Add to CallProof (Contacts)

Add to CallProof (Contacts)

What is Add to CallProof (Contacts)?

Add to CallProof saves a Google place as a CallProof account so you can track calls, visits, notes, and follow-ups.

How to navigate

Places / Places Map → place actions → Add to CallProof / Add to Contacts or Lasso (on Map) → Add to Contacts

Using Add to CallProof (Contacts)

1. Find a place in the list or on the map.
2. Tap Add to CallProof / Add to Contacts.
3. Complete any required account fields if prompted.
4. Save.
5. Open the new account later from Accounts for full CRM actions.

Features include

• Single place save – Convert one prospect into an account.
• Bulk save via Lasso – Add many places as contacts at once.
• Account tracking – Enables calls, visits, notes, tasks, and history.
• Field prospecting – Capture leads while you are on site.

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