, click '''Add Phone''' (or Add Phone from Company Directory).
# Fill in:

{| class="wikitable"
! Field
! Required?
! Notes
|-
| '''Phone Type'''
| Yes
| Office · Cell · Headquarters · Fax · Home · Other (options may vary)
|-
| '''Phone Number'''
| Yes
| Digits; typically 10-digit local number
|-
| '''Extension'''
| No
| Optional numeric extension
|-
| '''Country Code'''
| Yes
| Select country / dialing code
|}

# Click '''Save'''.
# Success: '''User phone added successfully'''.
# The list refreshes.

=== Validation ===

* Missing type / number / country shows required-field messages.
* Invalid number may show a form error under Phone Number.

<div style="clear:both;"></div>

= Edit a phone =

[[File:RepPhonesEdit.png|350px|thumb|right|Edit Rep Phone]]

'''Popup title:''' Edit Rep Phone
'''Address:''' <code>/user_phones/<profile_id>/edit/<phone_id>/</code>

=== Steps ===

# Click the edit (pencil) icon on a row.
# Update Phone Type, Phone Number, Extension, and/or Country Code.
# Click '''Save'''.
# Success: '''User phone updated successfully'''.

<div style="clear:both;"></div>

= Caller ID status =

[[File:RepPhonesCallerID.png|350px|thumb|right|Caller ID column]]

{| class="wikitable"
! Icon
! Meaning
! What to do
|-
| '''Green''' phone
| Caller ID is ready / verified for that number
| Click to open Caller ID details (<code>/caller/callerid/<phone_id>/</code>)
|-
| '''Red''' phone
| Caller ID is not set up yet
| Use '''Activate New Caller ID''' / Caller ID setup so CallProof can verify the number
|}

Tooltip examples:

* Ready: '''Caller ID Ready for [number]'''
* Not ready: '''Setup Caller ID for [number]'''

<div style="clear:both;"></div>

= Delete a phone =

=== Steps ===

# Click the trash icon.
# Confirm delete when prompted.
# Success: '''Rep phone deleted successfully'''.

=== If delete fails ===

{| class="wikitable"
! Message / situation
! What it means
|-
| '''Can not delete phone number'''
| The phone is tied to call records — it cannot be removed
|-
| Not a manager
| Delete is blocked; ask a manager
|-
| '''Rep phone deleted failed''' / not found
| Phone already gone or could not be removed — refresh and retry
|}

=== Good to know ===

* If a company Twilio number was forwarding to this rep phone, CallProof clears that forward link when the phone is deleted.

= Related: Default Phone on Company Directory Edit =

# Open '''Company Directory''' → Edit the user.
# Find '''Default Phone'''.
# Choose one of the rep’s phones from the dropdown.
# Use '''Add/Edit''' if you need to add numbers first on Rep Phones.
# Save the user profile.

Default phone is used for features that need “this user’s phone” (for example some call/greeting flows).

----

= Typical workflow =

# Open Company Directory → open the rep’s phones (<code>/user_phones/<id>/</code>).
# '''Add Phone''' for cell and/or office.
# Set '''Default Phone''' on the user edit page.
# Verify Caller ID until the column shows green.
# Edit or delete numbers as the rep’s lines change.

----

= Tips and important notes =

* Browser title is '''Rep Phones'''; the page breadcrumb starts at '''Company Directory'''.
* These are '''rep''' phones, not customer account phones.
* Add/Edit share the same popup form (title switches between Add Rep Phone and Edit Rep Phone).
* Green Caller ID means the number is verified for outbound use; red means complete Caller ID activation.
* Managers delete phones; others can still add/edit depending on how your company uses Company Directory.
* Opening from Company Directory phone links may use a new browser tab.

== Need help? ==

* No phone number found: click Add Phone and enter type, number, and country
* Cannot open another company’s rep: you can only manage your company’s users
* Cannot delete: confirm you are a manager and the phone has no call history blocking it
* Caller ID stays red: complete Activate New Caller ID / verification for that number
* Wrong default for calls/greetings: set Default Phone on Company Directory Edit
* Other issues: email [mailto:support@callproof.com support@callproof.com]

UserPhones (New web)

2026-07-31T11:33:52Z

Ashley DeBon: /* Caller ID status */

Path: [[Callproof Support]] - [[New Website]] - [[Company Directory (New Web)]] - [[UserPhones (New web)]]

= Rep Phones =

'''Screen purpose:''' Manage a rep’s personal phone numbers used in CallProof — add, edit, or delete numbers, and see which ones are ready for Caller ID.
[[File:RepPhones.png|350px|thumb|Rep Phones]]

* View all phones for one rep
* Add a phone (type, number, extension, country)
* Edit an existing phone
* Delete a phone (managers)
* Check Caller ID status and open Caller ID setup when ready
* Set a default phone from Company Directory Edit (related)

'''Screen title:''' (breadcrumb) Company Directory » [Rep Name]
'''Browser title:''' Rep Phones
'''Button on page:''' Add Phone
'''Address:''' <code>/user_phones/<profile_id>/</code>

<div style="clear:both;"></div>

== How this differs from similar screens ==

{| class="wikitable"
! Screen
! Address
! What it is
|-
| '''Rep Phones''' (this page)
| <code>/user_phones/<id>/</code>
| Phones belonging to a '''rep / user'''
|-
| '''Account phones'''
| <code>/contact_phones/…</code>
| Phones on a '''customer account'''
|-
| '''Phone Numbers'''
| <code>/phone_numbers/</code>
| Company CallProof / Twilio numbers (purchase, forward, etc.)
|-
| '''Activate New Caller ID'''
| <code>/caller/callerid/new/</code>
| Verify outbound Caller ID for a rep phone
|}

== How to open Rep Phones ==

=== Option A — Company Directory list ===

# Sign in to CallProof.
# Open '''Company Directory''' (<code>/users/</code>).
# In the Phone Number column, click a listed phone link, '''or''' click '''Add Phone''' under that rep.
# Rep Phones opens for that person (often in a new tab from the phone link).

=== Option B — Company Directory Edit ===

# Open a user: Company Directory → Edit.
# Under phone / Twilio settings, click '''Add/Edit''' next to Default Phone.
# Address used: <code>/user_phones/<profile_id>/</code>.

=== Option C — Direct address ===

# Go to <code>/user_phones/<profile_id>/</code> for that rep’s profile ID.
# Press '''Enter'''.

== Permissions ==

* You must be '''signed in'''.
* You can only manage phones for reps in '''your company''' (wrong company → access blocked).
* '''Delete''' requires '''manager''' access.
* You cannot delete a phone that still has call history tied to it.

== What you see ==

=== Header ===

* Breadcrumb: '''Company Directory''' » '''[Rep name]''' (name links to that user’s edit page)
* '''Add Phone'''

=== Table columns ===

{| class="wikitable"
! Column
! What it shows
|-
| '''Number'''
| Formatted phone number and extension (if any)
|-
| '''Type'''
| Phone type (Home, Office, Cell, Fax, Other, Headquarters, etc.)
|-
| '''Updated'''
| Last updated date/time
|-
| '''Caller ID'''
| Green phone = Caller ID ready · Red phone = needs setup
|-
| '''Actions'''
| Edit · Delete
|}

Empty list: '''No phone number found'''

== Why Rep Phones matters ==

{| class="wikitable"
! Action
! Purpose
! When to use it
|-
| '''Add Phone'''
| Store the rep’s real numbers in CallProof.
| Onboarding or new mobile/office line.
|-
| '''Edit'''
| Fix type, number, extension, or country.
| Number change or typo.
|-
| '''Caller ID column'''
| See if the number can be used as verified outbound ID.
| Before making Twilio calls as that number.
|-
| '''Delete'''
| Remove an unused number.
| Rep left a line or duplicate entry.
|-
| '''Default Phone''' (on user edit)
| Choose which number CallProof uses by default (for example greeting recording).
| After adding phones.
|}

----

= Add a phone =

[[File:RepPhonesAdd.png|350px|thumb|right|Add Rep Phone]]

'''Popup title:''' Add Rep Phone
'''Address:''' <code>/user_phones/<profile_id>/new/</code>

=== Steps ===

# On Rep Phones, click '''Add Phone''' (or Add Phone from Company Directory).
# Fill in:

{| class="wikitable"
! Field
! Required?
! Notes
|-
| '''Phone Type'''
| Yes
| Office · Cell · Headquarters · Fax · Home · Other (options may vary)
|-
| '''Phone Number'''
| Yes
| Digits; typically 10-digit local number
|-
| '''Extension'''
| No
| Optional numeric extension
|-
| '''Country Code'''
| Yes
| Select country / dialing code
|}

# Click '''Save'''.
# Success: '''User phone added successfully'''.
# The list refreshes.

=== Validation ===

* Missing type / number / country shows required-field messages.
* Invalid number may show a form error under Phone Number.

<div style="clear:both;"></div>

= Edit a phone =

[[File:RepPhonesEdit.png|350px|thumb|right|Edit Rep Phone]]

'''Popup title:''' Edit Rep Phone
'''Address:''' <code>/user_phones/<profile_id>/edit/<phone_id>/</code>

=== Steps ===

# Click the edit (pencil) icon on a row.
# Update Phone Type, Phone Number, Extension, and/or Country Code.
# Click '''Save'''.
# Success: '''User phone updated successfully'''.

<div style="clear:both;"></div>

= Caller ID status =

[[File:RepPhonesCallerID.png|350px|thumb|right|Caller ID column]]

{| class="wikitable"
! Icon
! Meaning
! What to do
|-
| '''Green''' phone
| Caller ID is ready / verified for that number
| Click to open Caller ID details (<code>/caller/callerid/<phone_id>/</code>)
|-
| '''Red''' phone
| Caller ID is not set up yet
| Use '''Activate New Caller ID''' / Caller ID setup so CallProof can verify the number
|}

Tooltip examples:

* Ready: '''Caller ID Ready for [number]'''
* Not ready: '''Setup Caller ID for [number]'''

<div style="clear:both;"></div>

= Delete a phone =

=== Steps ===

# Click the trash icon.
# Confirm delete when prompted.
# Success: '''Rep phone deleted successfully'''.

=== If delete fails ===

{| class="wikitable"
! Message / situation
! What it means
|-
| '''Can not delete phone number'''
| The phone is tied to call records — it cannot be removed
|-
| Not a manager
| Delete is blocked; ask a manager
|-
| '''Rep phone deleted failed''' / not found
| Phone already gone or could not be removed — refresh and retry
|}

=== Good to know ===

* If a company Twilio number was forwarding to this rep phone, CallProof clears that forward link when the phone is deleted.

----

= Related: Default Phone on Company Directory Edit =

# Open '''Company Directory''' → Edit the user.
# Find '''Default Phone'''.
# Choose one of the rep’s phones from the dropdown.
# Use '''Add/Edit''' if you need to add numbers first on Rep Phones.
# Save the user profile.

Default phone is used for features that need “this user’s phone” (for example some call/greeting flows).

----

= Typical workflow =

# Open Company Directory → open the rep’s phones (<code>/user_phones/<id>/</code>).
# '''Add Phone''' for cell and/or office.
# Set '''Default Phone''' on the user edit page.
# Verify Caller ID until the column shows green.
# Edit or delete numbers as the rep’s lines change.

----

= Tips and important notes =

* Browser title is '''Rep Phones'''; the page breadcrumb starts at '''Company Directory'''.
* These are '''rep''' phones, not customer account phones.
* Add/Edit share the same popup form (title switches between Add Rep Phone and Edit Rep Phone).
* Green Caller ID means the number is verified for outbound use; red means complete Caller ID activation.
* Managers delete phones; others can still add/edit depending on how your company uses Company Directory.
* Opening from Company Directory phone links may use a new browser tab.

== Need help? ==

* No phone number found: click Add Phone and enter type, number, and country
* Cannot open another company’s rep: you can only manage your company’s users
* Cannot delete: confirm you are a manager and the phone has no call history blocking it
* Caller ID stays red: complete Activate New Caller ID / verification for that number
* Wrong default for calls/greetings: set Default Phone on Company Directory Edit
* Other issues: email [mailto:support@callproof.com support@callproof.com]

UserPhones (New web)

2026-07-31T11:33:40Z

Ashley DeBon: /* Edit a phone */

Path: [[Callproof Support]] - [[New Website]] - [[Company Directory (New Web)]] - [[UserPhones (New web)]]

= Rep Phones =

'''Screen purpose:''' Manage a rep’s personal phone numbers used in CallProof — add, edit, or delete numbers, and see which ones are ready for Caller ID.
[[File:RepPhones.png|350px|thumb|Rep Phones]]

* View all phones for one rep
* Add a phone (type, number, extension, country)
* Edit an existing phone
* Delete a phone (managers)
* Check Caller ID status and open Caller ID setup when ready
* Set a default phone from Company Directory Edit (related)

'''Screen title:''' (breadcrumb) Company Directory » [Rep Name]
'''Browser title:''' Rep Phones
'''Button on page:''' Add Phone
'''Address:''' <code>/user_phones/<profile_id>/</code>

<div style="clear:both;"></div>

== How this differs from similar screens ==

{| class="wikitable"
! Screen
! Address
! What it is
|-
| '''Rep Phones''' (this page)
| <code>/user_phones/<id>/</code>
| Phones belonging to a '''rep / user'''
|-
| '''Account phones'''
| <code>/contact_phones/…</code>
| Phones on a '''customer account'''
|-
| '''Phone Numbers'''
| <code>/phone_numbers/</code>
| Company CallProof / Twilio numbers (purchase, forward, etc.)
|-
| '''Activate New Caller ID'''
| <code>/caller/callerid/new/</code>
| Verify outbound Caller ID for a rep phone
|}

== How to open Rep Phones ==

=== Option A — Company Directory list ===

# Sign in to CallProof.
# Open '''Company Directory''' (<code>/users/</code>).
# In the Phone Number column, click a listed phone link, '''or''' click '''Add Phone''' under that rep.
# Rep Phones opens for that person (often in a new tab from the phone link).

=== Option B — Company Directory Edit ===

# Open a user: Company Directory → Edit.
# Under phone / Twilio settings, click '''Add/Edit''' next to Default Phone.
# Address used: <code>/user_phones/<profile_id>/</code>.

=== Option C — Direct address ===

# Go to <code>/user_phones/<profile_id>/</code> for that rep’s profile ID.
# Press '''Enter'''.

== Permissions ==

* You must be '''signed in'''.
* You can only manage phones for reps in '''your company''' (wrong company → access blocked).
* '''Delete''' requires '''manager''' access.
* You cannot delete a phone that still has call history tied to it.

== What you see ==

=== Header ===

* Breadcrumb: '''Company Directory''' » '''[Rep name]''' (name links to that user’s edit page)
* '''Add Phone'''

=== Table columns ===

{| class="wikitable"
! Column
! What it shows
|-
| '''Number'''
| Formatted phone number and extension (if any)
|-
| '''Type'''
| Phone type (Home, Office, Cell, Fax, Other, Headquarters, etc.)
|-
| '''Updated'''
| Last updated date/time
|-
| '''Caller ID'''
| Green phone = Caller ID ready · Red phone = needs setup
|-
| '''Actions'''
| Edit · Delete
|}

Empty list: '''No phone number found'''

== Why Rep Phones matters ==

{| class="wikitable"
! Action
! Purpose
! When to use it
|-
| '''Add Phone'''
| Store the rep’s real numbers in CallProof.
| Onboarding or new mobile/office line.
|-
| '''Edit'''
| Fix type, number, extension, or country.
| Number change or typo.
|-
| '''Caller ID column'''
| See if the number can be used as verified outbound ID.
| Before making Twilio calls as that number.
|-
| '''Delete'''
| Remove an unused number.
| Rep left a line or duplicate entry.
|-
| '''Default Phone''' (on user edit)
| Choose which number CallProof uses by default (for example greeting recording).
| After adding phones.
|}

----

= Add a phone =

[[File:RepPhonesAdd.png|350px|thumb|right|Add Rep Phone]]

'''Popup title:''' Add Rep Phone
'''Address:''' <code>/user_phones/<profile_id>/new/</code>

=== Steps ===

# On Rep Phones, click '''Add Phone''' (or Add Phone from Company Directory).
# Fill in:

{| class="wikitable"
! Field
! Required?
! Notes
|-
| '''Phone Type'''
| Yes
| Office · Cell · Headquarters · Fax · Home · Other (options may vary)
|-
| '''Phone Number'''
| Yes
| Digits; typically 10-digit local number
|-
| '''Extension'''
| No
| Optional numeric extension
|-
| '''Country Code'''
| Yes
| Select country / dialing code
|}

# Click '''Save'''.
# Success: '''User phone added successfully'''.
# The list refreshes.

=== Validation ===

* Missing type / number / country shows required-field messages.
* Invalid number may show a form error under Phone Number.

<div style="clear:both;"></div>

= Edit a phone =

[[File:RepPhonesEdit.png|350px|thumb|right|Edit Rep Phone]]

'''Popup title:''' Edit Rep Phone
'''Address:''' <code>/user_phones/<profile_id>/edit/<phone_id>/</code>

=== Steps ===

# Click the edit (pencil) icon on a row.
# Update Phone Type, Phone Number, Extension, and/or Country Code.
# Click '''Save'''.
# Success: '''User phone updated successfully'''.

<div style="clear:both;"></div>

= Caller ID status =

[[File:RepPhonesCallerID.png|350px|thumb|right|Caller ID column]]

{| class="wikitable"
! Icon
! Meaning
! What to do
|-
| '''Green''' phone
| Caller ID is ready / verified for that number
| Click to open Caller ID details (<code>/caller/callerid/<phone_id>/</code>)
|-
| '''Red''' phone
| Caller ID is not set up yet
| Use '''Activate New Caller ID''' / Caller ID setup so CallProof can verify the number
|}

Tooltip examples:

* Ready: '''Caller ID Ready for [number]'''
* Not ready: '''Setup Caller ID for [number]'''

<div style="clear:both;"></div>

----

= Delete a phone =

=== Steps ===

# Click the trash icon.
# Confirm delete when prompted.
# Success: '''Rep phone deleted successfully'''.

=== If delete fails ===

{| class="wikitable"
! Message / situation
! What it means
|-
| '''Can not delete phone number'''
| The phone is tied to call records — it cannot be removed
|-
| Not a manager
| Delete is blocked; ask a manager
|-
| '''Rep phone deleted failed''' / not found
| Phone already gone or could not be removed — refresh and retry
|}

=== Good to know ===

* If a company Twilio number was forwarding to this rep phone, CallProof clears that forward link when the phone is deleted.

----

= Related: Default Phone on Company Directory Edit =

# Open '''Company Directory''' → Edit the user.
# Find '''Default Phone'''.
# Choose one of the rep’s phones from the dropdown.
# Use '''Add/Edit''' if you need to add numbers first on Rep Phones.
# Save the user profile.

Default phone is used for features that need “this user’s phone” (for example some call/greeting flows).

----

= Typical workflow =

# Open Company Directory → open the rep’s phones (<code>/user_phones/<id>/</code>).
# '''Add Phone''' for cell and/or office.
# Set '''Default Phone''' on the user edit page.
# Verify Caller ID until the column shows green.
# Edit or delete numbers as the rep’s lines change.

----

= Tips and important notes =

* Browser title is '''Rep Phones'''; the page breadcrumb starts at '''Company Directory'''.
* These are '''rep''' phones, not customer account phones.
* Add/Edit share the same popup form (title switches between Add Rep Phone and Edit Rep Phone).
* Green Caller ID means the number is verified for outbound use; red means complete Caller ID activation.
* Managers delete phones; others can still add/edit depending on how your company uses Company Directory.
* Opening from Company Directory phone links may use a new browser tab.

