Difference between revisions of "Companies"

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Path: [[Website]] - [[Navigation Bar]] - [[People]] - [[Companies]]
+
Path: [[Website]] - [[People]] - [[Companies]]
  
  
−
== What are Companies ==
+
== Account Companies ==
 +
View and manage Account Companies in CallProof. The Account Companies page provides a company-centric view of your CRM, allowing you to search companies, manage related accounts and contacts, create opportunities and tasks, submit event forms, build routes, and export company information.
 +
[[File:CompaniesIndex.png|350px|thumb|right|Index of Company in Callproof.]]
  
−
Company names are stored in Callproof and can be attached to contacts.  When selecting Companies from the [[People]] tab users can see and update company names or contacts within a company. 
 
  
 +
'''Navigation:''' '''People''' → '''Companies'''
  
−
== Searching Companies ==
+
'''Note:''' This page is available to all logged-in users. The companies displayed depend on the user's Account Radius, assignments, and permissions.
  
 +
* Users must be logged in.
 +
* The list is filtered according to the user's '''Account Radius''' and assignment settings.
 +
* Users without a valid profile or company are redirected to the Home page with an error message.
 +
* This page is not manager-only.
  
−
A search field is provided along with a sort order. Select by company name or address. 
+
The companies displayed depend on the user's Account Radius setting.
  
−
The sort orders are as follows:
+
{| class="wikitable"
 +
! Account Radius
 +
! Companies Displayed
 +
|-
 +
| '''Assigned Contacts'''
 +
| Companies assigned to the user (plus unassigned contacts when '''All Unassigned''' is enabled)
 +
|-
 +
| '''All Contacts'''
 +
| All companies within the CallProof company
 +
|-
 +
| '''Assigned Contacts + Radius'''
 +
| Assigned companies plus nearby companies within the configured mileage radius
 +
|-
 +
| '''Other'''
 +
| Assigned companies (plus unassigned when enabled)
 +
|}
  
−
* Alphabetical - Sort companies alphabetically starting with A.
+
'''People Tab Enabled'''
  
−
* Rev Alphabetical - Sort companies in reverse order starting with Z.
+
* Only companies that contain at least one linked contact are displayed.
−
+
* Managers can view all contacts within a company.
−
* Date Added - Sort companies by date added starting with the oldest.
+
* Non-managers see only contacts assigned to them or unassigned contacts.
  
−
* Rev Date Added - Sort companies by date added starting with the newest.
+
# Log in to your CallProof account.
 +
# Hover over '''People'''.
 +
# Click '''Companies'''.
 +
# The '''Account Companies''' page opens.
 +
# Review the list of companies.
 +
# Use the right sidebar to access additional company tools.
 +
<div style="clear:both;"></div>
  
−
Click on the Company Name or the notepad to the right of the company name to edit the name. Provide the new name and click Save.
+
== Search Companies ==
 +
Narrow a large company list when you only remember part of the story—company name, city, zip, state, phone digits, or a person’s name. Search keeps you from scrolling hundreds of companies. The Company dropdown picks an exact name from the current set; Sort and Max Results control order and how much data loads so the page stays usable.
  
−
To add a contact to a company, click the green + sign to the right of the company name. this will direct the user to the [[Contacts#Adding a Contact|Add Contact]] screen.
+
[[File:CompaniesSearch.png|250px|thumb|right|Account Companies Search]]
 +
 
 +
=== Search Fields ===
 +
 
 +
{| class="wikitable"
 +
! Field
 +
! Description
 +
|-
 +
| '''Search'''
 +
| Company name, city, state, ZIP code, phone number, contact name, or personnel name
 +
|-
 +
| '''Company'''
 +
| Select a company from the dropdown list
 +
|-
 +
| '''Sort'''
 +
| Alphabetical, Reverse Alphabetical, Date Added, Reverse Date Added
 +
|-
 +
| '''Max Results'''
 +
| 50, 100, 1000, 5000, 10000, or All
 +
|}
 +
 
 +
# Open '''People''' → '''Companies'''.
 +
# Enter search criteria as needed.
 +
# Select optional filters.
 +
# Click '''Search'''.
 +
# Review the filtered company list.
 +
# Use the pagination controls to browse additional pages.
 +
<div style="clear:both;"></div>
 +
 
