People - Revision history

Ashley DeBon: /* Routes */

2026-07-16T07:54:16Z

‎Routes

2026-07-16T07:53:14Z

‎Routes

2026-07-16T07:52:27Z

2026-07-16T07:48:58Z

‎Contacts

2026-07-16T07:48:44Z

‎Contacts

2026-07-16T07:48:25Z

‎Contacts

2026-07-16T06:24:48Z

‎Company Directory

2026-07-16T06:24:18Z

‎Companies

2026-07-16T06:23:20Z

‎Companies

2026-07-16T04:38:54Z

‎Company Directory

@@ Line 36: / Line 36: @@
 Plan a driving visit sequence for one or more reps. Pick accounts/contacts, order stops, view the path on Google Maps, optimize travel, assign the route, notify reps (email/app), and print a PDF. Routes also tie into Contacts search filters (“Not in a Route”, route filter).
-More Info: [[Routes]]
+More Info: [[Web Routes]]
 [[File:RouteIndex.png|250px|thumb|right|Index of Route in Callproof.]]
 <div style="clear:both;"></div>

@@ Line 34: / Line 34: @@
 == [[Routes]] ==
 More Info: [[Routes]]
 [[File:RouteIndex.png|250px|thumb|right|Index of Route in Callproof.]]
 <div style="clear:both;"></div>

@@ Line 30: / Line 30: @@
 More Info: [[Contacts]]
 [[File:ContactIndex.png|250px|thumb|right|Index of Contact in Callproof.]]
 <div style="clear:both;"></div>

@@ Line 29: / Line 29: @@
 More Info: [[Contacts]]
-[[File:ContactIndex.png|300px|thumb|right|Index of Contact in Callproof.]]
+[[File:ContactIndex.png|250px|thumb|right|Index of Contact in Callproof.]]
 <div style="clear:both;"></div>

@@ Line 26: / Line 26: @@
 Add, edit, view, search, sort, and export contacts from the Contacts option.  Exports will create csv files based on your search criteria.
 More Info: [[Contacts]]
 [[File:ContactIndex.png|300px|thumb|right|Index of Contact in Callproof.]]
 <div style="clear:both;"></div>

← Older revision		Revision as of 07:48, 16 July 2026
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	More Info: [[Contacts]]		More Info: [[Contacts]]
		+	[[File:ContactIndex.png\|300px\|thumb\|right\|Index of Contact in Callproof.]]
		+	<div style="clear:both;"></div>

@@ Line 6: / Line 6: @@
 == [[Company Directory]] ==
-Managers can view their employees and security settings from the Company Directory.  Employees can be added and current employees can be deleted or disabled.
+See every user in your company in one place so managers can manage staffing, access, devices, and assignments. The list shows who is active or disabled, who is a manager, who can delete contacts, last activity, address/markets, phones and app versions, how many accounts each rep has, and whether GPS tracking is on. From here you open Add, Edit, Invite, Import, Export, Sync, Map, and Tasks without leaving the People workflow.
 More Info: [[Company Directory]]

@@ Line 16: / Line 16: @@
 == [[Companies]] ==
-View and search through companies associated with your contacts.
+See your CRM organized by company, not as a flat contact list. Each company groups its accounts/contacts so you can find the right business, see who works there, who owns the account, phones, last contact, and take action (edit, call, task, opportunity, route) without leaving the company view. Use this when you sell or support by business name and need the full company → people picture.
 More Info: [[Companies]]

← Older revision		Revision as of 06:23, 16 July 2026
Line 20:		Line 20:
	More Info: [[Companies]]		More Info: [[Companies]]

		+	[[File:CompaniesIndex.png\|250px\|thumb\|right\|Index of Companies in Callproof.]]
		+	<div style="clear:both;"></div>

	== [[Contacts]] ==		== [[Contacts]] ==

← Older revision		Revision as of 04:38, 16 July 2026
Line 11:		Line 11:

	[[File:CompanyDirectoryIndex.png\|250px\|thumb\|right\|Index of Company Directory in Callproof.]]		[[File:CompanyDirectoryIndex.png\|250px\|thumb\|right\|Index of Company Directory in Callproof.]]
		+
		+	<div style="clear:both;"></div>

	== [[Companies]] ==		== [[Companies]] ==