== Need help? ==

* No phone number found: click Add Phone and enter type, number, and country
* Cannot open another company’s rep: you can only manage your company’s users
* Cannot delete: confirm you are a manager and the phone has no call history blocking it
* Caller ID stays red: complete Activate New Caller ID / verification for that number
* Wrong default for calls/greetings: set Default Phone on Company Directory Edit
* Other issues: email [mailto:support@callproof.com support@callproof.com]

UserPhones (New web)

2026-07-31T11:33:30Z

Ashley DeBon: /* Validation */

Path: [[Callproof Support]] - [[New Website]] - [[Company Directory (New Web)]] - [[UserPhones (New web)]]

= Rep Phones =

'''Screen purpose:''' Manage a rep’s personal phone numbers used in CallProof — add, edit, or delete numbers, and see which ones are ready for Caller ID.
[[File:RepPhones.png|350px|thumb|Rep Phones]]

* View all phones for one rep
* Add a phone (type, number, extension, country)
* Edit an existing phone
* Delete a phone (managers)
* Check Caller ID status and open Caller ID setup when ready
* Set a default phone from Company Directory Edit (related)

'''Screen title:''' (breadcrumb) Company Directory » [Rep Name]
'''Browser title:''' Rep Phones
'''Button on page:''' Add Phone
'''Address:''' <code>/user_phones/<profile_id>/</code>

<div style="clear:both;"></div>

== How this differs from similar screens ==

{| class="wikitable"
! Screen
! Address
! What it is
|-
| '''Rep Phones''' (this page)
| <code>/user_phones/<id>/</code>
| Phones belonging to a '''rep / user'''
|-
| '''Account phones'''
| <code>/contact_phones/…</code>
| Phones on a '''customer account'''
|-
| '''Phone Numbers'''
| <code>/phone_numbers/</code>
| Company CallProof / Twilio numbers (purchase, forward, etc.)
|-
| '''Activate New Caller ID'''
| <code>/caller/callerid/new/</code>
| Verify outbound Caller ID for a rep phone
|}

== How to open Rep Phones ==

=== Option A — Company Directory list ===

# Sign in to CallProof.
# Open '''Company Directory''' (<code>/users/</code>).
# In the Phone Number column, click a listed phone link, '''or''' click '''Add Phone''' under that rep.
# Rep Phones opens for that person (often in a new tab from the phone link).

=== Option B — Company Directory Edit ===

# Open a user: Company Directory → Edit.
# Under phone / Twilio settings, click '''Add/Edit''' next to Default Phone.
# Address used: <code>/user_phones/<profile_id>/</code>.

=== Option C — Direct address ===

# Go to <code>/user_phones/<profile_id>/</code> for that rep’s profile ID.
# Press '''Enter'''.

== Permissions ==

* You must be '''signed in'''.
* You can only manage phones for reps in '''your company''' (wrong company → access blocked).
* '''Delete''' requires '''manager''' access.
* You cannot delete a phone that still has call history tied to it.

== What you see ==

=== Header ===

* Breadcrumb: '''Company Directory''' » '''[Rep name]''' (name links to that user’s edit page)
* '''Add Phone'''

=== Table columns ===

{| class="wikitable"
! Column
! What it shows
|-
| '''Number'''
| Formatted phone number and extension (if any)
|-
| '''Type'''
| Phone type (Home, Office, Cell, Fax, Other, Headquarters, etc.)
|-
| '''Updated'''
| Last updated date/time
|-
| '''Caller ID'''
| Green phone = Caller ID ready · Red phone = needs setup
|-
| '''Actions'''
| Edit · Delete
|}

Empty list: '''No phone number found'''

== Why Rep Phones matters ==

{| class="wikitable"
! Action
! Purpose
! When to use it
|-
| '''Add Phone'''
| Store the rep’s real numbers in CallProof.
| Onboarding or new mobile/office line.
|-
| '''Edit'''
| Fix type, number, extension, or country.
| Number change or typo.
|-
| '''Caller ID column'''
| See if the number can be used as verified outbound ID.
| Before making Twilio calls as that number.
|-
| '''Delete'''
| Remove an unused number.
| Rep left a line or duplicate entry.
|-
| '''Default Phone''' (on user edit)
| Choose which number CallProof uses by default (for example greeting recording).
| After adding phones.
|}

----

= Add a phone =

[[File:RepPhonesAdd.png|350px|thumb|right|Add Rep Phone]]

'''Popup title:''' Add Rep Phone
'''Address:''' <code>/user_phones/<profile_id>/new/</code>

=== Steps ===

# On Rep Phones, click '''Add Phone''' (or Add Phone from Company Directory).
# Fill in:

{| class="wikitable"
! Field
! Required?
! Notes
|-
| '''Phone Type'''
| Yes
| Office · Cell · Headquarters · Fax · Home · Other (options may vary)
|-
| '''Phone Number'''
| Yes
| Digits; typically 10-digit local number
|-
| '''Extension'''
| No
| Optional numeric extension
|-
| '''Country Code'''
| Yes
| Select country / dialing code
|}

# Click '''Save'''.
# Success: '''User phone added successfully'''.
# The list refreshes.

=== Validation ===

* Missing type / number / country shows required-field messages.
* Invalid number may show a form error under Phone Number.

<div style="clear:both;"></div>

= Edit a phone =

[[File:RepPhonesEdit.png|350px|thumb|right|Edit Rep Phone]]

'''Popup title:''' Edit Rep Phone
'''Address:''' <code>/user_phones/<profile_id>/edit/<phone_id>/</code>

=== Steps ===

# Click the edit (pencil) icon on a row.
# Update Phone Type, Phone Number, Extension, and/or Country Code.
# Click '''Save'''.
# Success: '''User phone updated successfully'''.

<div style="clear:both;"></div>

----

= Caller ID status =

[[File:RepPhonesCallerID.png|350px|thumb|right|Caller ID column]]

{| class="wikitable"
! Icon
! Meaning
! What to do
|-
| '''Green''' phone
| Caller ID is ready / verified for that number
| Click to open Caller ID details (<code>/caller/callerid/<phone_id>/</code>)
|-
| '''Red''' phone
| Caller ID is not set up yet
| Use '''Activate New Caller ID''' / Caller ID setup so CallProof can verify the number
|}

Tooltip examples:

* Ready: '''Caller ID Ready for [number]'''
* Not ready: '''Setup Caller ID for [number]'''

<div style="clear:both;"></div>

----

= Delete a phone =

=== Steps ===

# Click the trash icon.
# Confirm delete when prompted.
# Success: '''Rep phone deleted successfully'''.

=== If delete fails ===

{| class="wikitable"
! Message / situation
! What it means
|-
| '''Can not delete phone number'''
| The phone is tied to call records — it cannot be removed
|-
| Not a manager
| Delete is blocked; ask a manager
|-
| '''Rep phone deleted failed''' / not found
| Phone already gone or could not be removed — refresh and retry
|}

=== Good to know ===

* If a company Twilio number was forwarding to this rep phone, CallProof clears that forward link when the phone is deleted.

----

= Related: Default Phone on Company Directory Edit =

# Open '''Company Directory''' → Edit the user.
# Find '''Default Phone'''.
# Choose one of the rep’s phones from the dropdown.
# Use '''Add/Edit''' if you need to add numbers first on Rep Phones.
# Save the user profile.

Default phone is used for features that need “this user’s phone” (for example some call/greeting flows).

----

= Typical workflow =

# Open Company Directory → open the rep’s phones (<code>/user_phones/<id>/</code>).
# '''Add Phone''' for cell and/or office.
# Set '''Default Phone''' on the user edit page.
# Verify Caller ID until the column shows green.
# Edit or delete numbers as the rep’s lines change.

----

= Tips and important notes =

* Browser title is '''Rep Phones'''; the page breadcrumb starts at '''Company Directory'''.
* These are '''rep''' phones, not customer account phones.
* Add/Edit share the same popup form (title switches between Add Rep Phone and Edit Rep Phone).
* Green Caller ID means the number is verified for outbound use; red means complete Caller ID activation.
* Managers delete phones; others can still add/edit depending on how your company uses Company Directory.
* Opening from Company Directory phone links may use a new browser tab.

== Need help? ==

* No phone number found: click Add Phone and enter type, number, and country
* Cannot open another company’s rep: you can only manage your company’s users
* Cannot delete: confirm you are a manager and the phone has no call history blocking it
* Caller ID stays red: complete Activate New Caller ID / verification for that number
* Wrong default for calls/greetings: set Default Phone on Company Directory Edit
* Other issues: email [mailto:support@callproof.com support@callproof.com]

UserPhones (New web)

2026-07-31T11:33:14Z

Ashley DeBon:

Path: [[Callproof Support]] - [[New Website]] - [[Company Directory (New Web)]] - [[UserPhones (New web)]]

= Rep Phones =

'''Screen purpose:''' Manage a rep’s personal phone numbers used in CallProof — add, edit, or delete numbers, and see which ones are ready for Caller ID.
[[File:RepPhones.png|350px|thumb|Rep Phones]]

* View all phones for one rep
* Add a phone (type, number, extension, country)
* Edit an existing phone
* Delete a phone (managers)
* Check Caller ID status and open Caller ID setup when ready
* Set a default phone from Company Directory Edit (related)

'''Screen title:''' (breadcrumb) Company Directory » [Rep Name]
'''Browser title:''' Rep Phones
'''Button on page:''' Add Phone
'''Address:''' <code>/user_phones/<profile_id>/</code>

<div style="clear:both;"></div>

== How this differs from similar screens ==

{| class="wikitable"
! Screen
! Address
! What it is
|-
| '''Rep Phones''' (this page)
| <code>/user_phones/<id>/</code>
| Phones belonging to a '''rep / user'''
|-
| '''Account phones'''
| <code>/contact_phones/…</code>
| Phones on a '''customer account'''
|-
| '''Phone Numbers'''
| <code>/phone_numbers/</code>
| Company CallProof / Twilio numbers (purchase, forward, etc.)
|-
| '''Activate New Caller ID'''
| <code>/caller/callerid/new/</code>
| Verify outbound Caller ID for a rep phone
|}

== How to open Rep Phones ==

=== Option A — Company Directory list ===

# Sign in to CallProof.
# Open '''Company Directory''' (<code>/users/</code>).
# In the Phone Number column, click a listed phone link, '''or''' click '''Add Phone''' under that rep.
# Rep Phones opens for that person (often in a new tab from the phone link).

=== Option B — Company Directory Edit ===

# Open a user: Company Directory → Edit.
# Under phone / Twilio settings, click '''Add/Edit''' next to Default Phone.
# Address used: <code>/user_phones/<profile_id>/</code>.

=== Option C — Direct address ===

# Go to <code>/user_phones/<profile_id>/</code> for that rep’s profile ID.
# Press '''Enter'''.

== Permissions ==

* You must be '''signed in'''.
* You can only manage phones for reps in '''your company''' (wrong company → access blocked).
* '''Delete''' requires '''manager''' access.
* You cannot delete a phone that still has call history tied to it.

== What you see ==

=== Header ===

* Breadcrumb: '''Company Directory''' » '''[Rep name]''' (name links to that user’s edit page)
* '''Add Phone'''

=== Table columns ===

{| class="wikitable"
! Column
! What it shows
|-
| '''Number'''
| Formatted phone number and extension (if any)
|-
| '''Type'''
| Phone type (Home, Office, Cell, Fax, Other, Headquarters, etc.)
|-
| '''Updated'''
| Last updated date/time
|-
| '''Caller ID'''
| Green phone = Caller ID ready · Red phone = needs setup
|-
| '''Actions'''
| Edit · Delete
|}

Empty list: '''No phone number found'''

== Why Rep Phones matters ==

{| class="wikitable"
! Action
! Purpose
! When to use it
|-
| '''Add Phone'''
| Store the rep’s real numbers in CallProof.
| Onboarding or new mobile/office line.
|-
| '''Edit'''
| Fix type, number, extension, or country.
| Number change or typo.
|-
| '''Caller ID column'''
| See if the number can be used as verified outbound ID.
| Before making Twilio calls as that number.
|-
| '''Delete'''
| Remove an unused number.
| Rep left a line or duplicate entry.
|-
| '''Default Phone''' (on user edit)
| Choose which number CallProof uses by default (for example greeting recording).
| After adding phones.
|}

----

= Add a phone =

[[File:RepPhonesAdd.png|350px|thumb|right|Add Rep Phone]]

'''Popup title:''' Add Rep Phone
'''Address:''' <code>/user_phones/<profile_id>/new/</code>

=== Steps ===

# On Rep Phones, click '''Add Phone''' (or Add Phone from Company Directory).
# Fill in:

{| class="wikitable"
! Field
! Required?
! Notes
|-
| '''Phone Type'''
| Yes
| Office · Cell · Headquarters · Fax · Home · Other (options may vary)
|-
| '''Phone Number'''
| Yes
| Digits; typically 10-digit local number
|-
| '''Extension'''
| No
| Optional numeric extension
|-
| '''Country Code'''
| Yes
| Select country / dialing code
|}

# Click '''Save'''.
# Success: '''User phone added successfully'''.
# The list refreshes.

=== Validation ===

* Missing type / number / country shows required-field messages.
* Invalid number may show a form error under Phone Number.

<div style="clear:both;"></div>

----

= Edit a phone =

[[File:RepPhonesEdit.png|350px|thumb|right|Edit Rep Phone]]

'''Popup title:''' Edit Rep Phone
'''Address:''' <code>/user_phones/<profile_id>/edit/<phone_id>/</code>

=== Steps ===

# Click the edit (pencil) icon on a row.
# Update Phone Type, Phone Number, Extension, and/or Country Code.
# Click '''Save'''.
# Success: '''User phone updated successfully'''.

<div style="clear:both;"></div>

----

= Caller ID status =

[[File:RepPhonesCallerID.png|350px|thumb|right|Caller ID column]]

{| class="wikitable"
! Icon
! Meaning
! What to do
|-
| '''Green''' phone
| Caller ID is ready / verified for that number
| Click to open Caller ID details (<code>/caller/callerid/<phone_id>/</code>)
|-
| '''Red''' phone
| Caller ID is not set up yet
| Use '''Activate New Caller ID''' / Caller ID setup so CallProof can verify the number
|}

Tooltip examples:

* Ready: '''Caller ID Ready for [number]'''
* Not ready: '''Setup Caller ID for [number]'''

<div style="clear:both;"></div>

----

= Delete a phone =

=== Steps ===

# Click the trash icon.
# Confirm delete when prompted.
# Success: '''Rep phone deleted successfully'''.

=== If delete fails ===

{| class="wikitable"
! Message / situation
! What it means
|-
| '''Can not delete phone number'''
| The phone is tied to call records — it cannot be removed
|-
| Not a manager
| Delete is blocked; ask a manager
|-
| '''Rep phone deleted failed''' / not found
| Phone already gone or could not be removed — refresh and retry
|}

=== Good to know ===

* If a company Twilio number was forwarding to this rep phone, CallProof clears that forward link when the phone is deleted.

----

= Related: Default Phone on Company Directory Edit =

# Open '''Company Directory''' → Edit the user.
# Find '''Default Phone'''.
# Choose one of the rep’s phones from the dropdown.
# Use '''Add/Edit''' if you need to add numbers first on Rep Phones.
# Save the user profile.

Default phone is used for features that need “this user’s phone” (for example some call/greeting flows).

----

= Typical workflow =

# Open Company Directory → open the rep’s phones (<code>/user_phones/<id>/</code>).
# '''Add Phone''' for cell and/or office.
# Set '''Default Phone''' on the user edit page.
# Verify Caller ID until the column shows green.
# Edit or delete numbers as the rep’s lines change.

----

= Tips and important notes =

* Browser title is '''Rep Phones'''; the page breadcrumb starts at '''Company Directory'''.
* These are '''rep''' phones, not customer account phones.
* Add/Edit share the same popup form (title switches between Add Rep Phone and Edit Rep Phone).
* Green Caller ID means the number is verified for outbound use; red means complete Caller ID activation.
* Managers delete phones; others can still add/edit depending on how your company uses Company Directory.
* Opening from Company Directory phone links may use a new browser tab.

== Need help? ==

* No phone number found: click Add Phone and enter type, number, and country
* Cannot open another company’s rep: you can only manage your company’s users
* Cannot delete: confirm you are a manager and the phone has no call history blocking it
* Caller ID stays red: complete Activate New Caller ID / verification for that number
* Wrong default for calls/greetings: set Default Phone on Company Directory Edit
* Other issues: email [mailto:support@callproof.com support@callproof.com]

UserPhones (New web)

2026-07-31T11:32:44Z

Ashley DeBon:

Path: [[Callproof Support]] - [[New Website]] - [[Company Directory (New Web)]] - [[Rep Phones]]

= Rep Phones =

'''Screen purpose:''' Manage a rep’s personal phone numbers used in CallProof — add, edit, or delete numbers, and see which ones are ready for Caller ID.
[[File:RepPhones.png|350px|thumb|Rep Phones]]

* View all phones for one rep
* Add a phone (type, number, extension, country)
* Edit an existing phone
* Delete a phone (managers)
* Check Caller ID status and open Caller ID setup when ready
* Set a default phone from Company Directory Edit (related)

'''Screen title:''' (breadcrumb) Company Directory » [Rep Name]
'''Browser title:''' Rep Phones
'''Button on page:''' Add Phone
'''Address:''' <code>/user_phones/<profile_id>/</code>

<div style="clear:both;"></div>

== How this differs from similar screens ==

{| class="wikitable"
! Screen
! Address
! What it is
|-
| '''Rep Phones''' (this page)
| <code>/user_phones/<id>/</code>
| Phones belonging to a '''rep / user'''
|-
| '''Account phones'''
| <code>/contact_phones/…</code>
| Phones on a '''customer account'''
|-
| '''Phone Numbers'''
| <code>/phone_numbers/</code>
| Company CallProof / Twilio numbers (purchase, forward, etc.)
|-
| '''Activate New Caller ID'''
| <code>/caller/callerid/new/</code>
| Verify outbound Caller ID for a rep phone
|}

== How to open Rep Phones ==

=== Option A — Company Directory list ===

# Sign in to CallProof.
# Open '''Company Directory''' (<code>/users/</code>).
# In the Phone Number column, click a listed phone link, '''or''' click '''Add Phone''' under that rep.
# Rep Phones opens for that person (often in a new tab from the phone link).

=== Option B — Company Directory Edit ===

# Open a user: Company Directory → Edit.
# Under phone / Twilio settings, click '''Add/Edit''' next to Default Phone.
# Address used: <code>/user_phones/<profile_id>/</code>.

=== Option C — Direct address ===

# Go to <code>/user_phones/<profile_id>/</code> for that rep’s profile ID.
# Press '''Enter'''.

== Permissions ==

* You must be '''signed in'''.
* You can only manage phones for reps in '''your company''' (wrong company → access blocked).
* '''Delete''' requires '''manager''' access.
* You cannot delete a phone that still has call history tied to it.

== What you see ==

=== Header ===

* Breadcrumb: '''Company Directory''' » '''[Rep name]''' (name links to that user’s edit page)
* '''Add Phone'''

=== Table columns ===

{| class="wikitable"
! Column
! What it shows
|-
| '''Number'''
| Formatted phone number and extension (if any)
|-
| '''Type'''
| Phone type (Home, Office, Cell, Fax, Other, Headquarters, etc.)
|-
| '''Updated'''
| Last updated date/time
|-
| '''Caller ID'''
| Green phone = Caller ID ready · Red phone = needs setup
|-
| '''Actions'''
| Edit · Delete
|}

Empty list: '''No phone number found'''

== Why Rep Phones matters ==

{| class="wikitable"
! Action
! Purpose
! When to use it
|-
| '''Add Phone'''
| Store the rep’s real numbers in CallProof.
| Onboarding or new mobile/office line.
|-
| '''Edit'''
| Fix type, number, extension, or country.
| Number change or typo.
|-
| '''Caller ID column'''
| See if the number can be used as verified outbound ID.
| Before making Twilio calls as that number.
|-
| '''Delete'''
| Remove an unused number.
| Rep left a line or duplicate entry.
|-
| '''Default Phone''' (on user edit)
| Choose which number CallProof uses by default (for example greeting recording).
| After adding phones.
|}

----

= Add a phone =

[[File:RepPhonesAdd.png|350px|thumb|right|Add Rep Phone]]

'''Popup title:''' Add Rep Phone
'''Address:''' <code>/user_phones/<profile_id>/new/</code>

=== Steps ===

# On Rep Phones, click '''Add Phone''' (or Add Phone from Company Directory).
# Fill in:

{| class="wikitable"
! Field
! Required?
! Notes
|-
| '''Phone Type'''
| Yes
| Office · Cell · Headquarters · Fax · Home · Other (options may vary)
|-
| '''Phone Number'''
| Yes
| Digits; typically 10-digit local number
|-
| '''Extension'''
| No
| Optional numeric extension
|-
| '''Country Code'''
| Yes
| Select country / dialing code
|}

# Click '''Save'''.
# Success: '''User phone added successfully'''.
# The list refreshes.

=== Validation ===

* Missing type / number / country shows required-field messages.
* Invalid number may show a form error under Phone Number.

