Difference between revisions of "Home"
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| − | + | Path: [[Callproof Support]] - [[Website]] - [[Home]] | |
| − | |||
| − | [[ | + | Most of the main customizations available in Callproof are accessed here. This contacts most of the user defined items like [[Contact Types]], [[Custom Fields]], and [[Points]]. |
| − | + | == Site Settings == | |
| − | [[ | + | *[[Event Forms]] - User defined forms for activities that can occur within your business. These can be emailed immediately to user defined emails and reported on. (Ex. Closed Deal Form - Small form reps fill out when closing a deal) |
| − | [[ | + | *[[Custom Fields]] - User defined fields added to contact records. These appear on all contact records and can be used in searches. |
| − | [[ | + | *[[Contact Types]] - User defined contact types used within their company. These can be used to organize and search contacts. |
| − | [[ | + | *[[Titles]] - User defined titles for employees within your company. |
| − | [[ | + | *[[Badges]] - User defined awards given at user defined point thresholds. When employees earn enough points, badges are given out. |
| − | [[ | + | *[[Event Points]] - User defined point scale for actions performed in Callproof. Most actions in Callproof can be assigned a point value and be used to rank employees. Points for each action can be defined here. |
| − | [[ | + | *[[Point Values]] - User defined point values that can be assigned to actions. The icon used for points can also be edited here. |
| − | [[Markets]] | + | *[[Markets]] - User defined markets. |
| + | |||
| + | *[[Role]] - Lets managers define role labels (for example Manager, Buyer, Decision Maker) used on people/personnel under Accounts when People Tab is on, and for Role filters on Contacts/Accounts search. | ||
| + | |||
| + | *[[Regions]] - Lets a company define geographic territories (by state, city, county, and zip codes) and assign reps to those territories so account/contact lists and related features can be scoped by region. | ||
| + | |||
| + | == Phone Settings == | ||
| + | |||
| + | *[[Request VOIP]] - VOIP is an extra service available to Callproof customers that allows you to record calls, create alternate numbers for ad campaigns, and more. | ||
| + | |||
| + | |||
| + | == Quick Links == | ||
| + | |||
| + | *[[Clock In/Out]] – Allows employees to clock in and out. Timesheets are tracked in CallProof and are visible to managers. | ||
| + | *[[Logout]] - Allows employees to log out of the Callproof system. Next time Callproof is used, the user will have to log in again. | ||
| + | |||
| + | == Tools == | ||
| + | |||
| + | *[[Duplicates]] - This is a tool for finding and fixing duplicate contact records. | ||
Latest revision as of 13:36, 20 July 2026
Path: Callproof Support - Website - Home
Most of the main customizations available in Callproof are accessed here. This contacts most of the user defined items like Contact Types, Custom Fields, and Points.
Site Settings
- Event Forms - User defined forms for activities that can occur within your business. These can be emailed immediately to user defined emails and reported on. (Ex. Closed Deal Form - Small form reps fill out when closing a deal)
- Custom Fields - User defined fields added to contact records. These appear on all contact records and can be used in searches.
- Contact Types - User defined contact types used within their company. These can be used to organize and search contacts.
- Titles - User defined titles for employees within your company.
- Badges - User defined awards given at user defined point thresholds. When employees earn enough points, badges are given out.
- Event Points - User defined point scale for actions performed in Callproof. Most actions in Callproof can be assigned a point value and be used to rank employees. Points for each action can be defined here.
- Point Values - User defined point values that can be assigned to actions. The icon used for points can also be edited here.
- Markets - User defined markets.
- Role - Lets managers define role labels (for example Manager, Buyer, Decision Maker) used on people/personnel under Accounts when People Tab is on, and for Role filters on Contacts/Accounts search.
- Regions - Lets a company define geographic territories (by state, city, county, and zip codes) and assign reps to those territories so account/contact lists and related features can be scoped by region.
Phone Settings
- Request VOIP - VOIP is an extra service available to Callproof customers that allows you to record calls, create alternate numbers for ad campaigns, and more.
Quick Links
- Clock In/Out – Allows employees to clock in and out. Timesheets are tracked in CallProof and are visible to managers.
- Logout - Allows employees to log out of the Callproof system. Next time Callproof is used, the user will have to log in again.
Tools
- Duplicates - This is a tool for finding and fixing duplicate contact records.
