Difference between revisions of "Teams"
Ashley DeBon (talk | contribs) (Created page with "== Teams == === What is Teams? === Teams is CallProof’s internal team communication and collaboration screen. Use it to stay connected with teammates in the field through...") |
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=== How to navigate to Teams === | === How to navigate to Teams === | ||
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| + | [[File:app_Teamscreen.png|200px|thumb|right|Callproof Mobile App Teampage]] | ||
# Log into the CallProof app. | # Log into the CallProof app. | ||
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* '''Add User''' – Add a teammate to Teams/video when your role and settings allow it. | * '''Add User''' – Add a teammate to Teams/video when your role and settings allow it. | ||
* '''Group Info''' – View group name, image, and members; edit group (admin), leave group, or delete group (admin). | * '''Group Info''' – View group name, image, and members; edit group (admin), leave group, or delete group (admin). | ||
| − | * '''Member details''' – Open a teammate’s profile for more actions and performance info. | + | * '''[[Member details]]''' – Open a teammate’s profile for more actions and performance info. |
* '''Badges and Streaks''' – Gamification features to motivate and track sales activity when enabled. | * '''Badges and Streaks''' – Gamification features to motivate and track sales activity when enabled. | ||
* '''Sales goals / productivity''' – View goal progress and productivity-related sorting when available. | * '''Sales goals / productivity''' – View goal progress and productivity-related sorting when available. | ||
Latest revision as of 07:10, 16 July 2026
Contents
Teams
What is Teams?
Teams is CallProof’s internal team communication and collaboration screen. Use it to stay connected with teammates in the field through asynchronous video messaging, groups, member status, badges, streaks, and sales goals.
From Teams you can chat one-to-one or in groups, see who is active, and motivate the team—without leaving the CallProof app.
Video messaging may require a CallProof upgrade / feature enablement for your organization. If it is not available, contact your administrator or request an upgrade when prompted.
- Log into the CallProof app.
- Open the Mobile Home (Dashboard) tab.
- In the top navigation, tap Teams.
- The Team screen opens with your teammate and group list.
- Tap a person or group to open video messaging / conversation.
- Use the + (add) button to Create Group or Add User (when available).
- Use search and sort to find teammates quickly.
- Tap Back to return to Home.
Using Teams
- From Home, tap Teams.
- Browse teammates and groups in list or grid view.
- Optional: search by name, or sort by Last Conversation, Alphabetical, or Productivity.
- Tap a teammate to open a one-to-one video conversation (when video is enabled).
- Tap a group to open group video messaging and group info.
- Record or send a video message so teammates can watch and reply when convenient.
- Open member details to see profile, streaks, goals, and related actions (call, message, email when available).
- Create a group, add members, edit group details, leave, or delete (admin options) as needed.
- Pull down to refresh the team list.
Features include
- Teams button (Home) – Top navigation shortcut on Home to open the Team screen.
- Team list – View teammates and groups you belong to.
- Search – Find a teammate or group by name.
- Sort – Order the list by:
- Last Conversation
- Alphabetical
- Productivity
- List / Grid view – Switch how team members are displayed.
- Real-time activity – See teammate status such as idle, logged in, in an appointment, or on a call (when available).
- One-to-one video messaging – Record and send async video to a teammate; watch and reply without interrupting fieldwork.
- Group video messaging – Communicate with multiple teammates in a shared group conversation.
- Create Group – Start a new team group for coaching, updates, or shared wins.
- Add User – Add a teammate to Teams/video when your role and settings allow it.
- Group Info – View group name, image, and members; edit group (admin), leave group, or delete group (admin).
- Member details – Open a teammate’s profile for more actions and performance info.
- Badges and Streaks – Gamification features to motivate and track sales activity when enabled.
- Sales goals / productivity – View goal progress and productivity-related sorting when available.
- Call / Message / Email – Quick contact actions to a teammate when phone or email is available.
- Unread video indicators – See when you have new video messages to watch.
- Refresh – Pull to refresh the latest team status and conversations.
- Upgrade prompt – If video messaging is not enabled, CallProof may prompt you to request an upgrade.
Note
Teams features depend on your company plan and settings. Asynchronous video messaging, create group, add user, badges, and streaks may not be visible to every user. Ask your CallProof administrator if you need access.