<div style="clear:both;"></div>

----

= Edit a phone =

[[File:RepPhonesEdit.png|350px|thumb|right|Edit Rep Phone]]

'''Popup title:''' Edit Rep Phone
'''Address:''' <code>/user_phones/<profile_id>/edit/<phone_id>/</code>

=== Steps ===

# Click the edit (pencil) icon on a row.
# Update Phone Type, Phone Number, Extension, and/or Country Code.
# Click '''Save'''.
# Success: '''User phone updated successfully'''.

<div style="clear:both;"></div>

----

= Caller ID status =

[[File:RepPhonesCallerID.png|350px|thumb|right|Caller ID column]]

{| class="wikitable"
! Icon
! Meaning
! What to do
|-
| '''Green''' phone
| Caller ID is ready / verified for that number
| Click to open Caller ID details (<code>/caller/callerid/<phone_id>/</code>)
|-
| '''Red''' phone
| Caller ID is not set up yet
| Use '''Activate New Caller ID''' / Caller ID setup so CallProof can verify the number
|}

Tooltip examples:

* Ready: '''Caller ID Ready for [number]'''
* Not ready: '''Setup Caller ID for [number]'''

<div style="clear:both;"></div>

----

= Delete a phone =

=== Steps ===

# Click the trash icon.
# Confirm delete when prompted.
# Success: '''Rep phone deleted successfully'''.

=== If delete fails ===

{| class="wikitable"
! Message / situation
! What it means
|-
| '''Can not delete phone number'''
| The phone is tied to call records — it cannot be removed
|-
| Not a manager
| Delete is blocked; ask a manager
|-
| '''Rep phone deleted failed''' / not found
| Phone already gone or could not be removed — refresh and retry
|}

=== Good to know ===

* If a company Twilio number was forwarding to this rep phone, CallProof clears that forward link when the phone is deleted.

----

= Related: Default Phone on Company Directory Edit =

# Open '''Company Directory''' → Edit the user.
# Find '''Default Phone'''.
# Choose one of the rep’s phones from the dropdown.
# Use '''Add/Edit''' if you need to add numbers first on Rep Phones.
# Save the user profile.

Default phone is used for features that need “this user’s phone” (for example some call/greeting flows).

----

= Typical workflow =

# Open Company Directory → open the rep’s phones (<code>/user_phones/<id>/</code>).
# '''Add Phone''' for cell and/or office.
# Set '''Default Phone''' on the user edit page.
# Verify Caller ID until the column shows green.
# Edit or delete numbers as the rep’s lines change.

----

= Tips and important notes =

* Browser title is '''Rep Phones'''; the page breadcrumb starts at '''Company Directory'''.
* These are '''rep''' phones, not customer account phones.
* Add/Edit share the same popup form (title switches between Add Rep Phone and Edit Rep Phone).
* Green Caller ID means the number is verified for outbound use; red means complete Caller ID activation.
* Managers delete phones; others can still add/edit depending on how your company uses Company Directory.
* Opening from Company Directory phone links may use a new browser tab.

== Need help? ==

* No phone number found: click Add Phone and enter type, number, and country
* Cannot open another company’s rep: you can only manage your company’s users
* Cannot delete: confirm you are a manager and the phone has no call history blocking it
* Caller ID stays red: complete Activate New Caller ID / verification for that number
* Wrong default for calls/greetings: set Default Phone on Company Directory Edit
* Other issues: email [mailto:support@callproof.com support@callproof.com]

UserPhones (New web)

2026-07-31T11:29:13Z

Ashley DeBon: Created page with "Path: Callproof Support - New Website - Rep Phones = Rep Phones = '''Screen purpose:''' Manage a rep’s personal phone numbers used in CallProof — add, edit,..."

Path: [[Callproof Support]] - [[New Website]] - [[Rep Phones]]

= Rep Phones =

'''Screen purpose:''' Manage a rep’s personal phone numbers used in CallProof — add, edit, or delete numbers, and see which ones are ready for Caller ID.
[[File:RepPhones.png|350px|thumb|Rep Phones]]

* View all phones for one rep
* Add a phone (type, number, extension, country)
* Edit an existing phone
* Delete a phone (managers)
* Check Caller ID status and open Caller ID setup when ready
* Set a default phone from Company Directory Edit (related)

'''Screen title:''' (breadcrumb) Company Directory » [Rep Name]
'''Browser title:''' Rep Phones
'''Button on page:''' Add Phone
'''Address:''' <code>/user_phones/<profile_id>/</code>

<div style="clear:both;"></div>

== How this differs from similar screens ==

{| class="wikitable"
! Screen
! Address
! What it is
|-
| '''Rep Phones''' (this page)
| <code>/user_phones/<id>/</code>
| Phones belonging to a '''rep / user'''
|-
| '''Account phones'''
| <code>/contact_phones/…</code>
| Phones on a '''customer account'''
|-
| '''Phone Numbers'''
| <code>/phone_numbers/</code>
| Company CallProof / Twilio numbers (purchase, forward, etc.)
|-
| '''Activate New Caller ID'''
| <code>/caller/callerid/new/</code>
| Verify outbound Caller ID for a rep phone
|}

== How to open Rep Phones ==

=== Option A — Company Directory list ===

# Sign in to CallProof.
# Open '''Company Directory''' (<code>/users/</code>).
# In the Phone Number column, click a listed phone link, '''or''' click '''Add Phone''' under that rep.
# Rep Phones opens for that person (often in a new tab from the phone link).

=== Option B — Company Directory Edit ===

# Open a user: Company Directory → Edit.
# Under phone / Twilio settings, click '''Add/Edit''' next to Default Phone.
# Address used: <code>/user_phones/<profile_id>/</code>.

=== Option C — Direct address ===

# Go to <code>/user_phones/<profile_id>/</code> for that rep’s profile ID.
# Press '''Enter'''.

== Permissions ==

* You must be '''signed in'''.
* You can only manage phones for reps in '''your company''' (wrong company → access blocked).
* '''Delete''' requires '''manager''' access.
* You cannot delete a phone that still has call history tied to it.

== What you see ==

=== Header ===

* Breadcrumb: '''Company Directory''' » '''[Rep name]''' (name links to that user’s edit page)
* '''Add Phone'''

=== Table columns ===

{| class="wikitable"
! Column
! What it shows
|-
| '''Number'''
| Formatted phone number and extension (if any)
|-
| '''Type'''
| Phone type (Home, Office, Cell, Fax, Other, Headquarters, etc.)
|-
| '''Updated'''
| Last updated date/time
|-
| '''Caller ID'''
| Green phone = Caller ID ready · Red phone = needs setup
|-
| '''Actions'''
| Edit · Delete
|}

Empty list: '''No phone number found'''

== Why Rep Phones matters ==

{| class="wikitable"
! Action
! Purpose
! When to use it
|-
| '''Add Phone'''
| Store the rep’s real numbers in CallProof.
| Onboarding or new mobile/office line.
|-
| '''Edit'''
| Fix type, number, extension, or country.
| Number change or typo.
|-
| '''Caller ID column'''
| See if the number can be used as verified outbound ID.
| Before making Twilio calls as that number.
|-
| '''Delete'''
| Remove an unused number.
| Rep left a line or duplicate entry.
|-
| '''Default Phone''' (on user edit)
| Choose which number CallProof uses by default (for example greeting recording).
| After adding phones.
|}

----

= Add a phone =

[[File:RepPhonesAdd.png|350px|thumb|right|Add Rep Phone]]

'''Popup title:''' Add Rep Phone
'''Address:''' <code>/user_phones/<profile_id>/new/</code>

=== Steps ===

# On Rep Phones, click '''Add Phone''' (or Add Phone from Company Directory).
# Fill in:

{| class="wikitable"
! Field
! Required?
! Notes
|-
| '''Phone Type'''
| Yes
| Office · Cell · Headquarters · Fax · Home · Other (options may vary)
|-
| '''Phone Number'''
| Yes
| Digits; typically 10-digit local number
|-
| '''Extension'''
| No
| Optional numeric extension
|-
| '''Country Code'''
| Yes
| Select country / dialing code
|}

# Click '''Save'''.
# Success: '''User phone added successfully'''.
# The list refreshes.

=== Validation ===

* Missing type / number / country shows required-field messages.
* Invalid number may show a form error under Phone Number.

<div style="clear:both;"></div>

----

= Edit a phone =

[[File:RepPhonesEdit.png|350px|thumb|right|Edit Rep Phone]]

'''Popup title:''' Edit Rep Phone
'''Address:''' <code>/user_phones/<profile_id>/edit/<phone_id>/</code>

=== Steps ===

# Click the edit (pencil) icon on a row.
# Update Phone Type, Phone Number, Extension, and/or Country Code.
# Click '''Save'''.
# Success: '''User phone updated successfully'''.

<div style="clear:both;"></div>

----

= Caller ID status =

[[File:RepPhonesCallerID.png|350px|thumb|right|Caller ID column]]

{| class="wikitable"
! Icon
! Meaning
! What to do
|-
| '''Green''' phone
| Caller ID is ready / verified for that number
| Click to open Caller ID details (<code>/caller/callerid/<phone_id>/</code>)
|-
| '''Red''' phone
| Caller ID is not set up yet
| Use '''Activate New Caller ID''' / Caller ID setup so CallProof can verify the number
|}

Tooltip examples:

* Ready: '''Caller ID Ready for [number]'''
* Not ready: '''Setup Caller ID for [number]'''

<div style="clear:both;"></div>

----

= Delete a phone =

=== Steps ===

# Click the trash icon.
# Confirm delete when prompted.
# Success: '''Rep phone deleted successfully'''.

=== If delete fails ===

{| class="wikitable"
! Message / situation
! What it means
|-
| '''Can not delete phone number'''
| The phone is tied to call records — it cannot be removed
|-
| Not a manager
| Delete is blocked; ask a manager
|-
| '''Rep phone deleted failed''' / not found
| Phone already gone or could not be removed — refresh and retry
|}

=== Good to know ===

* If a company Twilio number was forwarding to this rep phone, CallProof clears that forward link when the phone is deleted.

----

= Related: Default Phone on Company Directory Edit =

# Open '''Company Directory''' → Edit the user.
# Find '''Default Phone'''.
# Choose one of the rep’s phones from the dropdown.
# Use '''Add/Edit''' if you need to add numbers first on Rep Phones.
# Save the user profile.

Default phone is used for features that need “this user’s phone” (for example some call/greeting flows).

----

= Typical workflow =

# Open Company Directory → open the rep’s phones (<code>/user_phones/<id>/</code>).
# '''Add Phone''' for cell and/or office.
# Set '''Default Phone''' on the user edit page.
# Verify Caller ID until the column shows green.
# Edit or delete numbers as the rep’s lines change.

----

= Tips and important notes =

* Browser title is '''Rep Phones'''; the page breadcrumb starts at '''Company Directory'''.
* These are '''rep''' phones, not customer account phones.
* Add/Edit share the same popup form (title switches between Add Rep Phone and Edit Rep Phone).
* Green Caller ID means the number is verified for outbound use; red means complete Caller ID activation.
* Managers delete phones; others can still add/edit depending on how your company uses Company Directory.
* Opening from Company Directory phone links may use a new browser tab.

== Need help? ==

* No phone number found: click Add Phone and enter type, number, and country
* Cannot open another company’s rep: you can only manage your company’s users
* Cannot delete: confirm you are a manager and the phone has no call history blocking it
* Caller ID stays red: complete Activate New Caller ID / verification for that number
* Wrong default for calls/greetings: set Default Phone on Company Directory Edit
* Other issues: email [mailto:support@callproof.com support@callproof.com]

Company Directory (New Web)

2026-07-31T11:27:44Z

Ashley DeBon: /* Quick Links */

Path: [[Callproof Support]] - [[New Website]] - [[Settings Menu]] - [[Company Directory (New Web)]]

= Company Directory =

'''Screen purpose:''' Manage your company’s reps and managers in one place — search them, add or invite new users, enable/disable accounts, and open a profile to set permissions, markets, phones, and more.
[[File:CompanyDirectory.png|350px|thumb|Company Directory]]

* Browse all company users
* Search, sort, and filter by Active / Disabled
* Add a rep (or copy / replace an existing user)
* Edit a user’s settings and access
* Import, export, and invite reps
* Enable or disable accounts
* Jump to tasks, map history, GPS sync, and phones

'''Screen title:''' Company Directory
'''Browser title:''' Company Directory
'''Address:''' <code>/users/</code>
'''Edit screen:''' Company Directory » [Name] — <code>/users/edit/<id>/</code>

<div style="clear:both;"></div>

== How this differs from similar screens ==

{| class="wikitable"
! Screen
! Address
! What it is
|-
| '''Company Directory''' (this page)
| <code>/users/</code>
| Create and manage user accounts, roles, phones, markets, and access.
|-
| '''Rep Subscriptions'''
| <code>/mail/users/</code>
| Which CallProof emails/reports each user receives — not user creation.
|-
| '''Caller ID'''
| <code>/caller/callerid/new/</code>
| Verify outbound calling numbers for reps.
|}

== How to open Company Directory ==

=== Option A — Main menu ===

# Sign in to CallProof.
# Open '''Company Directory''' / '''Users''' from the menu.

=== Option B — Quick Links (from Titles / related screens) ===

# Open a screen that includes '''Quick Links → Company Directory'''.

=== Option C — Direct address ===

# Go to your CallProof site and add <code>/users/</code>.
# Press '''Enter'''.

== Permissions ==

* You must be '''signed in'''.
* Access may require '''Can View Company Directory''' (or manager access), depending on your company menu setup.
* Adding, editing, inviting, importing, and disabling users is typically a '''manager''' / admin task.
* If you do not have access, CallProof may show permission denied and return you to home.

== What you see on the list ==

=== Header ===

* '''Company Directory''' title
* '''Add Rep'''
* '''Quick Links''' — Import Reps · Export Reps · Export Reps History Details · Invite Reps · Update User Settings · Rep Stats HTML

=== Filters ===

{| class="wikitable"
! Field
! Notes
|-
| '''Search Reps'''
| Find users by name / search text
|-
| '''Store Caller ID'''
| Dealer companies only — filter by store phone
|-
| '''Sort'''
| '''Name''' · '''Reverse Name'''
|-
| '''User Status'''
| '''Active''' · '''Disabled''' · '''Both'''
|-
| '''Filter''' / '''Clear'''
| Apply or reset the list filters
|}

=== Table columns ===

{| class="wikitable"
! Column
! What it shows
|-
| '''Name'''
| Photo, name, title, Enabled/disabled status, Manager / Can Delete flags, last activity date
|-
| '''Address'''
| Address; lat/lon when present; dealer fields (Store, Caller ID, Message Caller ID) when applicable
|-
| '''Markets'''
| Markets assigned to the user
|-
| '''Phone Number'''
| Mobile app versions (when available), listed phones, '''Add Phone'''
|-
| '''Accounts'''
| Contact visibility (radius / unassigned), assigned & unassigned counts
|-
| '''GPS'''
| GPS tracking On / Off icon
|-
| '''Actions'''
| Edit · Add Task · Map history · Sync GPS settings
|}

== Why Company Directory matters ==

{| class="wikitable"
! Action
! Purpose
! When to use it
|-
| '''Add / Invite Rep'''
| Give a new teammate access to CallProof.
| Onboarding.
|-
| '''Edit profile / settings'''
| Control role, markets, contact access, Twilio, and more.
| Permissions or territory changes.
|-
| '''Enable / Disable'''
| Turn access on or off without deleting history.
| Leave of absence or departure.
|-
| '''Import / Export'''
| Bulk load or download rep data.
| Rollouts and audits.
|-
| '''Map / Sync / Phones'''
| Support field ops from the directory row.
| GPS issues, missing phones, follow-ups.
|}

= Filter the directory =

[[File:CompanyDirectoryFilter.png|350px|thumb|right|Search and filter reps]]

=== Steps ===

# Enter text in '''Search Reps''' (optional).
# Choose '''Sort''' and '''User Status''' (Active / Disabled / Both).
# Dealer companies: optionally choose '''Store Caller ID'''.
# Click '''Filter'''.
# Click '''Clear''' to reset.

<div style="clear:both;"></div>

= Add a Rep =
<div style="float:right; margin:0 0 1em 1em;">

{| style="border:0;"
| [[File:CompanyDirectoryAddRep.png|350px|thumb|right|Add Rep panel]]
| [[File:CompanyDirectoryCopyExistUser.png|350px|thumb|right|Copy Existing User]]
| [[File:CompanyDirectoryReplaceExistUser.png|350px|thumb|right|Replace Existing User]]
|}

</div>

=== Steps — create a new user ===

# Click '''Add Rep'''.
# Fill in the side panel:
** '''First Name''' / '''Last Name'''
** '''Email'''
** '''Title'''
** '''Password''' / '''Confirm Password'''
# Click '''Create User'''.
# Success message confirms the user was added; you are usually taken to their edit page.

=== Copy Existing User ===
# Fill the new user’s basic fields.
# Click '''Copy Existing User'''.
# Choose the user whose settings should be copied.
# Confirm — useful when a new hire should match an existing role setup.

=== Replace Existing User ===
# Use '''Replace Existing User''' when one person is taking over another’s seat/settings.
# Follow the confirmation prompts (may include disabling the previous account).

=== Good to know ===

* Password fields have show/hide eye icons.
* Title defaults may include '''Other''' when nothing else is selected.

<div style="clear:both;"></div>

= Edit a user (Company Directory Edit) =

<div style="float:right; margin:0 0 1em 1em;">

{| style="border:0;"
| [[File:CompanyDirectoryEdit.png|350px|thumb|right|Edit user settings click (pencil) icon]]
| [[File:CompanyDirectoryEditView.png|350px|thumb|right|Edit user settings]]
|}

</div>

'''Breadcrumb:''' Company Directory » [User name]
'''Address:''' <code>/users/edit/<id>/</code>

=== Steps ===

# Click the user’s name, photo, or '''Edit''' (pencil).
# Review sections such as:
** '''Role''' (for example Is A Manager)
** '''User Access''' (unassigned leads, delete contacts, view company directory, and related toggles)
** '''User Details''' (profile information)
** '''Places Category'''
** '''Twilio Setting''' / '''Phone Number Management''' (when enabled)
** '''Market List'''
** '''Rep''' profile details
# Click '''Save''' (Save All Settings) when finished.
# Success message: profile / settings updated.

=== Good to know ===

* Many toggles are company-specific — only options your company uses will matter.
* Use Quick Links from the edit page for Import / Export / Invite / Update User Settings as needed.

<div style="clear:both;"></div>

= Enable or disable an account =
<div style="float:right; margin:0 0 1em 1em;">

{| style="border:0;"
| [[File:AccountEnable.png|350px|thumb|Click the Account Enabled]]
| [[File:AccountDisable.png|350px|thumb|right|Click the Account Disabled]]
|}

</div>
=== Disable ===

# On the list, click '''Account Enabled''' (green) for that user.
# Confirm in the disable popup.
# Success: '''Rep account disabled successfully'''.
# Status changes to '''Account Disabled'''.

=== Enable ===

# Click '''Account Disabled'''.
# Success: '''Rep account enabled successfully'''.

=== Good to know ===

* Disabling blocks login/access without removing historical activity.
* Filter by '''Disabled''' or '''Both''' to find inactive users.

