Difference between revisions of "Markets"

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(Created page with "Path: Callproof Support - Website - Navigation Bar - Home - Markets == What are Markets? == Markets provide a way to group contacts. More documentat...")
 
 
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Path: [[Callproof Support]] - [[Website]] - [[Navigation Bar]] - [[Home]] - [[Markets]]
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Path: [[Callproof Support]] - [[Website]] - [[Markets]]
  
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== Viewing Markets ==
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[[File:MarketIndex.png|250px|thumb|Markets Index View]]
  
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'''Navigation:''' '''Home''' → '''Settings & Customization''' → '''Markets'''
  
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== What are Markets? ==
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# Log in to your CallProof account.
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# From the main navigation bar, hover over '''Home'''.
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# In the '''Settings & Customization''' section of the drop-down menu, click '''Markets'''.
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# The '''Markets''' page opens.
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# View the list of available markets.
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# The page displays all configured markets and their details.
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<div style="clear:both;"></div>
  
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== Adding a Market ==
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[[File:MarketAdd.png|250px|thumb|Add Market]]
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'''Navigation:''' '''Home''' → '''Settings & Customization''' → '''Markets'''
  
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Markets provide a way to group contacts.  
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# Log in to your CallProof account.
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# From the main navigation bar, hover over '''Home'''.
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# In the '''Settings & Customization''' section of the drop-down menu, click '''Markets'''.
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# The '''Markets''' page opens.
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# Click the '''Add Market''' button.
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# The '''Add Market''' page opens.
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# Enter the required market details.
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# Click the '''Save''' button.
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# The new market is saved successfully and appears in the Markets list.
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<div style="clear:both;"></div>
  
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More documentation is in development on this feature.
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== Editing a Market ==
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<div style="float:right; margin:0 0 1em 1em;">
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{| style="border:0;"
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| [[File:MarketEdit.png|250px|thumb|Click the Edit (pencil) icon]]
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| [[File:EditMarketUser.png|250px|thumb|Edit Market]]
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|}
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</div>
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'''Navigation:''' '''Home''' → '''Settings & Customization''' → '''Markets'''
 +
 
 +
# Log in to your CallProof account.
 +
 
 +
# From the main navigation bar, hover over '''Home'''.
 +
 
 +
# In the '''Settings & Customization''' section of the drop-down menu, click '''Markets'''.
 +
# The '''Markets''' page opens.
 +
# Locate the market that you want to edit.
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# Click the '''Edit (pencil) icon''' next to the market.
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# The '''Edit Market''' page opens.
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# Update the required market details.
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# Click the '''Save''' button.
 +
# The market is updated successfully.
 +
<div style="clear:both;"></div>
 +
 
 +
== Deleting a Market ==
 +
[[File:MarketDelete.png|250px|thumb|Delete Market]]
 +
'''Navigation:''' '''Home''' → '''Settings & Customization''' → '''Markets'''
 +
 
 +
# Log in to your CallProof account.
 +
# From the main navigation bar, hover over '''Home'''.
 +
# In the '''Settings & Customization''' section of the drop-down menu, click '''Markets'''.
 +
# The '''Markets''' page opens.
 +
# Locate the market that you want to delete.
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# Click the '''Delete (X) icon''' next to the market.
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# A confirmation message appears.
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# Click '''OK''' to confirm the deletion.
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# The market is deleted successfully from the Markets list.
 +
<div style="clear:both;"></div>
 +
 
 +
== Managing Market Users ==
 +
[[File:UserMarket.png|250px|thumb|Delete Market]]
 +
'''Navigation:''' '''Home''' → '''Settings & Customization''' → '''Markets'''
 +
# Log in to your CallProof account.
 +
# From the main navigation bar, hover over '''Home'''.
 +
# In the '''Settings & Customization''' section of the drop-down menu, click '''Markets'''.
 +
# The '''Markets''' page opens.
 +
# Locate the market that you want to manage.
 +
# Click the '''Edit (pencil) icon''' next to the market.
 +
# The '''Edit Market''' page opens.
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# To add a user to the market, click the '''Add User''' link and select the required user.
 +
# To remove a user from the market, click the '''Delete (X) icon''' next to the user's name.
 +
# Click the '''Update''' button to save any market changes, if applicable.
 +
<div style="clear:both;"></div>

Latest revision as of 13:11, 14 July 2026

Path: Callproof Support - Website - Markets

Viewing Markets

Markets Index View

Navigation: Home → Settings & Customization → Markets

  1. Log in to your CallProof account.
  2. From the main navigation bar, hover over Home.
  3. In the Settings & Customization section of the drop-down menu, click Markets.
  4. The Markets page opens.
  5. View the list of available markets.
  6. The page displays all configured markets and their details.

Adding a Market

Add Market

Navigation: Home → Settings & Customization → Markets

  1. Log in to your CallProof account.
  2. From the main navigation bar, hover over Home.
  3. In the Settings & Customization section of the drop-down menu, click Markets.
  4. The Markets page opens.
  5. Click the Add Market button.
  6. The Add Market page opens.
  7. Enter the required market details.
  8. Click the Save button.
  9. The new market is saved successfully and appears in the Markets list.

Editing a Market

Click the Edit (pencil) icon
Edit Market

Navigation: Home → Settings & Customization → Markets

  1. Log in to your CallProof account.
  1. From the main navigation bar, hover over Home.
  1. In the Settings & Customization section of the drop-down menu, click Markets.
  2. The Markets page opens.
  3. Locate the market that you want to edit.
  4. Click the Edit (pencil) icon next to the market.
  5. The Edit Market page opens.
  6. Update the required market details.
  7. Click the Save button.
  8. The market is updated successfully.

Deleting a Market

Delete Market

Navigation: Home → Settings & Customization → Markets

  1. Log in to your CallProof account.
  2. From the main navigation bar, hover over Home.
  3. In the Settings & Customization section of the drop-down menu, click Markets.
  4. The Markets page opens.
  5. Locate the market that you want to delete.
  6. Click the Delete (X) icon next to the market.
  7. A confirmation message appears.
  8. Click OK to confirm the deletion.
  9. The market is deleted successfully from the Markets list.

Managing Market Users

Delete Market

Navigation: Home → Settings & Customization → Markets

  1. Log in to your CallProof account.
  2. From the main navigation bar, hover over Home.
  3. In the Settings & Customization section of the drop-down menu, click Markets.
  4. The Markets page opens.
  5. Locate the market that you want to manage.
  6. Click the Edit (pencil) icon next to the market.
  7. The Edit Market page opens.
  8. To add a user to the market, click the Add User link and select the required user.
  9. To remove a user from the market, click the Delete (X) icon next to the user's name.
  10. Click the Update button to save any market changes, if applicable.
Retrieved from "http://docs.callproof.com/index.php?title=Markets&oldid=1175"