Regions (New Web) - Revision history

Ashley DeBon at 07:23, 23 July 2026

2026-07-23T07:23:49Z

Ashley DeBon at 14:40, 22 July 2026

2026-07-22T14:40:02Z

Ashley DeBon at 14:39, 22 July 2026

2026-07-22T14:39:28Z

Ashley DeBon: /* Delete a Region */

2026-07-22T14:37:24Z

‎Delete a Region

Ashley DeBon: /* Delete a Region */

2026-07-22T14:36:56Z

‎Delete a Region

Ashley DeBon: /* Remove a user from a Region */

2026-07-22T14:35:17Z

‎Remove a user from a Region

Ashley DeBon: /* Edit a Region */

2026-07-22T14:31:55Z

‎Edit a Region

Ashley DeBon: Created page with "Path: Callproof Support - New Website - Regions = Regions = Use Regions to define geographic areas for your company (by state, city, county, and zip code). Regio..."

2026-07-22T14:21:19Z

Created page with "Path: Callproof Support - New Website - Regions = Regions = Use Regions to define geographic areas for your company (by state, city, county, and zip code). Regio..."

New page

Path: [[Callproof Support]] - [[New Website]] - [[Regions]]

= Regions =

Use Regions to define geographic areas for your company (by state, city, county, and zip code).
Regions help you assign reps to territories and organize coverage by location.
[[File:RegionsList.png|300px|thumb|Regions]]

'''Navigation:''' '''Settings Icon Hover''' → '''Settings & Customization''' → '''Region'''

From Regions you can also:

* Add a new region
* Edit location details
* Add or remove users in a region
* Delete a region
<div style="clear:both;"></div>

== How to open Regions ==

=== Option A — From the main menu ===

# Sign in to CallProof.
# In the left sidebar menu, open the menu item for '''Regions''' (label may vary by company setup).
# The '''Regions''' list opens.

=== Option B — Open Regions directly ===

# Open your web browser.
# Go to your CallProof website and add <code>/region/</code> at the end of the address (for example: <code>https://appv2.callproof.com/region/</code>).
# Press '''Enter'''.
# The Regions list appears.

=== Option C — From Quick Links ===

# On the Regions page, click '''Quick Links'''.
# Choose a related item such as '''Accounts''', '''Add Account''', '''Companies''', or '''Call History''' when you need related work.

== Permissions ==

* You must be '''signed in''' to open Regions.
* Signed-in users can view, add, edit, and delete regions, and manage users in a region (based on company access).
* Company menu permissions control whether '''Regions''' appears in your sidebar.

== What you see on the Regions list ==

=== Header ===

* Title: '''Regions'''
* '''Add Region''' button
* '''Quick Links''' menu (Accounts, Companies, Call History, Import/Export, Labels, and related links)

=== Table columns ===

* '''Name''' — region name
* '''State''' — selected state(s)
* '''City''' — selected city/cities
* '''County''' — selected county/counties
* '''Actions''' — Edit and Delete

=== Messages you may see ===

* Add Region pop-up
* Success or error messages after save or delete
* “Region already exists” if the name is already used
* Empty list when no regions exist yet

== Field guide ==

=== Name ===

* The region label (for example: North Texas or Chicago Metro).
* Required.
* Must be unique for your company.
* Maximum length is about 250 characters.

=== State ===

* One or more states for the region.
* Required.
* Choose from the list, or type and press Enter to add a value when allowed.
* When you select states, CallProof loads matching cities and counties.

=== City ===

* One or more cities in the selected state(s).
* Required.
* Options update after you choose state(s).
* Choosing cities can narrow the county list.

=== County ===

* One or more counties for the region.
* Required.
* Options update based on selected state(s) and city/cities.

=== Zip Code ===

* Required.
* Enter zip codes in one of these ways:
** A single zip (example: <code>37201</code>)
** Several zips separated by commas (example: <code>37201,37203,37206</code>)
** A numeric range with a hyphen (example: <code>37201-37210</code>)
* US 5-digit zips and common postal formats are supported.
* Invalid zip formats show a validation warning.

== Add a Region ==
[[File:AddRegion.png|300px|thumb|right|Add Region]]

# Open '''Regions'''.
# Click '''Add Region'''.
# Enter a '''Name'''.
# Select one or more '''State''' values.
# Wait for '''City''' and '''County''' options to load.
# Select one or more '''City''' values.
# Select one or more '''County''' values.
# Enter '''Zip Code''' values (single, comma list, or range).
# Click '''Save'''.
# If the name already exists, choose a different name.
# The new region appears in the list.
# Open '''Edit''' to assign users to the region.
<div style="clear:both;"></div>

== Edit a Region ==
[[File:EditRegion.png|300px|thumb|right|Edit Region]]

# Open '''Regions'''.
# Click the '''Edit''' (pencil) icon for the region.
# The '''Edit Region''' page opens with current Name, State, City, County, and Zip Code values.
# Update any location fields as needed.
# Click '''Update'''.
# Use the '''Users''' section on the same page to add or remove people.
<div style="clear:both;"></div>

== Add a user to a Region ==
[[File:AddRegionUser.png|300px|thumb|right|Add Region User]]

# Open '''Regions'''.
# Click '''Edit''' for the region.
# Click '''Add User'''.
# Choose a user from the list.
# Click '''Save'''.
# The user appears in the region’s '''Users''' table.
# Users already in the region do not appear in the Add User list.
<div style="clear:both;"></div>

== Remove a user from a Region ==

# Open '''Regions'''.
# Click '''Edit''' for the region.
# In the '''Users''' table, find the user.
# Click the '''trash''' (Delete) icon.
# Confirm the delete when asked.
# The user is removed from that region (the user account itself is not deleted).