= Row actions =

{| class="wikitable"
! Action
! What it does
|-
| '''Edit'''
| Open Company Directory Edit for that user
|-
| '''Add Task'''
| Start a task for that user (<code>/followups/add_task/…</code>)
|-
| '''Map'''
| Open that user’s location history
|-
| '''Sync'''
| Open / update GPS sync settings for the user
|-
| '''Add Phone'''
| Add a phone number to the rep
|-
| Phone links
| Open the user’s phone list (<code>/user_phones/…</code>)
|}

= Quick Links =

[[File:CompanyDirectoryQuickLinks.png|350px|thumb|right|Company Directory Quick Links]]

{| class="wikitable"
! Link
! Purpose
|-
| '''Import Reps'''
| Upload a file of reps (sample CSV available from the import flow)
|-
| '''Export Reps'''
| Download company reps (<code>/users/export/</code>)
|-
| '''Export Reps History Details'''
| Export historical rep details (<code>/users/export/history/</code>)
|-
| '''Invite Reps'''
| Enter up to five emails and send invites
|-
| '''Update User Settings'''
| Bulk / master user settings screen
|-
| '''Rep Stats HTML'''
| Save / update company rep stats HTML content
|}

=== Invite Reps — steps ===
[[File:CompanyDirectoryInviteRep.png|350px|thumb|right|Company Directory Invite Reps]]

# Quick Links → '''Invite Reps'''.
# Enter one or more emails (up to five fields).
# Click '''Submit'''.
# Success when invites are sent (for example new user added and invite sent).

*[[UserPhones (New web)]]

<div style="clear:both;"></div>

= Typical workflow =

# Open <code>/users/</code>.
# Filter to '''Active''' users.
# '''Add Rep''' or '''Invite Reps''' for a new teammate.
# Open '''Edit''' and set Role, Markets, User Access, and phones.
# '''Save'''.
# Confirm the row shows Account Enabled, correct markets, and GPS as intended.
# When someone leaves, '''Disable''' the account instead of deleting history.

= Tips and important notes =

* Company Directory manages '''people who log into CallProof'''; Accounts/Contacts manage customers.
* Use '''Both''' under User Status when searching for someone who may be disabled.
* Manager and Can Delete flags appear under the name for quick scanning.
* Dealer companies see extra Store / Caller ID fields on the list and filter.
* After creating a user, finish setup on the edit page (markets and access matter as much as the password).
* Export/import are for bulk admin work; day-to-day changes use Add Rep and Edit.

== Need help? ==

* Cannot open Company Directory: ask a manager for Can View Company Directory / menu access
* User cannot log in: confirm Account Enabled and that invite/password setup completed
* Wrong markets or contacts: edit the user and fix Market List / contact radius access
* Import failed: download the sample file and match columns before re-uploading
* Other issues: email [mailto:support@callproof.com support@callproof.com]

File:AccountCompaniesExport.png

2026-07-31T09:11:57Z

Ashley DeBon:

File:AccountCompaniesActions.png

2026-07-31T09:10:46Z

Ashley DeBon:

File:AccountCompaniesRename.png

2026-07-31T09:10:07Z

Ashley DeBon:

File:AccountCompaniesAdd.png

2026-07-31T09:09:09Z

Ashley DeBon:

Companies (New web)

2026-07-31T09:03:19Z

Ashley DeBon: /* Why Account Companies matters */

Path: [[Callproof Support]] - [[New Website]] - [[Accounts (New web)]] - [[Companies (New web)]]
= Account Companies =

'''Screen purpose:''' Browse and manage company names that group your Accounts — search companies, rename them, add a new company, jump into accounts, and run common account actions from one list.
[[File:AccountCompanies.png|350px|thumb|Account Companies]]

* Browse companies and their linked accounts
* Search, sort, and limit results
* Add a company name (then finish the account)
* Rename a company
* Open / edit the related account
* Add contacts, phones, tasks, opportunities, event forms
* Call from listed phones (when calling is enabled)
* Build a route from mapped accounts
* Export a Companies report

'''Screen title:''' Account Companies

'''Browser title:''' CallProof :: Account Companies

'''Menu label:''' Companies (on many Quick Links menus)

'''Address:''' <code>/contact_companies/</code>

<div style="clear:both;"></div>

== How this differs from Accounts ==

{| class="wikitable"
! Screen
! Address
! What it is
|-
| '''Account Companies''' (this page)
| <code>/contact_companies/</code>
| Company-name list (parent company records) with linked account details and actions
|-
| '''Accounts'''
| <code>/contacts/</code>
| Full account/contact list and filters
|-
| '''Add Account'''
| <code>/contacts/add_new_account/</code>
| Create a full account in one flow
|}

Think of '''Companies''' as the company name layer, and '''Accounts''' as the full account records under those names.

== How to open Account Companies ==

=== Option A — Quick Links ===

# Sign in to CallProof.
# From Accounts or a related screen, open '''Quick Links'''.
# Click '''Companies'''.

=== Option B — Direct address ===

# Go to your CallProof site and add <code>/contact_companies/</code>.
# Press '''Enter'''.

=== Option C — From this page’s Quick Links ===

# On Account Companies, '''Quick Links''' also includes Account, Call History, Autotext, Add Account, Import, Export Accounts, Do Not Call, and Labels.

== Permissions ==

* You must be '''signed in'''.
* The list respects your contact visibility (assigned accounts / unassigned leads / radius settings).
* '''Delete''' appears for managers or users with delete-contacts permission.
* Calling buttons appear only when your company has those calling options enabled.

== What you see ==

=== Header ===

* '''Account Companies''' title
* '''Add Company'''
* '''Quick Links'''
* '''Filter'''

=== Table columns ===

{| class="wikitable"
! Column
! What it shows
|-
| (photo)
| Account image / type icon / initials — links to account edit
|-
| '''Name'''
| Company name (click to rename)
|-
| '''Address'''
| Full address, lat/long (if present), Last Contacted, people (Contacts), Sales Reps
|-
| '''Phone'''
| Up to several phones with call actions; '''Show More''' when there are more than three
|-
| '''Type'''
| Account type
|-
| '''Actions'''
| Event forms, Add Task, Add Opportunity, Edit, Delete, Route, Add Contacts, Rename company, Add Phone
|}

Empty list: '''No account company found'''

=== Footer / extras ===

* Pagination
* '''Export Companies Report''' (when the list has rows)
* '''Save Route''' (when you add mapped accounts to a route)

== Why Account Companies matters ==

{| class="wikitable"
! Action
! Purpose
! When to use it
|-
| '''Add Company'''
| Create a company name, then finish the account.
| New customer organization.
|-
| '''Rename company'''
| Correct spelling or rebrand without rebuilding the account.
| Data cleanup.
|-
| '''Filter / search'''
| Find a company by name, city, state, ZIP, etc.
| Daily lookup.
|-
| '''Account actions'''
| Work the linked account from the company list.
| Fast follow-up without switching screens first.
|-
| '''Export Companies Report'''
| Email a companies export file.
| Reporting and backups.
|}

= Filter companies =

[[File:AccountCompaniesFilter.png|350px|thumb|right|Filter Companies]]

=== Steps ===

# Click the '''Filter''' button (panel title: '''Filter Companies''').
# Set any of:

{| class="wikitable"
! Field
! Notes
|-
| '''Search'''
| Free text — example hint: ABC Corp, TN, 37080, Nashville
|-
| '''Company'''
| Pick from the company name list
|-
| '''Sort'''
| '''Alphabetical''' · '''Rev Alphabetical''' · '''Date Added''' · '''Rev Date Added'''
|-
| '''Max Result'''
| 50 · 100 · 1000 · 5000 · 10000
|}

# Apply / Search to refresh the list.
# Clear to reset filters.

<div style="clear:both;"></div>

= Add Company =

[[File:AccountCompaniesAdd.png|350px|thumb|right|Add Company popup]]

'''Popup title:''' Add Company
'''Address:''' <code>/contact_companies/new/</code>

=== Steps ===

# Click '''Add Company''' (or Quick Links → Add Company on other screens).
# Enter '''Company Name''' (max 64 characters in the popup field).
# Click '''Save'''.
# Success: '''Contact company added successfully'''.
# CallProof opens the new-account flow: <code>/contacts/new/<company_id>/</code> so you can finish account details.

=== Good to know ===

* Adding a company name alone is only the first step — complete the account form next.
* To add a full account another way: Quick Links → '''Add Account'''.

<div style="clear:both;"></div>

= Rename a company =

[[File:AccountCompaniesRename.png|350px|thumb|right|Update Company]]

'''Popup title:''' Update Company

=== Steps ===

# Click the company '''Name''', or the company-name edit icon in Actions.
# Change '''Company Name'''.
# Click '''Save'''.
# Success: '''Contact company updated successfully'''.
# You are redirected to the related account edit page (or company edit if no account is linked yet).

<div style="clear:both;"></div>

= Work with the linked account (row actions) =

[[File:AccountCompaniesActions.png|350px|thumb|right|Company row actions]]

{| class="wikitable"
! Action
! What it does
|-
| Photo / Edit
| Open account edit (<code>/contacts/edit/<id>/</code>)
|-
| Location / lat-long
| Open the account when coordinates exist
|-
| Phone link
| Open that account’s phones (<code>/contact_phones/<id>/</code>)
|-
| Call icons
| Green: call mobile first · Computer soft call · Carrier/client call (when enabled)
|-
| Event Form list
| Start an available event form for the account
|-
| Add Task
| Create a task for the account
|-
| Add Opportunity
| Create an opportunity for the account
|-
| Delete
| Delete the linked account (permission required)
|-
| Add / Remove Route
| Include the account in a route (needs lat/long)
|-
| Add Contacts
| Add a person under the account
|-
| Add Phone
| Add a phone to the account
|-
| Show More / Show Less
| Expand or collapse extra phone numbers
|}

=== Delete ===

# Click trash (if shown).
# Confirm.
# Success typically: account deleted message.
# Without permission, delete is blocked.

<div style="clear:both;"></div>

= Save a route =

=== Steps ===

# On rows with map coordinates, click '''Add Route''' (map icon).
# The icon switches to remove-route; the route counter updates.
# Click '''Save Route''' at the bottom of the list area.
# Follow the save-route prompts to name/store the route.
# Use gray map (no lat/long) rows only after the account has a valid location.

= Export Companies Report =

[[File:AccountCompaniesExport.png|350px|thumb|right|Export Companies]]

'''Popup title:''' Export Companies
'''Address:''' <code>/contact_companies/export/</code>

=== Steps ===

# With results on the list, click '''Export Companies Report''' (near pagination).
# Read the schedule message — the report runs in the background and is emailed to you.
# Optionally check '''Include All Contact Details and Custom Fields'''.
# Create / schedule the export.
# Success: '''A new export has been scheduled successfully''' (or similar).
# When finished, open the emailed file or your '''Exports''' page.

=== If an export is already running ===

* CallProof may say an export is already in process — wait until it finishes, then try again.
* Completed exports can also be opened from Exports.

<div style="clear:both;"></div>

= Typical workflow =

# Open <code>/contact_companies/</code>.
# Filter or search for the company.
# Click the name to rename, or Edit to open the account.
# Use Add Task / Opportunity / Phone / Contacts as needed.
# Optionally add mapped accounts to a route and '''Save Route'''.
# For bulk reporting, run '''Export Companies Report'''.

= Tips and important notes =

* Menu often says '''Companies'''; the page heading is '''Account Companies'''.
* Company name and Account are related but not identical screens — use Accounts for deeper filters and account-centric work.
* '''Add Company''' creates the company record, then sends you to finish the account.
* Sales Reps show '''All''', named reps, or '''None''' (in red when none).
* Last Contacted shows a relative time or '''Never'''.
* Calling icons depend on company Twilio / caller settings.
* Export is emailed and may take time on large lists.

== Need help? ==

* No account company found: clear filters or add a company / account
* Add Company succeeded but account incomplete: finish the form at <code>/contacts/new/…</code>
* Cannot delete: ask a manager or user with delete-contacts permission
* Map/route grayed out: set latitude/longitude on the account first
* Export not arriving: check spam, Exports page, and whether another export is still running
* Other issues: email [mailto:support@callproof.com support@callproof.com]

Companies (New web)

2026-07-31T09:02:51Z

Ashley DeBon: /* Typical workflow */

Path: [[Callproof Support]] - [[New Website]] - [[Accounts (New web)]] - [[Companies (New web)]]
= Account Companies =

'''Screen purpose:''' Browse and manage company names that group your Accounts — search companies, rename them, add a new company, jump into accounts, and run common account actions from one list.
[[File:AccountCompanies.png|350px|thumb|Account Companies]]

* Browse companies and their linked accounts
* Search, sort, and limit results
* Add a company name (then finish the account)
* Rename a company
* Open / edit the related account
* Add contacts, phones, tasks, opportunities, event forms
* Call from listed phones (when calling is enabled)
* Build a route from mapped accounts
* Export a Companies report

'''Screen title:''' Account Companies

'''Browser title:''' CallProof :: Account Companies

'''Menu label:''' Companies (on many Quick Links menus)

'''Address:''' <code>/contact_companies/</code>

<div style="clear:both;"></div>

== How this differs from Accounts ==

{| class="wikitable"
! Screen
! Address
! What it is
|-
| '''Account Companies''' (this page)
| <code>/contact_companies/</code>
| Company-name list (parent company records) with linked account details and actions
|-
| '''Accounts'''
| <code>/contacts/</code>
| Full account/contact list and filters
|-
| '''Add Account'''
| <code>/contacts/add_new_account/</code>
| Create a full account in one flow
|}

Think of '''Companies''' as the company name layer, and '''Accounts''' as the full account records under those names.

== How to open Account Companies ==

=== Option A — Quick Links ===

# Sign in to CallProof.
# From Accounts or a related screen, open '''Quick Links'''.
# Click '''Companies'''.

=== Option B — Direct address ===

# Go to your CallProof site and add <code>/contact_companies/</code>.
# Press '''Enter'''.

=== Option C — From this page’s Quick Links ===

# On Account Companies, '''Quick Links''' also includes Account, Call History, Autotext, Add Account, Import, Export Accounts, Do Not Call, and Labels.

== Permissions ==

* You must be '''signed in'''.
* The list respects your contact visibility (assigned accounts / unassigned leads / radius settings).
* '''Delete''' appears for managers or users with delete-contacts permission.
* Calling buttons appear only when your company has those calling options enabled.

== What you see ==

=== Header ===

* '''Account Companies''' title
* '''Add Company'''
* '''Quick Links'''
* '''Filter'''

=== Table columns ===

{| class="wikitable"
! Column
! What it shows
|-
| (photo)
| Account image / type icon / initials — links to account edit
|-
| '''Name'''
| Company name (click to rename)
|-
| '''Address'''
| Full address, lat/long (if present), Last Contacted, people (Contacts), Sales Reps
|-
| '''Phone'''
| Up to several phones with call actions; '''Show More''' when there are more than three
|-
| '''Type'''
| Account type
|-
| '''Actions'''
| Event forms, Add Task, Add Opportunity, Edit, Delete, Route, Add Contacts, Rename company, Add Phone
|}

Empty list: '''No account company found'''

=== Footer / extras ===

* Pagination
* '''Export Companies Report''' (when the list has rows)
* '''Save Route''' (when you add mapped accounts to a route)

== Why Account Companies matters ==

{| class="wikitable"
! Action
! Purpose
! When to use it
|-
| '''Add Company'''
| Create a company name, then finish the account.
| New customer organization.
|-
| '''Rename company'''
| Correct spelling or rebrand without rebuilding the account.
| Data cleanup.
|-
| '''Filter / search'''
| Find a company by name, city, state, ZIP, etc.
| Daily lookup.
|-
| '''Account actions'''
| Work the linked account from the company list.
| Fast follow-up without switching screens first.
|-
| '''Export Companies Report'''
| Email a companies export file.
| Reporting and backups.
|}

----

= Filter companies =

[[File:AccountCompaniesFilter.png|350px|thumb|right|Filter Companies]]

=== Steps ===

# Click the '''Filter''' button (panel title: '''Filter Companies''').
# Set any of:

{| class="wikitable"
! Field
! Notes
|-
| '''Search'''
| Free text — example hint: ABC Corp, TN, 37080, Nashville
|-
| '''Company'''
| Pick from the company name list
|-
| '''Sort'''
| '''Alphabetical''' · '''Rev Alphabetical''' · '''Date Added''' · '''Rev Date Added'''
|-
| '''Max Result'''
| 50 · 100 · 1000 · 5000 · 10000
|}

# Apply / Search to refresh the list.
# Clear to reset filters.

<div style="clear:both;"></div>

= Add Company =

[[File:AccountCompaniesAdd.png|350px|thumb|right|Add Company popup]]

'''Popup title:''' Add Company
'''Address:''' <code>/contact_companies/new/</code>

=== Steps ===

# Click '''Add Company''' (or Quick Links → Add Company on other screens).
# Enter '''Company Name''' (max 64 characters in the popup field).
# Click '''Save'''.
# Success: '''Contact company added successfully'''.
# CallProof opens the new-account flow: <code>/contacts/new/<company_id>/</code> so you can finish account details.

=== Good to know ===

* Adding a company name alone is only the first step — complete the account form next.
* To add a full account another way: Quick Links → '''Add Account'''.

<div style="clear:both;"></div>

= Rename a company =

[[File:AccountCompaniesRename.png|350px|thumb|right|Update Company]]

'''Popup title:''' Update Company

=== Steps ===

# Click the company '''Name''', or the company-name edit icon in Actions.
# Change '''Company Name'''.
# Click '''Save'''.
# Success: '''Contact company updated successfully'''.
# You are redirected to the related account edit page (or company edit if no account is linked yet).

<div style="clear:both;"></div>

= Work with the linked account (row actions) =

[[File:AccountCompaniesActions.png|350px|thumb|right|Company row actions]]

{| class="wikitable"
! Action
! What it does
|-
| Photo / Edit
| Open account edit (<code>/contacts/edit/<id>/</code>)
|-
| Location / lat-long
| Open the account when coordinates exist
|-
| Phone link
| Open that account’s phones (<code>/contact_phones/<id>/</code>)
|-
| Call icons
| Green: call mobile first · Computer soft call · Carrier/client call (when enabled)
|-
| Event Form list
| Start an available event form for the account
|-
| Add Task
| Create a task for the account
|-
| Add Opportunity
| Create an opportunity for the account
|-
| Delete
| Delete the linked account (permission required)
|-
| Add / Remove Route
| Include the account in a route (needs lat/long)
|-
| Add Contacts
| Add a person under the account
|-
| Add Phone
| Add a phone to the account
|-
| Show More / Show Less
| Expand or collapse extra phone numbers
|}

=== Delete ===

# Click trash (if shown).
# Confirm.
# Success typically: account deleted message.
# Without permission, delete is blocked.

<div style="clear:both;"></div>

= Save a route =

=== Steps ===

# On rows with map coordinates, click '''Add Route''' (map icon).
# The icon switches to remove-route; the route counter updates.
# Click '''Save Route''' at the bottom of the list area.
# Follow the save-route prompts to name/store the route.
# Use gray map (no lat/long) rows only after the account has a valid location.

= Export Companies Report =

[[File:AccountCompaniesExport.png|350px|thumb|right|Export Companies]]

'''Popup title:''' Export Companies
'''Address:''' <code>/contact_companies/export/</code>

=== Steps ===

# With results on the list, click '''Export Companies Report''' (near pagination).
# Read the schedule message — the report runs in the background and is emailed to you.
# Optionally check '''Include All Contact Details and Custom Fields'''.
# Create / schedule the export.
# Success: '''A new export has been scheduled successfully''' (or similar).
# When finished, open the emailed file or your '''Exports''' page.

=== If an export is already running ===

* CallProof may say an export is already in process — wait until it finishes, then try again.
* Completed exports can also be opened from Exports.

<div style="clear:both;"></div>

= Typical workflow =

# Open <code>/contact_companies/</code>.
# Filter or search for the company.
# Click the name to rename, or Edit to open the account.
# Use Add Task / Opportunity / Phone / Contacts as needed.
# Optionally add mapped accounts to a route and '''Save Route'''.
# For bulk reporting, run '''Export Companies Report'''.

= Tips and important notes =

* Menu often says '''Companies'''; the page heading is '''Account Companies'''.
* Company name and Account are related but not identical screens — use Accounts for deeper filters and account-centric work.
* '''Add Company''' creates the company record, then sends you to finish the account.
* Sales Reps show '''All''', named reps, or '''None''' (in red when none).
* Last Contacted shows a relative time or '''Never'''.
* Calling icons depend on company Twilio / caller settings.
* Export is emailed and may take time on large lists.