 +
== Company List ==
 +
 
 +
Depending on whether the '''People Tab''' feature is enabled, the page layout differs slightly.
 +
 
 +
=== Standard Company View ===
 +
 
 +
Each company displays:
 +
 
 +
* Company Name
 +
* Email
 +
* Add Contact
 +
* Edit Company
 +
* Delete Company
 +
* Related Contacts
 +
* Phone Numbers
 +
* Contact Type
 +
* Assigned Sales Representatives
 +
* Opportunity, Task, Event Form, and Route actions
 +
 
 +
=== People Tab View ===
 +
 
 +
Each company displays:
 +
 
 +
* Company Name
 +
* Account information
 +
* Personnel list
 +
* Add Personnel
 +
* Edit Account
 +
* Delete Contact
 +
* Company phone numbers
 +
* Related contacts
 +
 
 +
== Edit Company ==
 +
Correct or rename the company record and (when People Tab is off) set which contact is the primary for that company. Keeps company names accurate for search, reports, and how contacts are grouped. After save, you often continue on the linked account/contact edit screen so address and ownership stay consistent.
 +
 
 +
 
 +
<div style="float:right; margin:0 0 1em 1em;">
 +
 
 +
{| style="border:0;"
 +
| [[File:CompaniesEdit.png|250px|thumb|Edit Company Click (pencil) icon]]
 +
| [[File:CompaniesEditView.png|250px|thumb|Update Company]]
 +
|}
 +
 
 +
</div>
 +
# Click the company name or the '''Edit''' icon.
 +
# The '''Edit Company''' page opens.
 +
# Update the company information.
 +
# Click '''Save'''.
 +
<div style="clear:both;"></div>
 +
 
 +
== Add Company ==
 +
Create a new company shell when a new business enters your pipeline. Name is required so the company can be found and linked. After save, CallProof sends you to Add Contact for that company so the company is immediately tied to a real account/person instead of sitting empty.
 +
 
 +
<div style="float:right; margin:0 0 1em 1em;">
 +
 
 +
{| style="border:0;"
 +
| [[File:CompaniesAdd.png|250px|thumb|Add Company Click (plus) icon]]
 +
| [[File:CompaniesAddView.png|250px|thumb|Add Company]]
 +
|}
 +
 
 +
</div>
 +
# Click '''Add Company'''.
 +
# Enter the company name.
 +
# Click '''Save'''.
 +
# You are redirected to create the first contact for the company.
 +
<div style="clear:both;"></div>
 +
 
 +
== Add Personnel ==
 +
Add a person under the account (People tab) for that company. Use when the account already exists and you need to track additional people (decision makers, influencers) without creating a separate company.
 +
<div style="float:right; margin:0 0 1em 1em;">
 +
 
 +
{| style="border:0;"
 +
| [[File:CompaniesAddContact.png|250px|thumb|Add Contact Click (plus) icon]]
 +
| [[File:CompaniesAddContactView.png|250px|thumb|Add Contact]]
 +
|}
 +
 
 +
</div>
 +
'''People Tab Enabled'''
 +
 
 +
# Click the '''Add''' (+) icon.
 +
# Complete the '''Add Personnel''' form.
 +
# Click '''Save'''.
 +
<div style="clear:both;"></div>
 +
 
 +
== Email Company Contacts ==
 +
 
 +
# Click the '''Email''' icon.
 +
# Your default email application opens with all company email addresses.
 +
 
 +
== Add Phone ==
 +
Capture a new phone for the contact/account shown under the company so future calls and the directory stay complete. Phones drive dialing, exports, and last-contact workflows.
 +
 
 +
<div style="float:right; margin:0 0 1em 1em;">
 +
 
 +
{| style="border:0;"
 +
| [[File:CompaniesAddPhone.png|250px|thumb|Add Phone Click]]
 +
| [[File:CompaniesAddPhoneView.png|250px|thumb|Add Phone]]
 +
|}
 +
 
 +
</div>
 +
# Click '''Add Phone'''.
 +
# Enter the phone information.
 +
# Click '''Save'''.
 +
 
 +
<div style="clear:both;"></div>
 +
 
 +
== Add Opportunity ==
 +
Start a sales opportunity for the contact under that company from the list. Keeps deal entry tied to the right account while you are already reviewing that company’s people.
 +
 
