Web Followups - Revision history

Jeff Epperson at 16:53, 3 December 2014

2014-12-03T16:53:25Z

Jeff Epperson at 18:52, 17 October 2013

2013-10-17T18:52:36Z

Jeff Epperson at 18:48, 17 October 2013

2013-10-17T18:48:06Z

Jeff Epperson at 18:43, 17 October 2013

2013-10-17T18:43:35Z

Jeff Epperson at 18:39, 17 October 2013

2013-10-17T18:39:52Z

Jeff Epperson at 18:39, 17 October 2013

2013-10-17T18:39:44Z

Jeff Epperson: Created page with "Path: Callproof Support - Website - Navigation Bar - Dashboard - Followups File:web_followups.jpg|200px|thumb|right|Index of Followups in..."

2013-10-17T18:37:43Z

Created page with "Path: Callproof Support - Website - Navigation Bar - Dashboard - Followups File:web_followups.jpg|200px|thumb|right|Index of Followups in..."

New page

Path: [[Callproof Support]] - [[Website]] - [[Navigation Bar]] - [[Dashboard]] - [[Web Followups|Followups]]

[[File:web_followups.jpg|200px|thumb|right|Index of Followups in Callproof.]]
== What are Followups? ==

This is an index of Followups scheduled within Callproof. Search, view, edit, and delete from the Followups screen.

Click the company or contact name to update the contact.

Click on the phone number to update the phone number for this contact.

The Comp column indicated whether or not the followup has been checked off as completed.

Click the Notepad to edit the Followup or mark it complete.

← 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.