== Need help? ==

* No account company found: clear filters or add a company / account
* Add Company succeeded but account incomplete: finish the form at <code>/contacts/new/…</code>
* Cannot delete: ask a manager or user with delete-contacts permission
* Map/route grayed out: set latitude/longitude on the account first
* Export not arriving: check spam, Exports page, and whether another export is still running
* Other issues: email [mailto:support@callproof.com support@callproof.com]

Companies (New web)

2026-07-31T09:02:42Z

Ashley DeBon: /* If an export is already running */

Path: [[Callproof Support]] - [[New Website]] - [[Accounts (New web)]] - [[Companies (New web)]]
= Account Companies =

'''Screen purpose:''' Browse and manage company names that group your Accounts — search companies, rename them, add a new company, jump into accounts, and run common account actions from one list.
[[File:AccountCompanies.png|350px|thumb|Account Companies]]

* Browse companies and their linked accounts
* Search, sort, and limit results
* Add a company name (then finish the account)
* Rename a company
* Open / edit the related account
* Add contacts, phones, tasks, opportunities, event forms
* Call from listed phones (when calling is enabled)
* Build a route from mapped accounts
* Export a Companies report

'''Screen title:''' Account Companies

'''Browser title:''' CallProof :: Account Companies

'''Menu label:''' Companies (on many Quick Links menus)

'''Address:''' <code>/contact_companies/</code>

<div style="clear:both;"></div>

== How this differs from Accounts ==

{| class="wikitable"
! Screen
! Address
! What it is
|-
| '''Account Companies''' (this page)
| <code>/contact_companies/</code>
| Company-name list (parent company records) with linked account details and actions
|-
| '''Accounts'''
| <code>/contacts/</code>
| Full account/contact list and filters
|-
| '''Add Account'''
| <code>/contacts/add_new_account/</code>
| Create a full account in one flow
|}

Think of '''Companies''' as the company name layer, and '''Accounts''' as the full account records under those names.

== How to open Account Companies ==

=== Option A — Quick Links ===

# Sign in to CallProof.
# From Accounts or a related screen, open '''Quick Links'''.
# Click '''Companies'''.

=== Option B — Direct address ===

# Go to your CallProof site and add <code>/contact_companies/</code>.
# Press '''Enter'''.

=== Option C — From this page’s Quick Links ===

# On Account Companies, '''Quick Links''' also includes Account, Call History, Autotext, Add Account, Import, Export Accounts, Do Not Call, and Labels.

== Permissions ==

* You must be '''signed in'''.
* The list respects your contact visibility (assigned accounts / unassigned leads / radius settings).
* '''Delete''' appears for managers or users with delete-contacts permission.
* Calling buttons appear only when your company has those calling options enabled.

== What you see ==

=== Header ===

* '''Account Companies''' title
* '''Add Company'''
* '''Quick Links'''
* '''Filter'''

=== Table columns ===

{| class="wikitable"
! Column
! What it shows
|-
| (photo)
| Account image / type icon / initials — links to account edit
|-
| '''Name'''
| Company name (click to rename)
|-
| '''Address'''
| Full address, lat/long (if present), Last Contacted, people (Contacts), Sales Reps
|-
| '''Phone'''
| Up to several phones with call actions; '''Show More''' when there are more than three
|-
| '''Type'''
| Account type
|-
| '''Actions'''
| Event forms, Add Task, Add Opportunity, Edit, Delete, Route, Add Contacts, Rename company, Add Phone
|}

Empty list: '''No account company found'''

=== Footer / extras ===

* Pagination
* '''Export Companies Report''' (when the list has rows)
* '''Save Route''' (when you add mapped accounts to a route)

== Why Account Companies matters ==

{| class="wikitable"
! Action
! Purpose
! When to use it
|-
| '''Add Company'''
| Create a company name, then finish the account.
| New customer organization.
|-
| '''Rename company'''
| Correct spelling or rebrand without rebuilding the account.
| Data cleanup.
|-
| '''Filter / search'''
| Find a company by name, city, state, ZIP, etc.
| Daily lookup.
|-
| '''Account actions'''
| Work the linked account from the company list.
| Fast follow-up without switching screens first.
|-
| '''Export Companies Report'''
| Email a companies export file.
| Reporting and backups.
|}

----

= Filter companies =

[[File:AccountCompaniesFilter.png|350px|thumb|right|Filter Companies]]

=== Steps ===

# Click the '''Filter''' button (panel title: '''Filter Companies''').
# Set any of:

{| class="wikitable"
! Field
! Notes
|-
| '''Search'''
| Free text — example hint: ABC Corp, TN, 37080, Nashville
|-
| '''Company'''
| Pick from the company name list
|-
| '''Sort'''
| '''Alphabetical''' · '''Rev Alphabetical''' · '''Date Added''' · '''Rev Date Added'''
|-
| '''Max Result'''
| 50 · 100 · 1000 · 5000 · 10000
|}

# Apply / Search to refresh the list.
# Clear to reset filters.

<div style="clear:both;"></div>

= Add Company =

[[File:AccountCompaniesAdd.png|350px|thumb|right|Add Company popup]]

'''Popup title:''' Add Company
'''Address:''' <code>/contact_companies/new/</code>

=== Steps ===

# Click '''Add Company''' (or Quick Links → Add Company on other screens).
# Enter '''Company Name''' (max 64 characters in the popup field).
# Click '''Save'''.
# Success: '''Contact company added successfully'''.
# CallProof opens the new-account flow: <code>/contacts/new/<company_id>/</code> so you can finish account details.

=== Good to know ===

* Adding a company name alone is only the first step — complete the account form next.
* To add a full account another way: Quick Links → '''Add Account'''.

<div style="clear:both;"></div>

= Rename a company =

[[File:AccountCompaniesRename.png|350px|thumb|right|Update Company]]

'''Popup title:''' Update Company

=== Steps ===

# Click the company '''Name''', or the company-name edit icon in Actions.
# Change '''Company Name'''.
# Click '''Save'''.
# Success: '''Contact company updated successfully'''.
# You are redirected to the related account edit page (or company edit if no account is linked yet).

<div style="clear:both;"></div>

= Work with the linked account (row actions) =

[[File:AccountCompaniesActions.png|350px|thumb|right|Company row actions]]

{| class="wikitable"
! Action
! What it does
|-
| Photo / Edit
| Open account edit (<code>/contacts/edit/<id>/</code>)
|-
| Location / lat-long
| Open the account when coordinates exist
|-
| Phone link
| Open that account’s phones (<code>/contact_phones/<id>/</code>)
|-
| Call icons
| Green: call mobile first · Computer soft call · Carrier/client call (when enabled)
|-
| Event Form list
| Start an available event form for the account
|-
| Add Task
| Create a task for the account
|-
| Add Opportunity
| Create an opportunity for the account
|-
| Delete
| Delete the linked account (permission required)
|-
| Add / Remove Route
| Include the account in a route (needs lat/long)
|-
| Add Contacts
| Add a person under the account
|-
| Add Phone
| Add a phone to the account
|-
| Show More / Show Less
| Expand or collapse extra phone numbers
|}

=== Delete ===

# Click trash (if shown).
# Confirm.
# Success typically: account deleted message.
# Without permission, delete is blocked.

<div style="clear:both;"></div>

= Save a route =

=== Steps ===

# On rows with map coordinates, click '''Add Route''' (map icon).
# The icon switches to remove-route; the route counter updates.
# Click '''Save Route''' at the bottom of the list area.
# Follow the save-route prompts to name/store the route.
# Use gray map (no lat/long) rows only after the account has a valid location.

= Export Companies Report =

[[File:AccountCompaniesExport.png|350px|thumb|right|Export Companies]]

'''Popup title:''' Export Companies
'''Address:''' <code>/contact_companies/export/</code>

=== Steps ===

# With results on the list, click '''Export Companies Report''' (near pagination).
# Read the schedule message — the report runs in the background and is emailed to you.
# Optionally check '''Include All Contact Details and Custom Fields'''.
# Create / schedule the export.
# Success: '''A new export has been scheduled successfully''' (or similar).
# When finished, open the emailed file or your '''Exports''' page.

=== If an export is already running ===

* CallProof may say an export is already in process — wait until it finishes, then try again.
* Completed exports can also be opened from Exports.

<div style="clear:both;"></div>

= Typical workflow =

# Open <code>/contact_companies/</code>.
# Filter or search for the company.
# Click the name to rename, or Edit to open the account.
# Use Add Task / Opportunity / Phone / Contacts as needed.
# Optionally add mapped accounts to a route and '''Save Route'''.
# For bulk reporting, run '''Export Companies Report'''.

----

= Tips and important notes =

* Menu often says '''Companies'''; the page heading is '''Account Companies'''.
* Company name and Account are related but not identical screens — use Accounts for deeper filters and account-centric work.
* '''Add Company''' creates the company record, then sends you to finish the account.
* Sales Reps show '''All''', named reps, or '''None''' (in red when none).
* Last Contacted shows a relative time or '''Never'''.
* Calling icons depend on company Twilio / caller settings.
* Export is emailed and may take time on large lists.

== Need help? ==

* No account company found: clear filters or add a company / account
* Add Company succeeded but account incomplete: finish the form at <code>/contacts/new/…</code>
* Cannot delete: ask a manager or user with delete-contacts permission
* Map/route grayed out: set latitude/longitude on the account first
* Export not arriving: check spam, Exports page, and whether another export is still running
* Other issues: email [mailto:support@callproof.com support@callproof.com]

Companies (New web)

2026-07-31T09:02:28Z

Ashley DeBon: /* Steps */

Path: [[Callproof Support]] - [[New Website]] - [[Accounts (New web)]] - [[Companies (New web)]]
= Account Companies =

'''Screen purpose:''' Browse and manage company names that group your Accounts — search companies, rename them, add a new company, jump into accounts, and run common account actions from one list.
[[File:AccountCompanies.png|350px|thumb|Account Companies]]

* Browse companies and their linked accounts
* Search, sort, and limit results
* Add a company name (then finish the account)
* Rename a company
* Open / edit the related account
* Add contacts, phones, tasks, opportunities, event forms
* Call from listed phones (when calling is enabled)
* Build a route from mapped accounts
* Export a Companies report

'''Screen title:''' Account Companies

'''Browser title:''' CallProof :: Account Companies

'''Menu label:''' Companies (on many Quick Links menus)

'''Address:''' <code>/contact_companies/</code>

<div style="clear:both;"></div>

== How this differs from Accounts ==

{| class="wikitable"
! Screen
! Address
! What it is
|-
| '''Account Companies''' (this page)
| <code>/contact_companies/</code>
| Company-name list (parent company records) with linked account details and actions
|-
| '''Accounts'''
| <code>/contacts/</code>
| Full account/contact list and filters
|-
| '''Add Account'''
| <code>/contacts/add_new_account/</code>
| Create a full account in one flow
|}

Think of '''Companies''' as the company name layer, and '''Accounts''' as the full account records under those names.

== How to open Account Companies ==

=== Option A — Quick Links ===

# Sign in to CallProof.
# From Accounts or a related screen, open '''Quick Links'''.
# Click '''Companies'''.

=== Option B — Direct address ===

# Go to your CallProof site and add <code>/contact_companies/</code>.
# Press '''Enter'''.

=== Option C — From this page’s Quick Links ===

# On Account Companies, '''Quick Links''' also includes Account, Call History, Autotext, Add Account, Import, Export Accounts, Do Not Call, and Labels.

== Permissions ==

* You must be '''signed in'''.
* The list respects your contact visibility (assigned accounts / unassigned leads / radius settings).
* '''Delete''' appears for managers or users with delete-contacts permission.
* Calling buttons appear only when your company has those calling options enabled.

== What you see ==

=== Header ===

* '''Account Companies''' title
* '''Add Company'''
* '''Quick Links'''
* '''Filter'''

=== Table columns ===

{| class="wikitable"
! Column
! What it shows
|-
| (photo)
| Account image / type icon / initials — links to account edit
|-
| '''Name'''
| Company name (click to rename)
|-
| '''Address'''
| Full address, lat/long (if present), Last Contacted, people (Contacts), Sales Reps
|-
| '''Phone'''
| Up to several phones with call actions; '''Show More''' when there are more than three
|-
| '''Type'''
| Account type
|-
| '''Actions'''
| Event forms, Add Task, Add Opportunity, Edit, Delete, Route, Add Contacts, Rename company, Add Phone
|}

Empty list: '''No account company found'''

=== Footer / extras ===

* Pagination
* '''Export Companies Report''' (when the list has rows)
* '''Save Route''' (when you add mapped accounts to a route)

== Why Account Companies matters ==

{| class="wikitable"
! Action
! Purpose
! When to use it
|-
| '''Add Company'''
| Create a company name, then finish the account.
| New customer organization.
|-
| '''Rename company'''
| Correct spelling or rebrand without rebuilding the account.
| Data cleanup.
|-
| '''Filter / search'''
| Find a company by name, city, state, ZIP, etc.
| Daily lookup.
|-
| '''Account actions'''
| Work the linked account from the company list.
| Fast follow-up without switching screens first.
|-
| '''Export Companies Report'''
| Email a companies export file.
| Reporting and backups.
|}

----

= Filter companies =

[[File:AccountCompaniesFilter.png|350px|thumb|right|Filter Companies]]

=== Steps ===

# Click the '''Filter''' button (panel title: '''Filter Companies''').
# Set any of:

{| class="wikitable"
! Field
! Notes
|-
| '''Search'''
| Free text — example hint: ABC Corp, TN, 37080, Nashville
|-
| '''Company'''
| Pick from the company name list
|-
| '''Sort'''
| '''Alphabetical''' · '''Rev Alphabetical''' · '''Date Added''' · '''Rev Date Added'''
|-
| '''Max Result'''
| 50 · 100 · 1000 · 5000 · 10000
|}

# Apply / Search to refresh the list.
# Clear to reset filters.

<div style="clear:both;"></div>

= Add Company =

[[File:AccountCompaniesAdd.png|350px|thumb|right|Add Company popup]]

'''Popup title:''' Add Company
'''Address:''' <code>/contact_companies/new/</code>

=== Steps ===

# Click '''Add Company''' (or Quick Links → Add Company on other screens).
# Enter '''Company Name''' (max 64 characters in the popup field).
# Click '''Save'''.
# Success: '''Contact company added successfully'''.
# CallProof opens the new-account flow: <code>/contacts/new/<company_id>/</code> so you can finish account details.

=== Good to know ===

* Adding a company name alone is only the first step — complete the account form next.
* To add a full account another way: Quick Links → '''Add Account'''.

<div style="clear:both;"></div>

= Rename a company =

[[File:AccountCompaniesRename.png|350px|thumb|right|Update Company]]

'''Popup title:''' Update Company

=== Steps ===

# Click the company '''Name''', or the company-name edit icon in Actions.
# Change '''Company Name'''.
# Click '''Save'''.
# Success: '''Contact company updated successfully'''.
# You are redirected to the related account edit page (or company edit if no account is linked yet).

<div style="clear:both;"></div>

= Work with the linked account (row actions) =

[[File:AccountCompaniesActions.png|350px|thumb|right|Company row actions]]

{| class="wikitable"
! Action
! What it does
|-
| Photo / Edit
| Open account edit (<code>/contacts/edit/<id>/</code>)
|-
| Location / lat-long
| Open the account when coordinates exist
|-
| Phone link
| Open that account’s phones (<code>/contact_phones/<id>/</code>)
|-
| Call icons
| Green: call mobile first · Computer soft call · Carrier/client call (when enabled)
|-
| Event Form list
| Start an available event form for the account
|-
| Add Task
| Create a task for the account
|-
| Add Opportunity
| Create an opportunity for the account
|-
| Delete
| Delete the linked account (permission required)
|-
| Add / Remove Route
| Include the account in a route (needs lat/long)
|-
| Add Contacts
| Add a person under the account
|-
| Add Phone
| Add a phone to the account
|-
| Show More / Show Less
| Expand or collapse extra phone numbers
|}

=== Delete ===

# Click trash (if shown).
# Confirm.
# Success typically: account deleted message.
# Without permission, delete is blocked.

<div style="clear:both;"></div>

= Save a route =

=== Steps ===

# On rows with map coordinates, click '''Add Route''' (map icon).
# The icon switches to remove-route; the route counter updates.
# Click '''Save Route''' at the bottom of the list area.
# Follow the save-route prompts to name/store the route.
# Use gray map (no lat/long) rows only after the account has a valid location.

= Export Companies Report =

[[File:AccountCompaniesExport.png|350px|thumb|right|Export Companies]]

'''Popup title:''' Export Companies
'''Address:''' <code>/contact_companies/export/</code>

=== Steps ===

# With results on the list, click '''Export Companies Report''' (near pagination).
# Read the schedule message — the report runs in the background and is emailed to you.
# Optionally check '''Include All Contact Details and Custom Fields'''.
# Create / schedule the export.
# Success: '''A new export has been scheduled successfully''' (or similar).
# When finished, open the emailed file or your '''Exports''' page.

=== If an export is already running ===

* CallProof may say an export is already in process — wait until it finishes, then try again.
* Completed exports can also be opened from Exports.

<div style="clear:both;"></div>

----

= Typical workflow =

# Open <code>/contact_companies/</code>.
# Filter or search for the company.
# Click the name to rename, or Edit to open the account.
# Use Add Task / Opportunity / Phone / Contacts as needed.
# Optionally add mapped accounts to a route and '''Save Route'''.
# For bulk reporting, run '''Export Companies Report'''.

----

= Tips and important notes =

* Menu often says '''Companies'''; the page heading is '''Account Companies'''.
* Company name and Account are related but not identical screens — use Accounts for deeper filters and account-centric work.
* '''Add Company''' creates the company record, then sends you to finish the account.
* Sales Reps show '''All''', named reps, or '''None''' (in red when none).
* Last Contacted shows a relative time or '''Never'''.
* Calling icons depend on company Twilio / caller settings.
* Export is emailed and may take time on large lists.

== Need help? ==

* No account company found: clear filters or add a company / account
* Add Company succeeded but account incomplete: finish the form at <code>/contacts/new/…</code>
* Cannot delete: ask a manager or user with delete-contacts permission
* Map/route grayed out: set latitude/longitude on the account first
* Export not arriving: check spam, Exports page, and whether another export is still running
* Other issues: email [mailto:support@callproof.com support@callproof.com]

Companies (New web)

2026-07-31T09:02:21Z

Ashley DeBon: /* Delete */

Path: [[Callproof Support]] - [[New Website]] - [[Accounts (New web)]] - [[Companies (New web)]]
= Account Companies =

'''Screen purpose:''' Browse and manage company names that group your Accounts — search companies, rename them, add a new company, jump into accounts, and run common account actions from one list.
[[File:AccountCompanies.png|350px|thumb|Account Companies]]

* Browse companies and their linked accounts
* Search, sort, and limit results
* Add a company name (then finish the account)
* Rename a company
* Open / edit the related account
* Add contacts, phones, tasks, opportunities, event forms
* Call from listed phones (when calling is enabled)
* Build a route from mapped accounts
* Export a Companies report

'''Screen title:''' Account Companies

'''Browser title:''' CallProof :: Account Companies

'''Menu label:''' Companies (on many Quick Links menus)

'''Address:''' <code>/contact_companies/</code>

<div style="clear:both;"></div>

== How this differs from Accounts ==

{| class="wikitable"
! Screen
! Address
! What it is
|-
| '''Account Companies''' (this page)
| <code>/contact_companies/</code>
| Company-name list (parent company records) with linked account details and actions
|-
| '''Accounts'''
| <code>/contacts/</code>
| Full account/contact list and filters
|-
| '''Add Account'''
| <code>/contacts/add_new_account/</code>
| Create a full account in one flow
|}

Think of '''Companies''' as the company name layer, and '''Accounts''' as the full account records under those names.

== How to open Account Companies ==

=== Option A — Quick Links ===

# Sign in to CallProof.
# From Accounts or a related screen, open '''Quick Links'''.
# Click '''Companies'''.

=== Option B — Direct address ===

# Go to your CallProof site and add <code>/contact_companies/</code>.
# Press '''Enter'''.

=== Option C — From this page’s Quick Links ===

# On Account Companies, '''Quick Links''' also includes Account, Call History, Autotext, Add Account, Import, Export Accounts, Do Not Call, and Labels.

== Permissions ==

* You must be '''signed in'''.
* The list respects your contact visibility (assigned accounts / unassigned leads / radius settings).
* '''Delete''' appears for managers or users with delete-contacts permission.
* Calling buttons appear only when your company has those calling options enabled.

