Web Followups - Revision history

Ashley DeBon at 09:21, 15 July 2026

2026-07-15T09:21:43Z

2026-07-15T09:08:18Z

‎Tasks (Followups)

2026-07-15T09:07:37Z

2026-07-15T09:04:40Z

2014-12-03T16:53:25Z

2013-10-17T18:52:36Z

2013-10-17T18:48:06Z

2013-10-17T18:43:35Z

2013-10-17T18:39:52Z

2013-10-17T18:39:44Z

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 == Add Task ==
 Create a new follow-up action for an account and assign when it should be done.
 '''Purpose:''' Create a new follow-up task for an account.
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 | Synchronize the task with Microsoft Office Calendar.
 |}
 == Edit Task ==
 Update task details such as due date, owner, action step, notes, or completion status.
 # Open '''Dashboard''' → '''Followups'''.
 # Locate the task you want to update.
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 # Click '''Save'''.
 # The updated task is displayed in the task list.
 == Complete Task ==
 Mark a task as completed when the follow-up has been finished.
 === From the Task List ===
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 # Confirm the action.
 # The selected tasks are marked as completed.
 == Delete Task ==
 Remove a task that was created by mistake or is no longer needed.
 # Log in as a manager.
 # Open '''Dashboard''' → '''Followups''' or the account's '''Tasks''' tab.
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 # The task is permanently removed from the task list.
 # If the task was synchronized with Google or Office Calendar, CallProof attempts to remove the associated calendar event.
 == Notes ==

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 # The '''Tasks''' page opens and displays the existing task list.
 # From this page you can search, add, edit, complete, delete, and export tasks.
 == Add Task ==

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 Path: [[Callproof Support]] - [[Website]] - [[Dashboard]] - [[Web Followups|Followups]]
 == Tasks (Followups) ==
 Tasks (also called '''Followups''') help you schedule, assign, and track follow-up activities for accounts, including calls, visits, emails, and other actions. The Tasks page allows you to create, edit, complete, delete, search, and export follow-up tasks so important work is not missed.
 '''Navigation:''' '''Dashboard''' → '''Followups (Tasks)'''

← Older revision		Revision as of 16:53, 3 December 2014
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−	Path: [[Callproof Support]] - [[Website~~]] - [[Navigation Bar~~]] - [[Dashboard]] - [[Web Followups\|Followups]]	+	Path: [[Callproof Support]] - [[Website]] - [[Dashboard]] - [[Web Followups\|Followups]]

← Older revision		Revision as of 18:52, 17 October 2013
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	Click Save to save the followup.		Click Save to save the followup.
		+
		+
		+	[[File:edit_followup_screen.jpg\|200px\|thumb\|right\|Edit a Followup in Callproof.]]
		+	== Edit a Followup ==
		+
		+	Edit a followup to update notes, change time, or mark it completed.
		+
		+	Change the rep, date and time, duration, and notes as needed.
		+
		+	To mark a Followup as Completed, click on the checkbox next to Completed. This indicates a followup is completed.
		+
		+	Click Add to Calendar to send Followup to a Google Calendar assuming it has been setup.

← Older revision		Revision as of 18:48, 17 October 2013
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		+	[[File:edit_followup.jpg\|200px\|thumb\|right\|Add new Followup in Callproof.]]
	== Create a new Followup ==		== Create a new Followup ==

← Older revision		Revision as of 18:43, 17 October 2013
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	Click the Notepad to edit the Followup or mark it complete.		Click the Notepad to edit the Followup or mark it complete.
		+
		+
		+	== Create a new Followup ==
		+
		+	Click Add Followup next to the green + to add a followup.
		+
		+	Select the sales rep, contact, date and time of the followup and add any notes.
		+
		+	Only click the '''Completed''' checkbox if the followup has been done.
		+
		+	Click '''Add To Calendar''' if Google Calendar has been setup in Callproof to send the followup to the rep's calendar.
		+
		+	Click Save to save the followup.

← Older revision		Revision as of 18:39, 17 October 2013
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	This is an index of Followups scheduled within Callproof. Search, view, edit, and delete from the Followups screen.		This is an index of Followups scheduled within Callproof. Search, view, edit, and delete from the Followups screen.
		+

	A search area on top allows specific followups to be viewed. Searches can be run for a sales rep and/or date range. Sort options are date of followup or duration of followup.		A search area on top allows specific followups to be viewed. Searches can be run for a sales rep and/or date range. Sort options are date of followup or duration of followup.

← Older revision		Revision as of 18:39, 17 October 2013
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	This is an index of Followups scheduled within Callproof. Search, view, edit, and delete from the Followups screen.		This is an index of Followups scheduled within Callproof. Search, view, edit, and delete from the Followups screen.

		+	A search area on top allows specific followups to be viewed. Searches can be run for a sales rep and/or date range. Sort options are date of followup or duration of followup.

	Click the company or contact name to update the contact.		Click the company or contact name to update the contact.