Companies - Revision history

Ashley DeBon: /* Delete Contact */

2026-07-16T06:17:06Z

‎Delete Contact

2026-07-16T06:16:54Z

‎Delete Company

2026-07-16T06:16:26Z

2026-07-16T06:10:54Z

‎Save Route

2026-07-16T06:02:52Z

‎Add Event Form

2026-07-16T06:00:01Z

‎Add Opportunity

2026-07-16T05:58:03Z

‎Add Task

2026-07-16T05:53:23Z

‎Add Phone

2026-07-16T05:49:55Z

2026-07-16T05:47:40Z

‎Add Personnel

@@ Line 259: / Line 259: @@
 Remove a specific contact/account under a company (or, on People Tab UI, the delete on the company row targets that contact). Clears bad or left records while leaving other company data intact when appropriate. Requires Manager or Can Delete Contacts.
-[[File:CompaniesDelete.png|250px|thumb|Click the (X) icon]]
+[[File:CompaniesContactDelete.png|250px|thumb|Click the (X) icon]]
 # Click the '''Delete''' (red X) icon.

@@ Line 248: / Line 248: @@
 Remove a company record that should no longer exist (duplicate, wrong create, or obsolete business). Restricted to users with Can Delete Contacts so accidental company deletes are limited. Use only when you intend to remove the company grouping from CallProof.
-[[File:CompaniesContactDelete.png|250px|thumb|Click the (X) icon]]
+[[File:CompaniesDelete.png|250px|thumb|Click the (X) icon]]
 '''People Tab Disabled'''

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 == Delete Company ==
 '''People Tab Disabled'''
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 # Confirm the deletion.
 # The company is removed.
 == Delete Contact ==
 # Click the '''Delete''' (red X) icon.
 # Confirm the deletion.
 # The contact is removed.
 == Export Companies Report ==
 # Click '''Export Companies Report'''.
 # Optionally select '''Include All Contact Details and Custom Fields'''.
@@ Line 266: / Line 275: @@
 # Wait for the export to complete.
 # Download the report from the email notification or the '''Exports''' page.
 == Right Sidebar ==

@@ Line 237: / Line 237: @@
 == Save Route ==
 # Click the '''Route''' icon beside one or more contacts.
 # Click '''Save Route'''.
 # The selected contacts are added to the route.
 == Delete Company ==

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 == Add Event Form ==
 # Click the '''Event Form''' icon.
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 # Complete the form.
 # Click '''Save'''.
 == Save Route ==

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 == Add Opportunity ==
 # Click the '''Add Opportunity''' icon.
 # Complete the opportunity information.
 # Click '''Save'''.
 == Add Task ==

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 == Add Phone ==
 # Click '''Add Phone'''.
 # Enter the phone information.
 # Click '''Save'''.
 == Add Opportunity ==

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 # Click '''Save'''.
 # You are redirected to create the first contact for the company.
 <div style="clear:both;"></div>

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 == Add Personnel ==
 Add a person under the account (People tab) for that company. Use when the account already exists and you need to track additional people (decision makers, influencers) without creating a separate company.
 '''People Tab Enabled'''