== What you see ==

=== Header ===

* '''Account Companies''' title
* '''Add Company'''
* '''Quick Links'''
* '''Filter'''

=== Table columns ===

{| class="wikitable"
! Column
! What it shows
|-
| (photo)
| Account image / type icon / initials — links to account edit
|-
| '''Name'''
| Company name (click to rename)
|-
| '''Address'''
| Full address, lat/long (if present), Last Contacted, people (Contacts), Sales Reps
|-
| '''Phone'''
| Up to several phones with call actions; '''Show More''' when there are more than three
|-
| '''Type'''
| Account type
|-
| '''Actions'''
| Event forms, Add Task, Add Opportunity, Edit, Delete, Route, Add Contacts, Rename company, Add Phone
|}

Empty list: '''No account company found'''

=== Footer / extras ===

* Pagination
* '''Export Companies Report''' (when the list has rows)
* '''Save Route''' (when you add mapped accounts to a route)

== Why Account Companies matters ==

{| class="wikitable"
! Action
! Purpose
! When to use it
|-
| '''Add Company'''
| Create a company name, then finish the account.
| New customer organization.
|-
| '''Rename company'''
| Correct spelling or rebrand without rebuilding the account.
| Data cleanup.
|-
| '''Filter / search'''
| Find a company by name, city, state, ZIP, etc.
| Daily lookup.
|-
| '''Account actions'''
| Work the linked account from the company list.
| Fast follow-up without switching screens first.
|-
| '''Export Companies Report'''
| Email a companies export file.
| Reporting and backups.
|}

----

= Filter companies =

[[File:AccountCompaniesFilter.png|350px|thumb|right|Filter Companies]]

=== Steps ===

# Click the '''Filter''' button (panel title: '''Filter Companies''').
# Set any of:

{| class="wikitable"
! Field
! Notes
|-
| '''Search'''
| Free text — example hint: ABC Corp, TN, 37080, Nashville
|-
| '''Company'''
| Pick from the company name list
|-
| '''Sort'''
| '''Alphabetical''' · '''Rev Alphabetical''' · '''Date Added''' · '''Rev Date Added'''
|-
| '''Max Result'''
| 50 · 100 · 1000 · 5000 · 10000
|}

# Apply / Search to refresh the list.
# Clear to reset filters.

<div style="clear:both;"></div>

= Add Company =

[[File:AccountCompaniesAdd.png|350px|thumb|right|Add Company popup]]

'''Popup title:''' Add Company
'''Address:''' <code>/contact_companies/new/</code>

=== Steps ===

# Click '''Add Company''' (or Quick Links → Add Company on other screens).
# Enter '''Company Name''' (max 64 characters in the popup field).
# Click '''Save'''.
# Success: '''Contact company added successfully'''.
# CallProof opens the new-account flow: <code>/contacts/new/<company_id>/</code> so you can finish account details.

=== Good to know ===

* Adding a company name alone is only the first step — complete the account form next.
* To add a full account another way: Quick Links → '''Add Account'''.

<div style="clear:both;"></div>

= Rename a company =

[[File:AccountCompaniesRename.png|350px|thumb|right|Update Company]]

'''Popup title:''' Update Company

=== Steps ===

# Click the company '''Name''', or the company-name edit icon in Actions.
# Change '''Company Name'''.
# Click '''Save'''.
# Success: '''Contact company updated successfully'''.
# You are redirected to the related account edit page (or company edit if no account is linked yet).

<div style="clear:both;"></div>

= Work with the linked account (row actions) =

[[File:AccountCompaniesActions.png|350px|thumb|right|Company row actions]]

{| class="wikitable"
! Action
! What it does
|-
| Photo / Edit
| Open account edit (<code>/contacts/edit/<id>/</code>)
|-
| Location / lat-long
| Open the account when coordinates exist
|-
| Phone link
| Open that account’s phones (<code>/contact_phones/<id>/</code>)
|-
| Call icons
| Green: call mobile first · Computer soft call · Carrier/client call (when enabled)
|-
| Event Form list
| Start an available event form for the account
|-
| Add Task
| Create a task for the account
|-
| Add Opportunity
| Create an opportunity for the account
|-
| Delete
| Delete the linked account (permission required)
|-
| Add / Remove Route
| Include the account in a route (needs lat/long)
|-
| Add Contacts
| Add a person under the account
|-
| Add Phone
| Add a phone to the account
|-
| Show More / Show Less
| Expand or collapse extra phone numbers
|}

=== Delete ===

# Click trash (if shown).
# Confirm.
# Success typically: account deleted message.
# Without permission, delete is blocked.

<div style="clear:both;"></div>

= Save a route =

=== Steps ===

# On rows with map coordinates, click '''Add Route''' (map icon).
# The icon switches to remove-route; the route counter updates.
# Click '''Save Route''' at the bottom of the list area.
# Follow the save-route prompts to name/store the route.
# Use gray map (no lat/long) rows only after the account has a valid location.

----

= Export Companies Report =

[[File:AccountCompaniesExport.png|350px|thumb|right|Export Companies]]

'''Popup title:''' Export Companies
'''Address:''' <code>/contact_companies/export/</code>

=== Steps ===

# With results on the list, click '''Export Companies Report''' (near pagination).
# Read the schedule message — the report runs in the background and is emailed to you.
# Optionally check '''Include All Contact Details and Custom Fields'''.
# Create / schedule the export.
# Success: '''A new export has been scheduled successfully''' (or similar).
# When finished, open the emailed file or your '''Exports''' page.

=== If an export is already running ===

* CallProof may say an export is already in process — wait until it finishes, then try again.
* Completed exports can also be opened from Exports.

<div style="clear:both;"></div>

----

= Typical workflow =

# Open <code>/contact_companies/</code>.
# Filter or search for the company.
# Click the name to rename, or Edit to open the account.
# Use Add Task / Opportunity / Phone / Contacts as needed.
# Optionally add mapped accounts to a route and '''Save Route'''.
# For bulk reporting, run '''Export Companies Report'''.

----

= Tips and important notes =

* Menu often says '''Companies'''; the page heading is '''Account Companies'''.
* Company name and Account are related but not identical screens — use Accounts for deeper filters and account-centric work.
* '''Add Company''' creates the company record, then sends you to finish the account.
* Sales Reps show '''All''', named reps, or '''None''' (in red when none).
* Last Contacted shows a relative time or '''Never'''.
* Calling icons depend on company Twilio / caller settings.
* Export is emailed and may take time on large lists.

== Need help? ==

* No account company found: clear filters or add a company / account
* Add Company succeeded but account incomplete: finish the form at <code>/contacts/new/…</code>
* Cannot delete: ask a manager or user with delete-contacts permission
* Map/route grayed out: set latitude/longitude on the account first
* Export not arriving: check spam, Exports page, and whether another export is still running
* Other issues: email [mailto:support@callproof.com support@callproof.com]

Companies (New web)

2026-07-31T09:02:11Z

Ashley DeBon: /* Steps */

Path: [[Callproof Support]] - [[New Website]] - [[Accounts (New web)]] - [[Companies (New web)]]
= Account Companies =

'''Screen purpose:''' Browse and manage company names that group your Accounts — search companies, rename them, add a new company, jump into accounts, and run common account actions from one list.
[[File:AccountCompanies.png|350px|thumb|Account Companies]]

* Browse companies and their linked accounts
* Search, sort, and limit results
* Add a company name (then finish the account)
* Rename a company
* Open / edit the related account
* Add contacts, phones, tasks, opportunities, event forms
* Call from listed phones (when calling is enabled)
* Build a route from mapped accounts
* Export a Companies report

'''Screen title:''' Account Companies

'''Browser title:''' CallProof :: Account Companies

'''Menu label:''' Companies (on many Quick Links menus)

'''Address:''' <code>/contact_companies/</code>

<div style="clear:both;"></div>

== How this differs from Accounts ==

{| class="wikitable"
! Screen
! Address
! What it is
|-
| '''Account Companies''' (this page)
| <code>/contact_companies/</code>
| Company-name list (parent company records) with linked account details and actions
|-
| '''Accounts'''
| <code>/contacts/</code>
| Full account/contact list and filters
|-
| '''Add Account'''
| <code>/contacts/add_new_account/</code>
| Create a full account in one flow
|}

Think of '''Companies''' as the company name layer, and '''Accounts''' as the full account records under those names.

== How to open Account Companies ==

=== Option A — Quick Links ===

# Sign in to CallProof.
# From Accounts or a related screen, open '''Quick Links'''.
# Click '''Companies'''.

=== Option B — Direct address ===

# Go to your CallProof site and add <code>/contact_companies/</code>.
# Press '''Enter'''.

=== Option C — From this page’s Quick Links ===

# On Account Companies, '''Quick Links''' also includes Account, Call History, Autotext, Add Account, Import, Export Accounts, Do Not Call, and Labels.

== Permissions ==

* You must be '''signed in'''.
* The list respects your contact visibility (assigned accounts / unassigned leads / radius settings).
* '''Delete''' appears for managers or users with delete-contacts permission.
* Calling buttons appear only when your company has those calling options enabled.

== What you see ==

=== Header ===

* '''Account Companies''' title
* '''Add Company'''
* '''Quick Links'''
* '''Filter'''

=== Table columns ===

{| class="wikitable"
! Column
! What it shows
|-
| (photo)
| Account image / type icon / initials — links to account edit
|-
| '''Name'''
| Company name (click to rename)
|-
| '''Address'''
| Full address, lat/long (if present), Last Contacted, people (Contacts), Sales Reps
|-
| '''Phone'''
| Up to several phones with call actions; '''Show More''' when there are more than three
|-
| '''Type'''
| Account type
|-
| '''Actions'''
| Event forms, Add Task, Add Opportunity, Edit, Delete, Route, Add Contacts, Rename company, Add Phone
|}

Empty list: '''No account company found'''

=== Footer / extras ===

* Pagination
* '''Export Companies Report''' (when the list has rows)
* '''Save Route''' (when you add mapped accounts to a route)

== Why Account Companies matters ==

{| class="wikitable"
! Action
! Purpose
! When to use it
|-
| '''Add Company'''
| Create a company name, then finish the account.
| New customer organization.
|-
| '''Rename company'''
| Correct spelling or rebrand without rebuilding the account.
| Data cleanup.
|-
| '''Filter / search'''
| Find a company by name, city, state, ZIP, etc.
| Daily lookup.
|-
| '''Account actions'''
| Work the linked account from the company list.
| Fast follow-up without switching screens first.
|-
| '''Export Companies Report'''
| Email a companies export file.
| Reporting and backups.
|}

----

= Filter companies =

[[File:AccountCompaniesFilter.png|350px|thumb|right|Filter Companies]]

=== Steps ===

# Click the '''Filter''' button (panel title: '''Filter Companies''').
# Set any of:

{| class="wikitable"
! Field
! Notes
|-
| '''Search'''
| Free text — example hint: ABC Corp, TN, 37080, Nashville
|-
| '''Company'''
| Pick from the company name list
|-
| '''Sort'''
| '''Alphabetical''' · '''Rev Alphabetical''' · '''Date Added''' · '''Rev Date Added'''
|-
| '''Max Result'''
| 50 · 100 · 1000 · 5000 · 10000
|}

# Apply / Search to refresh the list.
# Clear to reset filters.

<div style="clear:both;"></div>

= Add Company =

[[File:AccountCompaniesAdd.png|350px|thumb|right|Add Company popup]]

'''Popup title:''' Add Company
'''Address:''' <code>/contact_companies/new/</code>

=== Steps ===

# Click '''Add Company''' (or Quick Links → Add Company on other screens).
# Enter '''Company Name''' (max 64 characters in the popup field).
# Click '''Save'''.
# Success: '''Contact company added successfully'''.
# CallProof opens the new-account flow: <code>/contacts/new/<company_id>/</code> so you can finish account details.

=== Good to know ===

* Adding a company name alone is only the first step — complete the account form next.
* To add a full account another way: Quick Links → '''Add Account'''.

<div style="clear:both;"></div>

= Rename a company =

[[File:AccountCompaniesRename.png|350px|thumb|right|Update Company]]

'''Popup title:''' Update Company

=== Steps ===

# Click the company '''Name''', or the company-name edit icon in Actions.
# Change '''Company Name'''.
# Click '''Save'''.
# Success: '''Contact company updated successfully'''.
# You are redirected to the related account edit page (or company edit if no account is linked yet).

<div style="clear:both;"></div>

= Work with the linked account (row actions) =

[[File:AccountCompaniesActions.png|350px|thumb|right|Company row actions]]

{| class="wikitable"
! Action
! What it does
|-
| Photo / Edit
| Open account edit (<code>/contacts/edit/<id>/</code>)
|-
| Location / lat-long
| Open the account when coordinates exist
|-
| Phone link
| Open that account’s phones (<code>/contact_phones/<id>/</code>)
|-
| Call icons
| Green: call mobile first · Computer soft call · Carrier/client call (when enabled)
|-
| Event Form list
| Start an available event form for the account
|-
| Add Task
| Create a task for the account
|-
| Add Opportunity
| Create an opportunity for the account
|-
| Delete
| Delete the linked account (permission required)
|-
| Add / Remove Route
| Include the account in a route (needs lat/long)
|-
| Add Contacts
| Add a person under the account
|-
| Add Phone
| Add a phone to the account
|-
| Show More / Show Less
| Expand or collapse extra phone numbers
|}

=== Delete ===

# Click trash (if shown).
# Confirm.
# Success typically: account deleted message.
# Without permission, delete is blocked.

<div style="clear:both;"></div>

----

= Save a route =

=== Steps ===

# On rows with map coordinates, click '''Add Route''' (map icon).
# The icon switches to remove-route; the route counter updates.
# Click '''Save Route''' at the bottom of the list area.
# Follow the save-route prompts to name/store the route.
# Use gray map (no lat/long) rows only after the account has a valid location.

----

= Export Companies Report =

[[File:AccountCompaniesExport.png|350px|thumb|right|Export Companies]]

'''Popup title:''' Export Companies
'''Address:''' <code>/contact_companies/export/</code>

=== Steps ===

# With results on the list, click '''Export Companies Report''' (near pagination).
# Read the schedule message — the report runs in the background and is emailed to you.
# Optionally check '''Include All Contact Details and Custom Fields'''.
# Create / schedule the export.
# Success: '''A new export has been scheduled successfully''' (or similar).
# When finished, open the emailed file or your '''Exports''' page.

=== If an export is already running ===

* CallProof may say an export is already in process — wait until it finishes, then try again.
* Completed exports can also be opened from Exports.

<div style="clear:both;"></div>

----

= Typical workflow =

# Open <code>/contact_companies/</code>.
# Filter or search for the company.
# Click the name to rename, or Edit to open the account.
# Use Add Task / Opportunity / Phone / Contacts as needed.
# Optionally add mapped accounts to a route and '''Save Route'''.
# For bulk reporting, run '''Export Companies Report'''.

----

= Tips and important notes =

* Menu often says '''Companies'''; the page heading is '''Account Companies'''.
* Company name and Account are related but not identical screens — use Accounts for deeper filters and account-centric work.
* '''Add Company''' creates the company record, then sends you to finish the account.
* Sales Reps show '''All''', named reps, or '''None''' (in red when none).
* Last Contacted shows a relative time or '''Never'''.
* Calling icons depend on company Twilio / caller settings.
* Export is emailed and may take time on large lists.

== Need help? ==

* No account company found: clear filters or add a company / account
* Add Company succeeded but account incomplete: finish the form at <code>/contacts/new/…</code>
* Cannot delete: ask a manager or user with delete-contacts permission
* Map/route grayed out: set latitude/longitude on the account first
* Export not arriving: check spam, Exports page, and whether another export is still running
* Other issues: email [mailto:support@callproof.com support@callproof.com]

Companies (New web)

2026-07-31T09:02:02Z

Ashley DeBon: /* Good to know */

Path: [[Callproof Support]] - [[New Website]] - [[Accounts (New web)]] - [[Companies (New web)]]
= Account Companies =

'''Screen purpose:''' Browse and manage company names that group your Accounts — search companies, rename them, add a new company, jump into accounts, and run common account actions from one list.
[[File:AccountCompanies.png|350px|thumb|Account Companies]]

* Browse companies and their linked accounts
* Search, sort, and limit results
* Add a company name (then finish the account)
* Rename a company
* Open / edit the related account
* Add contacts, phones, tasks, opportunities, event forms
* Call from listed phones (when calling is enabled)
* Build a route from mapped accounts
* Export a Companies report

'''Screen title:''' Account Companies

'''Browser title:''' CallProof :: Account Companies

'''Menu label:''' Companies (on many Quick Links menus)

'''Address:''' <code>/contact_companies/</code>

<div style="clear:both;"></div>

== How this differs from Accounts ==

{| class="wikitable"
! Screen
! Address
! What it is
|-
| '''Account Companies''' (this page)
| <code>/contact_companies/</code>
| Company-name list (parent company records) with linked account details and actions
|-
| '''Accounts'''
| <code>/contacts/</code>
| Full account/contact list and filters
|-
| '''Add Account'''
| <code>/contacts/add_new_account/</code>
| Create a full account in one flow
|}

Think of '''Companies''' as the company name layer, and '''Accounts''' as the full account records under those names.

== How to open Account Companies ==

=== Option A — Quick Links ===

# Sign in to CallProof.
# From Accounts or a related screen, open '''Quick Links'''.
# Click '''Companies'''.

=== Option B — Direct address ===

# Go to your CallProof site and add <code>/contact_companies/</code>.
# Press '''Enter'''.

=== Option C — From this page’s Quick Links ===

# On Account Companies, '''Quick Links''' also includes Account, Call History, Autotext, Add Account, Import, Export Accounts, Do Not Call, and Labels.

== Permissions ==

* You must be '''signed in'''.
* The list respects your contact visibility (assigned accounts / unassigned leads / radius settings).
* '''Delete''' appears for managers or users with delete-contacts permission.
* Calling buttons appear only when your company has those calling options enabled.

== What you see ==

=== Header ===

* '''Account Companies''' title
* '''Add Company'''
* '''Quick Links'''
* '''Filter'''

=== Table columns ===

{| class="wikitable"
! Column
! What it shows
|-
| (photo)
| Account image / type icon / initials — links to account edit
|-
| '''Name'''
| Company name (click to rename)
|-
| '''Address'''
| Full address, lat/long (if present), Last Contacted, people (Contacts), Sales Reps
|-
| '''Phone'''
| Up to several phones with call actions; '''Show More''' when there are more than three
|-
| '''Type'''
| Account type
|-
| '''Actions'''
| Event forms, Add Task, Add Opportunity, Edit, Delete, Route, Add Contacts, Rename company, Add Phone
|}

Empty list: '''No account company found'''

=== Footer / extras ===

* Pagination
* '''Export Companies Report''' (when the list has rows)
* '''Save Route''' (when you add mapped accounts to a route)

== Why Account Companies matters ==

{| class="wikitable"
! Action
! Purpose
! When to use it
|-
| '''Add Company'''
| Create a company name, then finish the account.
| New customer organization.
|-
| '''Rename company'''
| Correct spelling or rebrand without rebuilding the account.
| Data cleanup.
|-
| '''Filter / search'''
| Find a company by name, city, state, ZIP, etc.
| Daily lookup.
|-
| '''Account actions'''
| Work the linked account from the company list.
| Fast follow-up without switching screens first.
|-
| '''Export Companies Report'''
| Email a companies export file.
| Reporting and backups.
|}

----

= Filter companies =

[[File:AccountCompaniesFilter.png|350px|thumb|right|Filter Companies]]

=== Steps ===

# Click the '''Filter''' button (panel title: '''Filter Companies''').
# Set any of:

{| class="wikitable"
! Field
! Notes
|-
| '''Search'''
| Free text — example hint: ABC Corp, TN, 37080, Nashville
|-
| '''Company'''
| Pick from the company name list
|-
| '''Sort'''
| '''Alphabetical''' · '''Rev Alphabetical''' · '''Date Added''' · '''Rev Date Added'''
|-
| '''Max Result'''
| 50 · 100 · 1000 · 5000 · 10000
|}

# Apply / Search to refresh the list.
# Clear to reset filters.

<div style="clear:both;"></div>

= Add Company =

[[File:AccountCompaniesAdd.png|350px|thumb|right|Add Company popup]]

'''Popup title:''' Add Company
'''Address:''' <code>/contact_companies/new/</code>

=== Steps ===

# Click '''Add Company''' (or Quick Links → Add Company on other screens).
# Enter '''Company Name''' (max 64 characters in the popup field).
# Click '''Save'''.
# Success: '''Contact company added successfully'''.
# CallProof opens the new-account flow: <code>/contacts/new/<company_id>/</code> so you can finish account details.

