Personnel Settings Menu
Revision as of 07:49, 25 July 2026 by Ashley DeBon (talk | contribs)
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)
Lists company activity events in a filterable timeline (calls, check-ins, and other event types from the event feed). Supports search and CSV export. Login required. Managers and market managers can filter by users and markets. Users with Just My Events see a limited user filter. Example: Manager reviews yesterday’s check-ins and calls by rep and market. Key filters: event type, max results, markets, users, include inactive users. Related: feeds Custom and Manual report event sections; exports can appear in My Exports.
More Info: Events (New Web)