 +
<div style="float:right; margin:0 0 1em 1em;">
 +
 
 +
{| style="border:0;"
 +
| [[File:CompaniesAddOpp.png|250px|thumb|Click the Plus icon]]
 +
| [[File:OppAdd.png|250px|thumb|Add Opportunity]]
 +
|}
 +
 
 +
</div>
 +
 
 +
# Click the '''Add Opportunity''' icon.
 +
# Complete the opportunity information.
 +
# Click '''Save'''.
 +
<div style="clear:both;"></div>
 +
 
 +
== Add Task ==
 +
Create a follow-up/task for that contact without navigating away through Dashboard → Followups first. Supports coaching, callbacks, and next steps while scanning the company list.
 +
<div style="float:right; margin:0 0 1em 1em;">
 +
 
 +
{| style="border:0;"
 +
| [[File:CompaniesAddTask.png|250px|thumb|Add Task Click (plus) icon]]
 +
| [[File:AddTaskView.png|250px|thumb|Add Task]]
 +
|}
 +
 
 +
</div>
 +
# Click the '''Add Task''' icon.
 +
# Complete the task information.
 +
# Click '''Save'''.
 +
<div style="clear:both;"></div>
 +
 
 +
== Add Event Form ==
 +
Open the event-form picker for that contact so you can log a visit, survey, or other form activity from the company view. Connects field activity to the correct account under the company.
 +
<div style="float:right; margin:0 0 1em 1em;">
 +
 
 +
{| style="border:0;"
 +
| [[File:CompaniesEventForm.png|250px|thumb|Add Event Form Click (plus) icon]]
 +
| [[File:CompaniesEventFormView.png|250px|thumb|Add Event Form]]
 +
|}
 +
 
 +
</div>
 +
 
 +
# Click the '''Event Form''' icon.
 +
# Select the required event form.
 +
# Complete the form.
 +
# Click '''Save'''.
 +
<div style="clear:both;"></div>
 +
 
 +
== Save Route ==
 +
Persist the contacts you marked for the route so the planned stop list is stored for navigation/use. Completes the route-building flow started with the route icons on the list.
 +
[[File:CompanySaveRoute.png|250px|thumb|Save Route]]
 +
 
 +
# Click the '''Route''' icon beside one or more contacts.
 +
# Click '''Save Route'''.
 +
# The selected contacts are added to the route.
 +
<div style="clear:both;"></div>
 +
 
 +
== Delete Company ==
 +
Remove a company record that should no longer exist (duplicate, wrong create, or obsolete business). Restricted to users with Can Delete Contacts so accidental company deletes are limited. Use only when you intend to remove the company grouping from CallProof.
 +
 
 +
[[File:CompaniesDelete.png|250px|thumb|Click the (X) icon]]
 +
'''People Tab Disabled'''
 +
 
 +
# Click the '''Delete''' (red X) icon.
 +
# Confirm the deletion.
 +
# The company is removed.
 +
<div style="clear:both;"></div>
 +
 
 +
== Delete Contact ==
 +
Remove a specific contact/account under a company (or, on People Tab UI, the delete on the company row targets that contact). Clears bad or left records while leaving other company data intact when appropriate. Requires Manager or Can Delete Contacts.
 +
 
 +
[[File:CompaniesContactDelete.png|250px|thumb|Click the (X) icon]]
 +
 
 +
# Click the '''Delete''' (red X) icon.
 +
# Confirm the deletion.
 +
# The contact is removed.
 +
<div style="clear:both;"></div>
 +
 
 +
== Export Companies Report ==
 +
Produce a background CSV of companies (optionally with full contact details and custom fields) for audits, offline analysis, migrations, or management reporting. Runs asynchronously and emails a link so large exports do not freeze the browser. Limited to users with Can Export.
 +
 
 +
[[File:CompaniesExport.png|250px|thumb|Export Companies Report]]
 +
# Click '''Export Companies Report'''.
 +
# Optionally select '''Include All Contact Details and Custom Fields'''.
 +
# Click '''Create Companies Report'''.
 +
# Wait for the export to complete.
 +
# Download the report from the email notification or the '''Exports''' page.
 +
<div style="clear:both;"></div>
 +
 