=== Good to know ===

* Adding a company name alone is only the first step — complete the account form next.
* To add a full account another way: Quick Links → '''Add Account'''.

<div style="clear:both;"></div>

= Rename a company =

[[File:AccountCompaniesRename.png|350px|thumb|right|Update Company]]

'''Popup title:''' Update Company

=== Steps ===

# Click the company '''Name''', or the company-name edit icon in Actions.
# Change '''Company Name'''.
# Click '''Save'''.
# Success: '''Contact company updated successfully'''.
# You are redirected to the related account edit page (or company edit if no account is linked yet).

<div style="clear:both;"></div>

----

= Work with the linked account (row actions) =

[[File:AccountCompaniesActions.png|350px|thumb|right|Company row actions]]

{| class="wikitable"
! Action
! What it does
|-
| Photo / Edit
| Open account edit (<code>/contacts/edit/<id>/</code>)
|-
| Location / lat-long
| Open the account when coordinates exist
|-
| Phone link
| Open that account’s phones (<code>/contact_phones/<id>/</code>)
|-
| Call icons
| Green: call mobile first · Computer soft call · Carrier/client call (when enabled)
|-
| Event Form list
| Start an available event form for the account
|-
| Add Task
| Create a task for the account
|-
| Add Opportunity
| Create an opportunity for the account
|-
| Delete
| Delete the linked account (permission required)
|-
| Add / Remove Route
| Include the account in a route (needs lat/long)
|-
| Add Contacts
| Add a person under the account
|-
| Add Phone
| Add a phone to the account
|-
| Show More / Show Less
| Expand or collapse extra phone numbers
|}

=== Delete ===

# Click trash (if shown).
# Confirm.
# Success typically: account deleted message.
# Without permission, delete is blocked.

<div style="clear:both;"></div>

----

= Save a route =

=== Steps ===

# On rows with map coordinates, click '''Add Route''' (map icon).
# The icon switches to remove-route; the route counter updates.
# Click '''Save Route''' at the bottom of the list area.
# Follow the save-route prompts to name/store the route.
# Use gray map (no lat/long) rows only after the account has a valid location.

----

= Export Companies Report =

[[File:AccountCompaniesExport.png|350px|thumb|right|Export Companies]]

'''Popup title:''' Export Companies
'''Address:''' <code>/contact_companies/export/</code>

=== Steps ===

# With results on the list, click '''Export Companies Report''' (near pagination).
# Read the schedule message — the report runs in the background and is emailed to you.
# Optionally check '''Include All Contact Details and Custom Fields'''.
# Create / schedule the export.
# Success: '''A new export has been scheduled successfully''' (or similar).
# When finished, open the emailed file or your '''Exports''' page.

=== If an export is already running ===

* CallProof may say an export is already in process — wait until it finishes, then try again.
* Completed exports can also be opened from Exports.

<div style="clear:both;"></div>

----

= Typical workflow =

# Open <code>/contact_companies/</code>.
# Filter or search for the company.
# Click the name to rename, or Edit to open the account.
# Use Add Task / Opportunity / Phone / Contacts as needed.
# Optionally add mapped accounts to a route and '''Save Route'''.
# For bulk reporting, run '''Export Companies Report'''.

----

= Tips and important notes =

* Menu often says '''Companies'''; the page heading is '''Account Companies'''.
* Company name and Account are related but not identical screens — use Accounts for deeper filters and account-centric work.
* '''Add Company''' creates the company record, then sends you to finish the account.
* Sales Reps show '''All''', named reps, or '''None''' (in red when none).
* Last Contacted shows a relative time or '''Never'''.
* Calling icons depend on company Twilio / caller settings.
* Export is emailed and may take time on large lists.

== Need help? ==

* No account company found: clear filters or add a company / account
* Add Company succeeded but account incomplete: finish the form at <code>/contacts/new/…</code>
* Cannot delete: ask a manager or user with delete-contacts permission
* Map/route grayed out: set latitude/longitude on the account first
* Export not arriving: check spam, Exports page, and whether another export is still running
* Other issues: email [mailto:support@callproof.com support@callproof.com]

Companies (New web)

2026-07-31T09:01:52Z

Ashley DeBon: /* Filter companies */

Path: [[Callproof Support]] - [[New Website]] - [[Accounts (New web)]] - [[Companies (New web)]]
= Account Companies =

'''Screen purpose:''' Browse and manage company names that group your Accounts — search companies, rename them, add a new company, jump into accounts, and run common account actions from one list.
[[File:AccountCompanies.png|350px|thumb|Account Companies]]

* Browse companies and their linked accounts
* Search, sort, and limit results
* Add a company name (then finish the account)
* Rename a company
* Open / edit the related account
* Add contacts, phones, tasks, opportunities, event forms
* Call from listed phones (when calling is enabled)
* Build a route from mapped accounts
* Export a Companies report

'''Screen title:''' Account Companies

'''Browser title:''' CallProof :: Account Companies

'''Menu label:''' Companies (on many Quick Links menus)

'''Address:''' <code>/contact_companies/</code>

<div style="clear:both;"></div>

== How this differs from Accounts ==

{| class="wikitable"
! Screen
! Address
! What it is
|-
| '''Account Companies''' (this page)
| <code>/contact_companies/</code>
| Company-name list (parent company records) with linked account details and actions
|-
| '''Accounts'''
| <code>/contacts/</code>
| Full account/contact list and filters
|-
| '''Add Account'''
| <code>/contacts/add_new_account/</code>
| Create a full account in one flow
|}

Think of '''Companies''' as the company name layer, and '''Accounts''' as the full account records under those names.

== How to open Account Companies ==

=== Option A — Quick Links ===

# Sign in to CallProof.
# From Accounts or a related screen, open '''Quick Links'''.
# Click '''Companies'''.

=== Option B — Direct address ===

# Go to your CallProof site and add <code>/contact_companies/</code>.
# Press '''Enter'''.

=== Option C — From this page’s Quick Links ===

# On Account Companies, '''Quick Links''' also includes Account, Call History, Autotext, Add Account, Import, Export Accounts, Do Not Call, and Labels.

== Permissions ==

* You must be '''signed in'''.
* The list respects your contact visibility (assigned accounts / unassigned leads / radius settings).
* '''Delete''' appears for managers or users with delete-contacts permission.
* Calling buttons appear only when your company has those calling options enabled.

== What you see ==

=== Header ===

* '''Account Companies''' title
* '''Add Company'''
* '''Quick Links'''
* '''Filter'''

=== Table columns ===

{| class="wikitable"
! Column
! What it shows
|-
| (photo)
| Account image / type icon / initials — links to account edit
|-
| '''Name'''
| Company name (click to rename)
|-
| '''Address'''
| Full address, lat/long (if present), Last Contacted, people (Contacts), Sales Reps
|-
| '''Phone'''
| Up to several phones with call actions; '''Show More''' when there are more than three
|-
| '''Type'''
| Account type
|-
| '''Actions'''
| Event forms, Add Task, Add Opportunity, Edit, Delete, Route, Add Contacts, Rename company, Add Phone
|}

Empty list: '''No account company found'''

=== Footer / extras ===

* Pagination
* '''Export Companies Report''' (when the list has rows)
* '''Save Route''' (when you add mapped accounts to a route)

== Why Account Companies matters ==

{| class="wikitable"
! Action
! Purpose
! When to use it
|-
| '''Add Company'''
| Create a company name, then finish the account.
| New customer organization.
|-
| '''Rename company'''
| Correct spelling or rebrand without rebuilding the account.
| Data cleanup.
|-
| '''Filter / search'''
| Find a company by name, city, state, ZIP, etc.
| Daily lookup.
|-
| '''Account actions'''
| Work the linked account from the company list.
| Fast follow-up without switching screens first.
|-
| '''Export Companies Report'''
| Email a companies export file.
| Reporting and backups.
|}

----

= Filter companies =

[[File:AccountCompaniesFilter.png|350px|thumb|right|Filter Companies]]

=== Steps ===

# Click the '''Filter''' button (panel title: '''Filter Companies''').
# Set any of:

{| class="wikitable"
! Field
! Notes
|-
| '''Search'''
| Free text — example hint: ABC Corp, TN, 37080, Nashville
|-
| '''Company'''
| Pick from the company name list
|-
| '''Sort'''
| '''Alphabetical''' · '''Rev Alphabetical''' · '''Date Added''' · '''Rev Date Added'''
|-
| '''Max Result'''
| 50 · 100 · 1000 · 5000 · 10000
|}

# Apply / Search to refresh the list.
# Clear to reset filters.

<div style="clear:both;"></div>

= Add Company =

[[File:AccountCompaniesAdd.png|350px|thumb|right|Add Company popup]]

'''Popup title:''' Add Company
'''Address:''' <code>/contact_companies/new/</code>

=== Steps ===

# Click '''Add Company''' (or Quick Links → Add Company on other screens).
# Enter '''Company Name''' (max 64 characters in the popup field).
# Click '''Save'''.
# Success: '''Contact company added successfully'''.
# CallProof opens the new-account flow: <code>/contacts/new/<company_id>/</code> so you can finish account details.

=== Good to know ===

* Adding a company name alone is only the first step — complete the account form next.
* To add a full account another way: Quick Links → '''Add Account'''.

<div style="clear:both;"></div>

----

= Rename a company =

[[File:AccountCompaniesRename.png|350px|thumb|right|Update Company]]

'''Popup title:''' Update Company

=== Steps ===

# Click the company '''Name''', or the company-name edit icon in Actions.
# Change '''Company Name'''.
# Click '''Save'''.
# Success: '''Contact company updated successfully'''.
# You are redirected to the related account edit page (or company edit if no account is linked yet).

<div style="clear:both;"></div>

----

= Work with the linked account (row actions) =

[[File:AccountCompaniesActions.png|350px|thumb|right|Company row actions]]

{| class="wikitable"
! Action
! What it does
|-
| Photo / Edit
| Open account edit (<code>/contacts/edit/<id>/</code>)
|-
| Location / lat-long
| Open the account when coordinates exist
|-
| Phone link
| Open that account’s phones (<code>/contact_phones/<id>/</code>)
|-
| Call icons
| Green: call mobile first · Computer soft call · Carrier/client call (when enabled)
|-
| Event Form list
| Start an available event form for the account
|-
| Add Task
| Create a task for the account
|-
| Add Opportunity
| Create an opportunity for the account
|-
| Delete
| Delete the linked account (permission required)
|-
| Add / Remove Route
| Include the account in a route (needs lat/long)
|-
| Add Contacts
| Add a person under the account
|-
| Add Phone
| Add a phone to the account
|-
| Show More / Show Less
| Expand or collapse extra phone numbers
|}

=== Delete ===

# Click trash (if shown).
# Confirm.
# Success typically: account deleted message.
# Without permission, delete is blocked.

<div style="clear:both;"></div>

----

= Save a route =

=== Steps ===

# On rows with map coordinates, click '''Add Route''' (map icon).
# The icon switches to remove-route; the route counter updates.
# Click '''Save Route''' at the bottom of the list area.
# Follow the save-route prompts to name/store the route.
# Use gray map (no lat/long) rows only after the account has a valid location.

----

= Export Companies Report =

[[File:AccountCompaniesExport.png|350px|thumb|right|Export Companies]]

'''Popup title:''' Export Companies
'''Address:''' <code>/contact_companies/export/</code>

=== Steps ===

# With results on the list, click '''Export Companies Report''' (near pagination).
# Read the schedule message — the report runs in the background and is emailed to you.
# Optionally check '''Include All Contact Details and Custom Fields'''.
# Create / schedule the export.
# Success: '''A new export has been scheduled successfully''' (or similar).
# When finished, open the emailed file or your '''Exports''' page.

=== If an export is already running ===

* CallProof may say an export is already in process — wait until it finishes, then try again.
* Completed exports can also be opened from Exports.

<div style="clear:both;"></div>

----

= Typical workflow =

# Open <code>/contact_companies/</code>.
# Filter or search for the company.
# Click the name to rename, or Edit to open the account.
# Use Add Task / Opportunity / Phone / Contacts as needed.
# Optionally add mapped accounts to a route and '''Save Route'''.
# For bulk reporting, run '''Export Companies Report'''.

----

= Tips and important notes =

* Menu often says '''Companies'''; the page heading is '''Account Companies'''.
* Company name and Account are related but not identical screens — use Accounts for deeper filters and account-centric work.
* '''Add Company''' creates the company record, then sends you to finish the account.
* Sales Reps show '''All''', named reps, or '''None''' (in red when none).
* Last Contacted shows a relative time or '''Never'''.
* Calling icons depend on company Twilio / caller settings.
* Export is emailed and may take time on large lists.

== Need help? ==

* No account company found: clear filters or add a company / account
* Add Company succeeded but account incomplete: finish the form at <code>/contacts/new/…</code>
* Cannot delete: ask a manager or user with delete-contacts permission
* Map/route grayed out: set latitude/longitude on the account first
* Export not arriving: check spam, Exports page, and whether another export is still running
* Other issues: email [mailto:support@callproof.com support@callproof.com]

File:AccountCompaniesFilter.png

2026-07-31T08:42:37Z

Ashley DeBon:

File:AccountCompanies.png

2026-07-31T08:34:36Z

Ashley DeBon:

Companies (New web)

2026-07-31T08:29:30Z

Ashley DeBon:

Path: [[Callproof Support]] - [[New Website]] - [[Accounts (New web)]] - [[Companies (New web)]]
= Account Companies =

'''Screen purpose:''' Browse and manage company names that group your Accounts — search companies, rename them, add a new company, jump into accounts, and run common account actions from one list.
[[File:AccountCompanies.png|350px|thumb|Account Companies]]

* Browse companies and their linked accounts
* Search, sort, and limit results
* Add a company name (then finish the account)
* Rename a company
* Open / edit the related account
* Add contacts, phones, tasks, opportunities, event forms
* Call from listed phones (when calling is enabled)
* Build a route from mapped accounts
* Export a Companies report

'''Screen title:''' Account Companies

'''Browser title:''' CallProof :: Account Companies

'''Menu label:''' Companies (on many Quick Links menus)

'''Address:''' <code>/contact_companies/</code>

<div style="clear:both;"></div>

== How this differs from Accounts ==

{| class="wikitable"
! Screen
! Address
! What it is
|-
| '''Account Companies''' (this page)
| <code>/contact_companies/</code>
| Company-name list (parent company records) with linked account details and actions
|-
| '''Accounts'''
| <code>/contacts/</code>
| Full account/contact list and filters
|-
| '''Add Account'''
| <code>/contacts/add_new_account/</code>
| Create a full account in one flow
|}

Think of '''Companies''' as the company name layer, and '''Accounts''' as the full account records under those names.

== How to open Account Companies ==

=== Option A — Quick Links ===

# Sign in to CallProof.
# From Accounts or a related screen, open '''Quick Links'''.
# Click '''Companies'''.

=== Option B — Direct address ===

# Go to your CallProof site and add <code>/contact_companies/</code>.
# Press '''Enter'''.

=== Option C — From this page’s Quick Links ===

# On Account Companies, '''Quick Links''' also includes Account, Call History, Autotext, Add Account, Import, Export Accounts, Do Not Call, and Labels.

== Permissions ==

* You must be '''signed in'''.
* The list respects your contact visibility (assigned accounts / unassigned leads / radius settings).
* '''Delete''' appears for managers or users with delete-contacts permission.
* Calling buttons appear only when your company has those calling options enabled.

== What you see ==

=== Header ===

* '''Account Companies''' title
* '''Add Company'''
* '''Quick Links'''
* '''Filter'''

=== Table columns ===

{| class="wikitable"
! Column
! What it shows
|-
| (photo)
| Account image / type icon / initials — links to account edit
|-
| '''Name'''
| Company name (click to rename)
|-
| '''Address'''
| Full address, lat/long (if present), Last Contacted, people (Contacts), Sales Reps
|-
| '''Phone'''
| Up to several phones with call actions; '''Show More''' when there are more than three
|-
| '''Type'''
| Account type
|-
| '''Actions'''
| Event forms, Add Task, Add Opportunity, Edit, Delete, Route, Add Contacts, Rename company, Add Phone
|}

Empty list: '''No account company found'''

=== Footer / extras ===

* Pagination
* '''Export Companies Report''' (when the list has rows)
* '''Save Route''' (when you add mapped accounts to a route)

== Why Account Companies matters ==

{| class="wikitable"
! Action
! Purpose
! When to use it
|-
| '''Add Company'''
| Create a company name, then finish the account.
| New customer organization.
|-
| '''Rename company'''
| Correct spelling or rebrand without rebuilding the account.
| Data cleanup.
|-
| '''Filter / search'''
| Find a company by name, city, state, ZIP, etc.
| Daily lookup.
|-
| '''Account actions'''
| Work the linked account from the company list.
| Fast follow-up without switching screens first.
|-
| '''Export Companies Report'''
| Email a companies export file.
| Reporting and backups.
|}

----

= Filter companies =

[[File:AccountCompaniesFilter.png|350px|thumb|right|Filter Companies]]

=== Steps ===

# Click the '''Filter''' button (panel title: '''Filter Companies''').
# Set any of:

{| class="wikitable"
! Field
! Notes
|-
| '''Search'''
| Free text — example hint: ABC Corp, TN, 37080, Nashville
|-
| '''Company'''
| Pick from the company name list
|-
| '''Sort'''
| '''Alphabetical''' · '''Rev Alphabetical''' · '''Date Added''' · '''Rev Date Added'''
|-
| '''Max Result'''
| 50 · 100 · 1000 · 5000 · 10000
|}

# Apply / Search to refresh the list.
# Clear to reset filters.

<div style="clear:both;"></div>

----

= Add Company =

[[File:AccountCompaniesAdd.png|350px|thumb|right|Add Company popup]]

'''Popup title:''' Add Company
'''Address:''' <code>/contact_companies/new/</code>

=== Steps ===

# Click '''Add Company''' (or Quick Links → Add Company on other screens).
# Enter '''Company Name''' (max 64 characters in the popup field).
# Click '''Save'''.
# Success: '''Contact company added successfully'''.
# CallProof opens the new-account flow: <code>/contacts/new/<company_id>/</code> so you can finish account details.

=== Good to know ===

* Adding a company name alone is only the first step — complete the account form next.
* To add a full account another way: Quick Links → '''Add Account'''.

<div style="clear:both;"></div>

----

= Rename a company =

[[File:AccountCompaniesRename.png|350px|thumb|right|Update Company]]

'''Popup title:''' Update Company

=== Steps ===

# Click the company '''Name''', or the company-name edit icon in Actions.
# Change '''Company Name'''.
# Click '''Save'''.
# Success: '''Contact company updated successfully'''.
# You are redirected to the related account edit page (or company edit if no account is linked yet).

<div style="clear:both;"></div>

----

= Work with the linked account (row actions) =

[[File:AccountCompaniesActions.png|350px|thumb|right|Company row actions]]

{| class="wikitable"
! Action
! What it does
|-
| Photo / Edit
| Open account edit (<code>/contacts/edit/<id>/</code>)
|-
| Location / lat-long
| Open the account when coordinates exist
|-
| Phone link
| Open that account’s phones (<code>/contact_phones/<id>/</code>)
|-
| Call icons
| Green: call mobile first · Computer soft call · Carrier/client call (when enabled)
|-
| Event Form list
| Start an available event form for the account
|-
| Add Task
| Create a task for the account
|-
| Add Opportunity
| Create an opportunity for the account
|-
| Delete
| Delete the linked account (permission required)
|-
| Add / Remove Route
| Include the account in a route (needs lat/long)
|-
| Add Contacts
| Add a person under the account
|-
| Add Phone
| Add a phone to the account
|-
| Show More / Show Less
| Expand or collapse extra phone numbers
|}

=== Delete ===

# Click trash (if shown).
# Confirm.
# Success typically: account deleted message.
# Without permission, delete is blocked.

