http://docs.callproof.com/index.php?action=history&feed=atom&title=Member_Detail 2026-07-24T04:28:09Z Revision history for this page on the wiki MediaWiki 1.31.0 http://docs.callproof.com/index.php?title=Member_Detail&diff=1712&oldid=prev 2026-07-16T07:06:24Z

<p>Created page with &quot;== Member Detail == === What is Member Detail? === Member Detail is the teammate profile screen in &#039;&#039;&#039;<a href="/index.php/Teams" title="Teams">Teams</a>&#039;&#039;&#039;. It shows a rep’s photo, role, live status, streak, sale...&quot;</p> <p><b>New page</b></p><div>== Member Detail ==<br /> <br /> === What is Member Detail? ===<br /> <br /> Member Detail is the teammate profile screen in &#039;&#039;&#039;[[Teams]]&#039;&#039;&#039;. It shows a rep’s photo, role, live status, streak, sales goal progress, and activity stats for a selected date range.<br /> <br /> Use it to review performance, see what a teammate is doing right now, and contact them by call, SMS, or async video message.<br /> <br /> === How to navigate ===<br /> <br /> &#039;&#039;&#039;[[Mobile Home]]&#039;&#039;&#039; → &#039;&#039;&#039;[[Teams]]&#039;&#039;&#039; → tap a teammate (manager view) <br /> Opens &#039;&#039;&#039;Member Detail&#039;&#039;&#039; screen.<br /> <br /> &#039;&#039;&#039;Note:&#039;&#039;&#039; Managers open Member Detail from Teams. Non-managers may go to video messaging instead, depending on permissions.<br /> <br /> === Using Member Detail ===<br /> <br /> # Open &#039;&#039;&#039;[[Teams]]&#039;&#039;&#039;.<br /> # Select a teammate to open &#039;&#039;&#039;Member Detail&#039;&#039;&#039;.<br /> # Review &#039;&#039;&#039;[[Profile header]]&#039;&#039;&#039;, &#039;&#039;&#039;[[Real-time status]]&#039;&#039;&#039;, &#039;&#039;&#039;[[Badge]]&#039;&#039;&#039;, &#039;&#039;&#039;[[Streak]]&#039;&#039;&#039;, and &#039;&#039;&#039;[[Sales Goal]]&#039;&#039;&#039; at the top.<br /> # Use &#039;&#039;&#039;[[Call member]]&#039;&#039;&#039;, &#039;&#039;&#039;[[Message member]]&#039;&#039;&#039;, or &#039;&#039;&#039;[[Video message]]&#039;&#039;&#039; to contact the teammate (not shown on your own profile).<br /> # Change &#039;&#039;&#039;[[Date Range filter]]&#039;&#039;&#039; to update stats.<br /> # Swipe &#039;&#039;&#039;[[Activity stats]]&#039;&#039;&#039; to view metrics like calls, appointments, and follow-ups.<br /> # Tap &#039;&#039;&#039;Back&#039;&#039;&#039; to return to Teams.<br /> <br /> === Features include ===<br /> <br /> * &#039;&#039;&#039;[[Profile header]]&#039;&#039;&#039; – Teammate photo, name, and job title/role.<br /> * &#039;&#039;&#039;[[Real-time status]]&#039;&#039;&#039; – Live activity such as Idle, On Call, or In Appointment.<br /> * &#039;&#039;&#039;[[Badge]]&#039;&#039;&#039; – Achievement badge shown on the member profile.<br /> * &#039;&#039;&#039;[[Streak]]&#039;&#039;&#039; – Consecutive activity streak in days.<br /> * &#039;&#039;&#039;[[Sales Goal]]&#039;&#039;&#039; – Goal progress ring with percentage and target value.<br /> * &#039;&#039;&#039;[[Call member]]&#039;&#039;&#039; – Call the teammate’s phone number.<br /> * &#039;&#039;&#039;[[Message member]]&#039;&#039;&#039; – Send SMS (with optional AI help when enabled).<br /> * &#039;&#039;&#039;[[Video message]]&#039;&#039;&#039; – Open async video messaging with unread count badge.<br /> * &#039;&#039;&#039;[[Date Range filter]]&#039;&#039;&#039; – Filter stats by Today, Weekly, Monthly, or Custom Date.<br /> * &#039;&#039;&#039;[[Activity stats]]&#039;&#039;&#039; – Hexagon cards for Opportunities, Outbound Calls, Past Due Follow-Ups, Total Events, Event Forms, Emails, and Appointments.<br /> <br /> &lt;div style=&quot;clear: both;&quot;&gt;&lt;/div&gt;</div>

Ashley DeBon