http://docs.callproof.com/index.php?action=history&feed=atom&title=Add_to_CallProof_%28Contacts%29 2026-07-24T04:31:13Z Revision history for this page on the wiki MediaWiki 1.31.0 http://docs.callproof.com/index.php?title=Add_to_CallProof_(Contacts)&diff=3217&oldid=prev 2026-07-22T08:02:50Z

<p>Created page with &quot;== 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, n...&quot;</p> <p><b>New page</b></p><div>== Add to CallProof (Contacts) ==<br /> <br /> === What is Add to CallProof (Contacts)? ===<br /> <br /> Add to CallProof saves a Google place as a CallProof account so you can track calls, visits, notes, and follow-ups.<br /> <br /> === How to navigate ===<br /> <br /> &#039;&#039;&#039;[[Places]]&#039;&#039;&#039; / &#039;&#039;&#039;[[Places Map]]&#039;&#039;&#039; → place actions → Add to CallProof / Add to Contacts <br /> or &#039;&#039;&#039;[[Lasso (on Map)]]&#039;&#039;&#039; → Add to Contacts<br /> <br /> === Using Add to CallProof (Contacts) ===<br /> <br /> # Find a place in the list or on the map.<br /> # Tap Add to CallProof / Add to Contacts.<br /> # Complete any required account fields if prompted.<br /> # Save.<br /> # Open the new account later from &#039;&#039;&#039;[[Accounts]]&#039;&#039;&#039; for full CRM actions.<br /> <br /> === Features include ===<br /> <br /> * &#039;&#039;&#039;Single place save&#039;&#039;&#039; – Convert one prospect into an account.<br /> * &#039;&#039;&#039;Bulk save via Lasso&#039;&#039;&#039; – Add many places as contacts at once.<br /> * &#039;&#039;&#039;Account tracking&#039;&#039;&#039; – Enables calls, visits, notes, tasks, and history.<br /> * &#039;&#039;&#039;Field prospecting&#039;&#039;&#039; – Capture leads while you are on site.<br /> <br /> &lt;div style=&quot;clear: both;&quot;&gt;&lt;/div&gt;<br /> <br /> ----</div>

Ashley DeBon