<div style="clear:both;"></div>

----

= Save a route =

=== Steps ===

# On rows with map coordinates, click '''Add Route''' (map icon).
# The icon switches to remove-route; the route counter updates.
# Click '''Save Route''' at the bottom of the list area.
# Follow the save-route prompts to name/store the route.
# Use gray map (no lat/long) rows only after the account has a valid location.

----

= Export Companies Report =

[[File:AccountCompaniesExport.png|350px|thumb|right|Export Companies]]

'''Popup title:''' Export Companies
'''Address:''' <code>/contact_companies/export/</code>

=== Steps ===

# With results on the list, click '''Export Companies Report''' (near pagination).
# Read the schedule message — the report runs in the background and is emailed to you.
# Optionally check '''Include All Contact Details and Custom Fields'''.
# Create / schedule the export.
# Success: '''A new export has been scheduled successfully''' (or similar).
# When finished, open the emailed file or your '''Exports''' page.

=== If an export is already running ===

* CallProof may say an export is already in process — wait until it finishes, then try again.
* Completed exports can also be opened from Exports.

<div style="clear:both;"></div>

----

= Typical workflow =

# Open <code>/contact_companies/</code>.
# Filter or search for the company.
# Click the name to rename, or Edit to open the account.
# Use Add Task / Opportunity / Phone / Contacts as needed.
# Optionally add mapped accounts to a route and '''Save Route'''.
# For bulk reporting, run '''Export Companies Report'''.

----

= Tips and important notes =

* Menu often says '''Companies'''; the page heading is '''Account Companies'''.
* Company name and Account are related but not identical screens — use Accounts for deeper filters and account-centric work.
* '''Add Company''' creates the company record, then sends you to finish the account.
* Sales Reps show '''All''', named reps, or '''None''' (in red when none).
* Last Contacted shows a relative time or '''Never'''.
* Calling icons depend on company Twilio / caller settings.
* Export is emailed and may take time on large lists.

== Need help? ==

* No account company found: clear filters or add a company / account
* Add Company succeeded but account incomplete: finish the form at <code>/contacts/new/…</code>
* Cannot delete: ask a manager or user with delete-contacts permission
* Map/route grayed out: set latitude/longitude on the account first
* Export not arriving: check spam, Exports page, and whether another export is still running
* Other issues: email [mailto:support@callproof.com support@callproof.com]

Companies (New web)

2026-07-31T08:24:31Z

Ashley DeBon:

Path: [[Callproof Support]] - [[New Website]] - [[Accounts (New web)]] - [[Account Companies]]

= Account Companies =

'''Screen purpose:''' Browse and manage company names that group your Accounts — search companies, rename them, add a new company, jump into accounts, and run common account actions from one list.
[[File:AccountCompanies.png|350px|thumb|Account Companies]]

* Browse companies and their linked accounts
* Search, sort, and limit results
* Add a company name (then finish the account)
* Rename a company
* Open / edit the related account
* Add contacts, phones, tasks, opportunities, event forms
* Call from listed phones (when calling is enabled)
* Build a route from mapped accounts
* Export a Companies report

'''Screen title:''' Account Companies

'''Browser title:''' CallProof :: Account Companies

'''Menu label:''' Companies (on many Quick Links menus)

'''Address:''' <code>/contact_companies/</code>

<div style="clear:both;"></div>

== How this differs from Accounts ==

{| class="wikitable"
! Screen
! Address
! What it is
|-
| '''Account Companies''' (this page)
| <code>/contact_companies/</code>
| Company-name list (parent company records) with linked account details and actions
|-
| '''Accounts'''
| <code>/contacts/</code>
| Full account/contact list and filters
|-
| '''Add Account'''
| <code>/contacts/add_new_account/</code>
| Create a full account in one flow
|}

Think of '''Companies''' as the company name layer, and '''Accounts''' as the full account records under those names.

== How to open Account Companies ==

=== Option A — Quick Links ===

# Sign in to CallProof.
# From Accounts or a related screen, open '''Quick Links'''.
# Click '''Companies'''.

=== Option B — Direct address ===

# Go to your CallProof site and add <code>/contact_companies/</code>.
# Press '''Enter'''.

=== Option C — From this page’s Quick Links ===

# On Account Companies, '''Quick Links''' also includes Account, Call History, Autotext, Add Account, Import, Export Accounts, Do Not Call, and Labels.

== Permissions ==

* You must be '''signed in'''.
* The list respects your contact visibility (assigned accounts / unassigned leads / radius settings).
* '''Delete''' appears for managers or users with delete-contacts permission.
* Calling buttons appear only when your company has those calling options enabled.

== What you see ==

=== Header ===

* '''Account Companies''' title
* '''Add Company'''
* '''Quick Links'''
* '''Filter'''

=== Table columns ===

{| class="wikitable"
! Column
! What it shows
|-
| (photo)
| Account image / type icon / initials — links to account edit
|-
| '''Name'''
| Company name (click to rename)
|-
| '''Address'''
| Full address, lat/long (if present), Last Contacted, people (Contacts), Sales Reps
|-
| '''Phone'''
| Up to several phones with call actions; '''Show More''' when there are more than three
|-
| '''Type'''
| Account type
|-
| '''Actions'''
| Event forms, Add Task, Add Opportunity, Edit, Delete, Route, Add Contacts, Rename company, Add Phone
|}

Empty list: '''No account company found'''

=== Footer / extras ===

* Pagination
* '''Export Companies Report''' (when the list has rows)
* '''Save Route''' (when you add mapped accounts to a route)

== Why Account Companies matters ==

{| class="wikitable"
! Action
! Purpose
! When to use it
|-
| '''Add Company'''
| Create a company name, then finish the account.
| New customer organization.
|-
| '''Rename company'''
| Correct spelling or rebrand without rebuilding the account.
| Data cleanup.
|-
| '''Filter / search'''
| Find a company by name, city, state, ZIP, etc.
| Daily lookup.
|-
| '''Account actions'''
| Work the linked account from the company list.
| Fast follow-up without switching screens first.
|-
| '''Export Companies Report'''
| Email a companies export file.
| Reporting and backups.
|}

----

= Filter companies =

[[File:AccountCompaniesFilter.png|350px|thumb|right|Filter Companies]]

=== Steps ===

# Click the '''Filter''' button (panel title: '''Filter Companies''').
# Set any of:

{| class="wikitable"
! Field
! Notes
|-
| '''Search'''
| Free text — example hint: ABC Corp, TN, 37080, Nashville
|-
| '''Company'''
| Pick from the company name list
|-
| '''Sort'''
| '''Alphabetical''' · '''Rev Alphabetical''' · '''Date Added''' · '''Rev Date Added'''
|-
| '''Max Result'''
| 50 · 100 · 1000 · 5000 · 10000
|}

# Apply / Search to refresh the list.
# Clear to reset filters.

<div style="clear:both;"></div>

----

= Add Company =

[[File:AccountCompaniesAdd.png|350px|thumb|right|Add Company popup]]

'''Popup title:''' Add Company
'''Address:''' <code>/contact_companies/new/</code>

=== Steps ===

# Click '''Add Company''' (or Quick Links → Add Company on other screens).
# Enter '''Company Name''' (max 64 characters in the popup field).
# Click '''Save'''.
# Success: '''Contact company added successfully'''.
# CallProof opens the new-account flow: <code>/contacts/new/<company_id>/</code> so you can finish account details.

=== Good to know ===

* Adding a company name alone is only the first step — complete the account form next.
* To add a full account another way: Quick Links → '''Add Account'''.

<div style="clear:both;"></div>

----

= Rename a company =

[[File:AccountCompaniesRename.png|350px|thumb|right|Update Company]]

'''Popup title:''' Update Company

=== Steps ===

# Click the company '''Name''', or the company-name edit icon in Actions.
# Change '''Company Name'''.
# Click '''Save'''.
# Success: '''Contact company updated successfully'''.
# You are redirected to the related account edit page (or company edit if no account is linked yet).

<div style="clear:both;"></div>

----

= Work with the linked account (row actions) =

[[File:AccountCompaniesActions.png|350px|thumb|right|Company row actions]]

{| class="wikitable"
! Action
! What it does
|-
| Photo / Edit
| Open account edit (<code>/contacts/edit/<id>/</code>)
|-
| Location / lat-long
| Open the account when coordinates exist
|-
| Phone link
| Open that account’s phones (<code>/contact_phones/<id>/</code>)
|-
| Call icons
| Green: call mobile first · Computer soft call · Carrier/client call (when enabled)
|-
| Event Form list
| Start an available event form for the account
|-
| Add Task
| Create a task for the account
|-
| Add Opportunity
| Create an opportunity for the account
|-
| Delete
| Delete the linked account (permission required)
|-
| Add / Remove Route
| Include the account in a route (needs lat/long)
|-
| Add Contacts
| Add a person under the account
|-
| Add Phone
| Add a phone to the account
|-
| Show More / Show Less
| Expand or collapse extra phone numbers
|}

=== Delete ===

# Click trash (if shown).
# Confirm.
# Success typically: account deleted message.
# Without permission, delete is blocked.

<div style="clear:both;"></div>

----

= Save a route =

=== Steps ===

# On rows with map coordinates, click '''Add Route''' (map icon).
# The icon switches to remove-route; the route counter updates.
# Click '''Save Route''' at the bottom of the list area.
# Follow the save-route prompts to name/store the route.
# Use gray map (no lat/long) rows only after the account has a valid location.

----

= Export Companies Report =

[[File:AccountCompaniesExport.png|350px|thumb|right|Export Companies]]

'''Popup title:''' Export Companies
'''Address:''' <code>/contact_companies/export/</code>

=== Steps ===

# With results on the list, click '''Export Companies Report''' (near pagination).
# Read the schedule message — the report runs in the background and is emailed to you.
# Optionally check '''Include All Contact Details and Custom Fields'''.
# Create / schedule the export.
# Success: '''A new export has been scheduled successfully''' (or similar).
# When finished, open the emailed file or your '''Exports''' page.

=== If an export is already running ===

* CallProof may say an export is already in process — wait until it finishes, then try again.
* Completed exports can also be opened from Exports.

<div style="clear:both;"></div>

----

= Typical workflow =

# Open <code>/contact_companies/</code>.
# Filter or search for the company.
# Click the name to rename, or Edit to open the account.
# Use Add Task / Opportunity / Phone / Contacts as needed.
# Optionally add mapped accounts to a route and '''Save Route'''.
# For bulk reporting, run '''Export Companies Report'''.

----

= Tips and important notes =

* Menu often says '''Companies'''; the page heading is '''Account Companies'''.
* Company name and Account are related but not identical screens — use Accounts for deeper filters and account-centric work.
* '''Add Company''' creates the company record, then sends you to finish the account.
* Sales Reps show '''All''', named reps, or '''None''' (in red when none).
* Last Contacted shows a relative time or '''Never'''.
* Calling icons depend on company Twilio / caller settings.
* Export is emailed and may take time on large lists.

== Need help? ==

* No account company found: clear filters or add a company / account
* Add Company succeeded but account incomplete: finish the form at <code>/contacts/new/…</code>
* Cannot delete: ask a manager or user with delete-contacts permission
* Map/route grayed out: set latitude/longitude on the account first
* Export not arriving: check spam, Exports page, and whether another export is still running
* Other issues: email [mailto:support@callproof.com support@callproof.com]

Companies (New web)

2026-07-31T08:24:16Z

Ashley DeBon: Created page with "Path: Callproof Support - New Website - Account Companies = Account Companies = '''Screen purpose:''' Browse and manage company names that group your Accounts..."

Path: [[Callproof Support]] - [[New Website]] - [[Account Companies]]

= Account Companies =

'''Screen purpose:''' Browse and manage company names that group your Accounts — search companies, rename them, add a new company, jump into accounts, and run common account actions from one list.
[[File:AccountCompanies.png|350px|thumb|Account Companies]]

* Browse companies and their linked accounts
* Search, sort, and limit results
* Add a company name (then finish the account)
* Rename a company
* Open / edit the related account
* Add contacts, phones, tasks, opportunities, event forms
* Call from listed phones (when calling is enabled)
* Build a route from mapped accounts
* Export a Companies report

'''Screen title:''' Account Companies

'''Browser title:''' CallProof :: Account Companies

'''Menu label:''' Companies (on many Quick Links menus)

'''Address:''' <code>/contact_companies/</code>

<div style="clear:both;"></div>

== How this differs from Accounts ==

{| class="wikitable"
! Screen
! Address
! What it is
|-
| '''Account Companies''' (this page)
| <code>/contact_companies/</code>
| Company-name list (parent company records) with linked account details and actions
|-
| '''Accounts'''
| <code>/contacts/</code>
| Full account/contact list and filters
|-
| '''Add Account'''
| <code>/contacts/add_new_account/</code>
| Create a full account in one flow
|}

Think of '''Companies''' as the company name layer, and '''Accounts''' as the full account records under those names.

== How to open Account Companies ==

=== Option A — Quick Links ===

# Sign in to CallProof.
# From Accounts or a related screen, open '''Quick Links'''.
# Click '''Companies'''.

=== Option B — Direct address ===

# Go to your CallProof site and add <code>/contact_companies/</code>.
# Press '''Enter'''.

=== Option C — From this page’s Quick Links ===

# On Account Companies, '''Quick Links''' also includes Account, Call History, Autotext, Add Account, Import, Export Accounts, Do Not Call, and Labels.

== Permissions ==

* You must be '''signed in'''.
* The list respects your contact visibility (assigned accounts / unassigned leads / radius settings).
* '''Delete''' appears for managers or users with delete-contacts permission.
* Calling buttons appear only when your company has those calling options enabled.

== What you see ==

=== Header ===

* '''Account Companies''' title
* '''Add Company'''
* '''Quick Links'''
* '''Filter'''

=== Table columns ===

{| class="wikitable"
! Column
! What it shows
|-
| (photo)
| Account image / type icon / initials — links to account edit
|-
| '''Name'''
| Company name (click to rename)
|-
| '''Address'''
| Full address, lat/long (if present), Last Contacted, people (Contacts), Sales Reps
|-
| '''Phone'''
| Up to several phones with call actions; '''Show More''' when there are more than three
|-
| '''Type'''
| Account type
|-
| '''Actions'''
| Event forms, Add Task, Add Opportunity, Edit, Delete, Route, Add Contacts, Rename company, Add Phone
|}

Empty list: '''No account company found'''

=== Footer / extras ===

* Pagination
* '''Export Companies Report''' (when the list has rows)
* '''Save Route''' (when you add mapped accounts to a route)

== Why Account Companies matters ==

{| class="wikitable"
! Action
! Purpose
! When to use it
|-
| '''Add Company'''
| Create a company name, then finish the account.
| New customer organization.
|-
| '''Rename company'''
| Correct spelling or rebrand without rebuilding the account.
| Data cleanup.
|-
| '''Filter / search'''
| Find a company by name, city, state, ZIP, etc.
| Daily lookup.
|-
| '''Account actions'''
| Work the linked account from the company list.
| Fast follow-up without switching screens first.
|-
| '''Export Companies Report'''
| Email a companies export file.
| Reporting and backups.
|}

----

= Filter companies =

[[File:AccountCompaniesFilter.png|350px|thumb|right|Filter Companies]]

=== Steps ===

# Click the '''Filter''' button (panel title: '''Filter Companies''').
# Set any of:

{| class="wikitable"
! Field
! Notes
|-
| '''Search'''
| Free text — example hint: ABC Corp, TN, 37080, Nashville
|-
| '''Company'''
| Pick from the company name list
|-
| '''Sort'''
| '''Alphabetical''' · '''Rev Alphabetical''' · '''Date Added''' · '''Rev Date Added'''
|-
| '''Max Result'''
| 50 · 100 · 1000 · 5000 · 10000
|}

# Apply / Search to refresh the list.
# Clear to reset filters.

<div style="clear:both;"></div>

----

= Add Company =

[[File:AccountCompaniesAdd.png|350px|thumb|right|Add Company popup]]

'''Popup title:''' Add Company
'''Address:''' <code>/contact_companies/new/</code>

=== Steps ===

# Click '''Add Company''' (or Quick Links → Add Company on other screens).
# Enter '''Company Name''' (max 64 characters in the popup field).
# Click '''Save'''.
# Success: '''Contact company added successfully'''.
# CallProof opens the new-account flow: <code>/contacts/new/<company_id>/</code> so you can finish account details.

=== Good to know ===

* Adding a company name alone is only the first step — complete the account form next.
* To add a full account another way: Quick Links → '''Add Account'''.

<div style="clear:both;"></div>

----

= Rename a company =

[[File:AccountCompaniesRename.png|350px|thumb|right|Update Company]]

'''Popup title:''' Update Company

=== Steps ===

# Click the company '''Name''', or the company-name edit icon in Actions.
# Change '''Company Name'''.
# Click '''Save'''.
# Success: '''Contact company updated successfully'''.
# You are redirected to the related account edit page (or company edit if no account is linked yet).

<div style="clear:both;"></div>

----

= Work with the linked account (row actions) =

[[File:AccountCompaniesActions.png|350px|thumb|right|Company row actions]]

{| class="wikitable"
! Action
! What it does
|-
| Photo / Edit
| Open account edit (<code>/contacts/edit/<id>/</code>)
|-
| Location / lat-long
| Open the account when coordinates exist
|-
| Phone link
| Open that account’s phones (<code>/contact_phones/<id>/</code>)
|-
| Call icons
| Green: call mobile first · Computer soft call · Carrier/client call (when enabled)
|-
| Event Form list
| Start an available event form for the account
|-
| Add Task
| Create a task for the account
|-
| Add Opportunity
| Create an opportunity for the account
|-
| Delete
| Delete the linked account (permission required)
|-
| Add / Remove Route
| Include the account in a route (needs lat/long)
|-
| Add Contacts
| Add a person under the account
|-
| Add Phone
| Add a phone to the account
|-
| Show More / Show Less
| Expand or collapse extra phone numbers
|}

=== Delete ===

# Click trash (if shown).
# Confirm.
# Success typically: account deleted message.
# Without permission, delete is blocked.

<div style="clear:both;"></div>

----

= Save a route =

=== Steps ===

# On rows with map coordinates, click '''Add Route''' (map icon).
# The icon switches to remove-route; the route counter updates.
# Click '''Save Route''' at the bottom of the list area.
# Follow the save-route prompts to name/store the route.
# Use gray map (no lat/long) rows only after the account has a valid location.

----

= Export Companies Report =

[[File:AccountCompaniesExport.png|350px|thumb|right|Export Companies]]

'''Popup title:''' Export Companies
'''Address:''' <code>/contact_companies/export/</code>

=== Steps ===

# With results on the list, click '''Export Companies Report''' (near pagination).
# Read the schedule message — the report runs in the background and is emailed to you.
# Optionally check '''Include All Contact Details and Custom Fields'''.
# Create / schedule the export.
# Success: '''A new export has been scheduled successfully''' (or similar).
# When finished, open the emailed file or your '''Exports''' page.

=== If an export is already running ===

* CallProof may say an export is already in process — wait until it finishes, then try again.
* Completed exports can also be opened from Exports.

<div style="clear:both;"></div>

----

= Typical workflow =

# Open <code>/contact_companies/</code>.
# Filter or search for the company.
# Click the name to rename, or Edit to open the account.
# Use Add Task / Opportunity / Phone / Contacts as needed.
# Optionally add mapped accounts to a route and '''Save Route'''.
# For bulk reporting, run '''Export Companies Report'''.

----

= Tips and important notes =

* Menu often says '''Companies'''; the page heading is '''Account Companies'''.
* Company name and Account are related but not identical screens — use Accounts for deeper filters and account-centric work.
* '''Add Company''' creates the company record, then sends you to finish the account.
* Sales Reps show '''All''', named reps, or '''None''' (in red when none).
* Last Contacted shows a relative time or '''Never'''.
* Calling icons depend on company Twilio / caller settings.
* Export is emailed and may take time on large lists.

== Need help? ==

* No account company found: clear filters or add a company / account
* Add Company succeeded but account incomplete: finish the form at <code>/contacts/new/…</code>
* Cannot delete: ask a manager or user with delete-contacts permission
* Map/route grayed out: set latitude/longitude on the account first
* Export not arriving: check spam, Exports page, and whether another export is still running
* Other issues: email [mailto:support@callproof.com support@callproof.com]