People

Path: Website - People

This tab is where you find, edit, update, and create contacts. Your company directory is also located here. Managers have additional options for adding users.

Company Directory

See every user in your company in one place so managers can manage staffing, access, devices, and assignments. The list shows who is active or disabled, who is a manager, who can delete contacts, last activity, address/markets, phones and app versions, how many accounts each rep has, and whether GPS tracking is on. From here you open Add, Edit, Invite, Import, Export, Sync, Map, and Tasks without leaving the People workflow.

More Info: Company Directory

Index of Company Directory in Callproof.

Companies

See your CRM organized by company, not as a flat contact list. Each company groups its accounts/contacts so you can find the right business, see who works there, who owns the account, phones, last contact, and take action (edit, call, task, opportunity, route) without leaving the company view. Use this when you sell or support by business name and need the full company → people picture.

More Info: Companies

Index of Companies in Callproof.

Contacts

Add, edit, view, search, sort, and export contacts from the Contacts option. Exports will create csv files based on your search criteria.

More Info: Contacts

Index of Contact in Callproof.