 +
== Right Sidebar ==
 +
 
 +
The right sidebar provides quick access to:
 +
 
 +
* Companies
 +
* Add Company
 +
* Contacts / Accounts
 +
* Call History
 +
* Autotext
 +
* Add Contact
 +
* Import Contacts
 +
* Export Contacts
 +
* Duplicate Contacts
 +
* Labels
 +
 
 +
== Pagination ==
 +
 
 +
The pagination controls allow you to:
 +
 
 +
* Move between pages.
 +
* Export the current company list.
 +
* Save the current route.
 +
 
 +
== Notes ==
 +
 
 +
* Company visibility depends on Account Radius and assignment settings.
 +
* Companies are displayed 10 per page.
 +
* '''People Tab''' changes the layout and available actions.
 +
* Only users with '''Can Delete Contacts''' permission can delete companies.
 +
* Only users with '''Can Export''' permission can export company reports.
 +
* Twilio call buttons appear only when Twilio calling is enabled.
 +
* Route actions are available only for contacts with valid latitude and longitude coordinates.

Latest revision as of 06:17, 16 July 2026

Path: Website - People - Companies


Account Companies

View and manage Account Companies in CallProof. The Account Companies page provides a company-centric view of your CRM, allowing you to search companies, manage related accounts and contacts, create opportunities and tasks, submit event forms, build routes, and export company information.

Index of Company in Callproof.


Navigation: People → Companies

Note: This page is available to all logged-in users. The companies displayed depend on the user's Account Radius, assignments, and permissions.

  • Users must be logged in.
  • The list is filtered according to the user's Account Radius and assignment settings.
  • Users without a valid profile or company are redirected to the Home page with an error message.
  • This page is not manager-only.

The companies displayed depend on the user's Account Radius setting.

Account Radius Companies Displayed
Assigned Contacts Companies assigned to the user (plus unassigned contacts when All Unassigned is enabled)
All Contacts All companies within the CallProof company
Assigned Contacts + Radius Assigned companies plus nearby companies within the configured mileage radius
Other Assigned companies (plus unassigned when enabled)

People Tab Enabled

  • Only companies that contain at least one linked contact are displayed.
  • Managers can view all contacts within a company.
  • Non-managers see only contacts assigned to them or unassigned contacts.
  1. Log in to your CallProof account.
  2. Hover over People.
  3. Click Companies.
  4. The Account Companies page opens.
  5. Review the list of companies.
  6. Use the right sidebar to access additional company tools.

Search Companies

Narrow a large company list when you only remember part of the story—company name, city, zip, state, phone digits, or a person’s name. Search keeps you from scrolling hundreds of companies. The Company dropdown picks an exact name from the current set; Sort and Max Results control order and how much data loads so the page stays usable.

Account Companies Search

Search Fields

Field Description
Search Company name, city, state, ZIP code, phone number, contact name, or personnel name
Company Select a company from the dropdown list
Sort Alphabetical, Reverse Alphabetical, Date Added, Reverse Date Added
Max Results 50, 100, 1000, 5000, 10000, or All
  1. Open People → Companies.
  2. Enter search criteria as needed.
  3. Select optional filters.
  4. Click Search.
  5. Review the filtered company list.
  6. Use the pagination controls to browse additional pages.

Company List

Depending on whether the People Tab feature is enabled, the page layout differs slightly.

Standard Company View

Each company displays:

  • Company Name
  • Email
  • Add Contact
  • Edit Company
  • Delete Company
  • Related Contacts
  • Phone Numbers
  • Contact Type
  • Assigned Sales Representatives
  • Opportunity, Task, Event Form, and Route actions

People Tab View

Each company displays:

  • Company Name
  • Account information
  • Personnel list
  • Add Personnel
  • Edit Account
  • Delete Contact
  • Company phone numbers
  • Related contacts

Edit Company

Correct or rename the company record and (when People Tab is off) set which contact is the primary for that company. Keeps company names accurate for search, reports, and how contacts are grouped. After save, you often continue on the linked account/contact edit screen so address and ownership stay consistent.


Edit Company Click (pencil) icon
Update Company
  1. Click the company name or the Edit icon.
  2. The Edit Company page opens.
  3. Update the company information.
  4. Click Save.

