Dashboard

Path: Callproof Support - Website - Dashboard

The Dashboard tab contains many of the daily activities and details done within Callproof. Not all items will be visible to all users.

Events

Activity and events are recorded within Callproof and can be see on the Events page. This is also seen on the mobile app. View team activity history in CallProof. Events show actions such as calls, emails, appointments, tasks, event forms, and opportunity updates linked to accounts.

More Information : Events

Events

Event Form Entries

Search, view, edit, or delete Event Forms from Callproof on the Event Form Entries page. Review all submitted event form entries across accounts so managers and reps can track field activity, completion status, and form results in one place.

More Info: Event Form Entries

Event Form Entries View

Call History

Sales calls within Callproof can be viewed and deleted from the Call History page. View and review phone call activity for your team. Use Call History to see mobile calls and (when enabled) recorded calls, filter by date/user/type, and export results for reporting.

More Info: Call History

Mobile Calls

Recorded Calls

Appointments

Access all Appointments done within Callproof from here.

More Info: Appointments

Appointments View

Future Appointments

Access all Appointments that were scheduled as Future Appointments. These are Appointments that were setup using Google Calendar.

This feature is currently in Beta.

More Info: Future Appointments

Followups

Access all Followups scheduled within Callproof. View, edit, or export from this page.

More Info: Followups

Files

CallProof allows users to upload and attach files to contact records. When files are uploaded, they are also indexed on the Files page here.