Search results

Create the page "Users" on this wiki! See also the search results found.

• Website
  Not all users will see the same Navigation Bar. The options will depend on user access l
  2 KB (305 words) - 16:01, 3 December 2014
• Contact Types
  Contact types can be used to organize your contacts. Callproof users can customize Contact Types to meet their needs. Default options are popul
  1 KB (254 words) - 16:05, 3 December 2014
• Navigation Bar
  Not all users will see the same Navigation Bar. The options will depend on user access l
  2 KB (305 words) - 16:00, 3 December 2014
• People
  ...rectory is also located here. Managers have additional options for adding users.
  839 bytes (116 words) - 17:06, 3 December 2014
• Callproof Support
  The Callproof website allows users to interact with contacts, Event Forms, and everything else Callproof has t ...Callproof mobile app is a companion app for reps in the fields. It allows users to view and update contacts, schedule appointments and followups, check int
  965 bytes (136 words) - 20:42, 21 June 2016
• Logout
  ...out. This will end their session within Callproof and require any further users to log in. It is recommend that public computer users (or workstations with multiple users) click on Logout when finishing using Callproof. This keep others from see
  454 bytes (71 words) - 16:16, 3 December 2014
• Google Calendar Integration
  This feature is currently in beta testing. Users may experience encounter a bug and are encouraged to email [[Support]] with ...eparate Callproof events from other events in the user's Google Calendar. Users can use their default calendars or create a new Callproof calendar.
  6 KB (930 words) - 15:00, 8 October 2013
• Mobile App
  The mobile app is a companion piece to Callproof allowing users in the field to easy add notes, appointments, followups, prospect, and view When launching the Callproof app, users must log in.
  3 KB (574 words) - 14:55, 15 October 2013
• Dashboard
  ...s and details done within Callproof. Not all items will be visible to all users. CallProof allows users to upload and attach files to contact records. When files are uploaded, th
  1 KB (203 words) - 16:46, 3 December 2014
• Contacts
  Contacts are company contacts. Users can view, edit, add, and delete contacts. Depending on security settings, The edit screen allows users to update contact information. The top portion contains multiple tabs to v
  6 KB (1,044 words) - 16:20, 2 June 2015
• Companies
  ...be attached to contacts. When selecting Companies from the [[People]] tab users can see and update company names or contacts within a company.
  1,005 bytes (166 words) - 17:05, 3 December 2014
• Company Directory
  Company Directory is a list of all users within Callproof. Security settings and user information can be viewed and The editing screen allows users or managers to change a users email, password, security settings, and address.
  2 KB (393 words) - 17:06, 3 December 2014
• Call History
  ...shows the user call history. If the phone number is unknown to Callproof, users can quickly create a new contact or add it to an existing contact.
  1 KB (176 words) - 15:23, 15 October 2013
• Followups
  ...lowups. Clicking on a contact will bring up the Contact Options and allow users to view, edit, update, add notes, etc. ...ntment. Clicking on a contact will bring up the Contact Options and allow users to view, edit, update, add notes, etc. Clicking the Future checkbox on top
  1,012 bytes (156 words) - 16:33, 17 December 2013
• Appointments
  Clicking the contact company or contact will allows users to edit the contact. The Green + sign quickly allows users to add a Followup to an appointment.
  785 bytes (119 words) - 16:53, 3 December 2014
• Gryphon
  When calling with the Gryphon tool, users may hear more rings than usual. This is common as the Gryphon tool is work Gryphon is not always available and may not be visible to most users.
  941 bytes (149 words) - 20:21, 19 November 2013
• Import Product Detail Sales Report
  This tool is available in the DEALER mode of Callproof. As such, most users will not see or have access to this tool.
  1 KB (186 words) - 20:10, 19 November 2013
• Getting Started
  == Adding New Users in CallProof == {{#ev:youtube|adogq5pvIrA|300|right|Adding New Users in Callproof}}
  11 KB (1,904 words) - 17:36, 21 January 2014
• Calling from the Website
  ...s to call contacts from the website. This feature is not available to all users. For more information, please contact Callproof.
  3 KB (517 words) - 17:30, 18 June 2015
• Email Sync Setup
  This feature is currently in beta testing. Users may experience encounter a bug and are encouraged to email [[Support]] with ...y imap servers with SSL (encryption). Common providers are listed below. Users may need to contact their IT department, manager, or CallProof support to g
  5 KB (758 words) - 17:48, 10 July 2015

View (previous 20 | next 20) (20 | 50 | 100 | 250 | 500)