Regions (New Web)

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Regions

Use Regions to define geographic areas for your company (by state, city, county, and zip code). Regions help you assign reps to territories and organize coverage by location.

Regions

Navigation: Settings Icon Hover → Settings & Customization → Region

From Regions you can also:

• Add a new region
• Edit location details
• Add or remove users in a region
• Delete a region

How to open Regions

Option A — From the main menu

1. Sign in to CallProof.
2. In the left sidebar menu, open the menu item for Regions (label may vary by company setup).
3. The Regions list opens.

Option B — Open Regions directly

1. Open your web browser.
2. Go to your CallProof website and add /region/ at the end of the address (for example: https://appv2.callproof.com/region/).
3. Press Enter.
4. The Regions list appears.

Option C — From Quick Links

1. On the Regions page, click Quick Links.
2. Choose a related item such as Accounts, Add Account, Companies, or Call History when you need related work.

Permissions

• You must be signed in to open Regions.
• Signed-in users can view, add, edit, and delete regions, and manage users in a region (based on company access).
• Company menu permissions control whether Regions appears in your sidebar.

What you see on the Regions list

Header

• Title: Regions
• Add Region button
• Quick Links menu (Accounts, Companies, Call History, Import/Export, Labels, and related links)

Table columns

• Name — region name
• State — selected state(s)
• City — selected city/cities
• County — selected county/counties
• Actions — Edit and Delete

Messages you may see

• Add Region pop-up
• Success or error messages after save or delete
• “Region already exists” if the name is already used
• Empty list when no regions exist yet

Field guide

Name

• The region label (for example: North Texas or Chicago Metro).
• Required.
• Must be unique for your company.
• Maximum length is about 250 characters.

State

• One or more states for the region.
• Required.
• Choose from the list, or type and press Enter to add a value when allowed.
• When you select states, CallProof loads matching cities and counties.

City

• One or more cities in the selected state(s).
• Required.
• Options update after you choose state(s).
• Choosing cities can narrow the county list.

County

• One or more counties for the region.
• Required.
• Options update based on selected state(s) and city/cities.

Zip Code

• Required.
• Enter zip codes in one of these ways:
  • A single zip (example: 37201)
  • Several zips separated by commas (example: 37201,37203,37206)
  • A numeric range with a hyphen (example: 37201-37210)
• US 5-digit zips and common postal formats are supported.
• Invalid zip formats show a validation warning.

Add a Region

Add Region

1. Open Regions.
2. Click Add Region.
3. Enter a Name.
4. Select one or more State values.
5. Wait for City and County options to load.
6. Select one or more City values.
7. Select one or more County values.
8. Enter Zip Code values (single, comma list, or range).
9. Click Save.
10. If the name already exists, choose a different name.
11. The new region appears in the list.
12. Open Edit to assign users to the region.

Edit a Region

Click the Edit Region (plus) icon

Edit Region

1. Open Regions.
2. Click the Edit (pencil) icon for the region.
3. The Edit Region page opens with current Name, State, City, County, and Zip Code values.
4. Update any location fields as needed.
5. Click Update.
6. Use the Users section on the same page to add or remove people.

Add a user to a Region

Add Region User

1. Open Regions.
2. Click Edit for the region.
3. Click Add User.
4. Choose a user from the list.
5. Click Save.
6. The user appears in the region’s Users table.
7. Users already in the region do not appear in the Add User list.

Remove a user from a Region

Remove Region User

1. Open Regions.
2. Click Edit for the region.
3. In the Users table, find the user.
4. Click the trash (Delete) icon.
5. Confirm the delete when asked.
6. The user is removed from that region (the user account itself is not deleted).

Delete a Region

Delete Region

1. Open Regions.
2. Click the trash (Delete) icon for the region.
3. Confirm the delete when asked.
4. The region is removed, along with its zip codes and user assignments for that region.

How State, City, and County work together

1. Choose State first.
2. CallProof loads cities and counties for those states.
3. Choose City to refine counties when needed.
4. You can select multiple values in each list.
5. If you clear states, city and county choices are cleared and reloaded when you select again.

Where Regions are used

After you create regions and assign users:

1. Reps can be linked to geographic territories.
2. Regions support location-based organization for field coverage.
3. Related account and territory workflows can use region data with your company setup.

Note: Regions are location-based territories. Markets are separate territory groups used for filtering and team assignment in many reports and lists.

Tips and important notes

• Use clear names your team will recognize (city, metro area, or territory).
• Duplicate region names are not allowed for the same company.
• Fill Name, State, City, County, and Zip Code before saving or updating.
• For zip ranges, the first number must be lower than the second (example: 10001-10010).
• Adding a user to a region does not create a new user—it only links an existing user.
• Removing a user from a region does not delete the user from CallProof.
• Deleting a region also removes its zip codes and user links for that region.
• Quick Links on Regions focus on accounts and related contact tools.

Need help?

• Region already exists: choose a different name
• City/County list empty: select State first and wait for options to load
• Zip code invalid: use 5-digit zips, comma lists, or a valid numeric range
• User missing from Add User list: the user may already be in that region
• Other issues: email support@callproof.com