== Delete a Region ==

# Open '''Regions'''.
# Click the '''trash''' (Delete) icon for the region.
# Confirm the delete when asked.
# The region is removed, along with its zip codes and user assignments for that region.

== How State, City, and County work together ==

# Choose '''State''' first.
# CallProof loads cities and counties for those states.
# Choose '''City''' to refine counties when needed.
# You can select multiple values in each list.
# If you clear states, city and county choices are cleared and reloaded when you select again.

== Where Regions are used ==

After you create regions and assign users:

# Reps can be linked to geographic territories.
# Regions support location-based organization for field coverage.
# Related account and territory workflows can use region data with your company setup.

'''Note:''' Regions are location-based territories. [[Markets]] are separate territory groups used for filtering and team assignment in many reports and lists.

== Tips and important notes ==

* Use clear names your team will recognize (city, metro area, or territory).
* Duplicate region names are not allowed for the same company.
* Fill Name, State, City, County, and Zip Code before saving or updating.
* For zip ranges, the first number must be lower than the second (example: <code>10001-10010</code>).
* Adding a user to a region does not create a new user—it only links an existing user.
* Removing a user from a region does not delete the user from CallProof.
* Deleting a region also removes its zip codes and user links for that region.
* Quick Links on Regions focus on accounts and related contact tools.

== Need help? ==

* Region already exists: choose a different name
* City/County list empty: select State first and wait for options to load
* Zip code invalid: use 5-digit zips, comma lists, or a valid numeric range
* User missing from Add User list: the user may already be in that region
* Other issues: email [mailto:support@callproof.com support@callproof.com]

← Older revision		Revision as of 07:23, 23 July 2026
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−	Path: [[Callproof Support]] - [[New Website]] - [[Regions (New Web)]]	+	Path: [[Callproof Support]] - [[New Website]] - [[Settings_Menu]] - [[Regions (New Web)]]

	= Regions =		= Regions =

← Older revision		Revision as of 14:40, 22 July 2026
Line 1:		Line 1:
−	Path: [[Callproof Support]] - [[New Website]] - [[Regions]]	+	Path: [[Callproof Support]] - [[New Website]] - [[Regions (New Web)]]

	= Regions =		= Regions =

@@ Line 5: / Line 5: @@
 Use Regions to define geographic areas for your company (by state, city, county, and zip code).
 Regions help you assign reps to territories and organize coverage by location.
-[[File:RegionsList.png|300px|thumb|Regions]]
+[[File:RegionsList.png|350px|thumb|Regions]]
 '''Navigation:''' '''Settings Icon Hover''' &rarr; '''Settings &amp; Customization''' &rarr; '''Region'''
@@ Line 106: / Line 106: @@
 == Add a Region ==
-[[File:AddRegion.png|300px|thumb|right|Add Region]]
+[[File:AddRegion.png|350px|thumb|right|Add Region]]
 # Open '''Regions'''.
@@ Line 126: / Line 126: @@
 {| style="border:0;"
-| [[File:EditRegion.png|300px|thumb|Click the Edit Region (plus) icon]]
+| [[File:EditRegion.png|350px|thumb|Click the Edit Region (plus) icon]]
-| [[File:EditRegionView.png|300px|thumb|Edit Region]]
+| [[File:EditRegionView.png|350px|thumb|Edit Region]]
 |}
@@ Line 140: / Line 140: @@
 == Add a user to a Region ==
-[[File:AddRegionUser.png|300px|thumb|right|Add Region User]]
+[[File:AddRegionUser.png|350px|thumb|right|Add Region User]]
 # Open '''Regions'''.
@@ Line 152: / Line 152: @@
 == Remove a user from a Region ==
-[[File:RemoveRegionUser.png|300px|thumb|right|Remove Region User]]
+[[File:RemoveRegionUser.png|350px|thumb|right|Remove Region User]]
 # Open '''Regions'''.
@@ Line 163: / Line 163: @@
 == Delete a Region ==
-[[File:DeleteRegion.png|300px|thumb|right|Delete Region]]
+[[File:DeleteRegion.png|350px|thumb|right|Delete Region]]
 # Open '''Regions'''.

@@ Line 163: / Line 163: @@
 == Delete a Region ==
-[[File:RemoveRegionUser.png|300px|thumb|right|Remove Region User]]
+[[File:DeleteRegion.png|300px|thumb|right|Delete Region]]
 # Open '''Regions'''.

@@ Line 163: / Line 163: @@
 == Delete a Region ==
 # Open '''Regions'''.
@@ Line 168: / Line 169: @@
 # Confirm the delete when asked.
 # The region is removed, along with its zip codes and user assignments for that region.
 == How State, City, and County work together ==

@@ Line 123: / Line 123: @@
 == Edit a Region ==
-[[File:EditRegion.png|300px|thumb|right|Edit Region]]
+<div style="float:right; margin:0 0 1em 1em;">
 # Open '''Regions'''.
 # Click the '''Edit''' (pencil) icon for the region.