Add Company

Create a new company shell when a new business enters your pipeline. Name is required so the company can be found and linked. After save, CallProof sends you to Add Contact for that company so the company is immediately tied to a real account/person instead of sitting empty.

Add Company Click (plus) icon
Add Company
  1. Click Add Company.
  2. Enter the company name.
  3. Click Save.
  4. You are redirected to create the first contact for the company.

Add Personnel

Add a person under the account (People tab) for that company. Use when the account already exists and you need to track additional people (decision makers, influencers) without creating a separate company.

Add Contact Click (plus) icon
Add Contact

People Tab Enabled

  1. Click the Add (+) icon.
  2. Complete the Add Personnel form.
  3. Click Save.

Email Company Contacts

  1. Click the Email icon.
  2. Your default email application opens with all company email addresses.

Add Phone

Capture a new phone for the contact/account shown under the company so future calls and the directory stay complete. Phones drive dialing, exports, and last-contact workflows.

Add Phone Click
Add Phone
  1. Click Add Phone.
  2. Enter the phone information.
  3. Click Save.

Add Opportunity

Start a sales opportunity for the contact under that company from the list. Keeps deal entry tied to the right account while you are already reviewing that company’s people.

Click the Plus icon
Add Opportunity
  1. Click the Add Opportunity icon.
  2. Complete the opportunity information.
  3. Click Save.

Add Task

Create a follow-up/task for that contact without navigating away through Dashboard → Followups first. Supports coaching, callbacks, and next steps while scanning the company list.

Add Task Click (plus) icon
Add Task
  1. Click the Add Task icon.
  2. Complete the task information.
  3. Click Save.

Add Event Form

Open the event-form picker for that contact so you can log a visit, survey, or other form activity from the company view. Connects field activity to the correct account under the company.

Add Event Form Click (plus) icon
Add Event Form
  1. Click the Event Form icon.
  2. Select the required event form.
  3. Complete the form.
  4. Click Save.

Save Route

Persist the contacts you marked for the route so the planned stop list is stored for navigation/use. Completes the route-building flow started with the route icons on the list.

Save Route
  1. Click the Route icon beside one or more contacts.
  2. Click Save Route.
  3. The selected contacts are added to the route.

Delete Company

Remove a company record that should no longer exist (duplicate, wrong create, or obsolete business). Restricted to users with Can Delete Contacts so accidental company deletes are limited. Use only when you intend to remove the company grouping from CallProof.

Click the (X) icon

People Tab Disabled

  1. Click the Delete (red X) icon.
  2. Confirm the deletion.
  3. The company is removed.

Delete Contact

Remove a specific contact/account under a company (or, on People Tab UI, the delete on the company row targets that contact). Clears bad or left records while leaving other company data intact when appropriate. Requires Manager or Can Delete Contacts.

Click the (X) icon
  1. Click the Delete (red X) icon.
  2. Confirm the deletion.
  3. The contact is removed.

Export Companies Report

Produce a background CSV of companies (optionally with full contact details and custom fields) for audits, offline analysis, migrations, or management reporting. Runs asynchronously and emails a link so large exports do not freeze the browser. Limited to users with Can Export.

Export Companies Report
  1. Click Export Companies Report.
  2. Optionally select Include All Contact Details and Custom Fields.
  3. Click Create Companies Report.
  4. Wait for the export to complete.
  5. Download the report from the email notification or the Exports page.

Right Sidebar

The right sidebar provides quick access to:

  • Companies
  • Add Company
  • Contacts / Accounts
  • Call History
  • Autotext
  • Add Contact
  • Import Contacts
  • Export Contacts
  • Duplicate Contacts
  • Labels

Pagination

The pagination controls allow you to:

  • Move between pages.
  • Export the current company list.
  • Save the current route.

Notes

  • Company visibility depends on Account Radius and assignment settings.
  • Companies are displayed 10 per page.
  • People Tab changes the layout and available actions.
  • Only users with Can Delete Contacts permission can delete companies.
  • Only users with Can Export permission can export company reports.
  • Twilio call buttons appear only when Twilio calling is enabled.
  • Route actions are available only for contacts with valid latitude and longitude coordinates.
Retrieved from "http://docs.callproof.com/index.php?title=Companies&oldid=1680"