Settings Menu

Path: Callproof Support - New Website - Settings Menu

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 - Create and manage custom forms for visits, calls, and other business activities. Event Forms can capture checklists, scores, notes, send email notifications, and create follow-up tasks. Example: A Closed Deal form completed by sales representatives after closing an opportunity.

• 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.