Report Menu

Path: Callproof Support - New Website - Report Menu

The Sales Tab is used to add Opportunities and view the company funnel. This can be customized to meet company needs.

Events (New Web)

More Info: Events (New Web)

Events

Activity

More Info: Activity

File:Activity.png

Activity

Appointments (New Web)

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Appointments

Tasks (New Web)

Tasks

More Info: Tasks (New Web)

Exports (New Web)

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Exports

Custom Reports (New web)

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Custom Reports

Manual Reports (New web)

More Info: Manual Reports (New web)

Manual Reports