Difference between revisions of "Settings Menu"
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*[[Event Forms (New Web)]] - 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. | *[[Event Forms (New Web)]] - 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. | + | *[[Custom Fields (New Web)]] - 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. | + | *[[Contact Types (New Web)]] - 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. | + | *[[Titles (New Web)]] - 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. | + | *[[Badges (New Web)]] - 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. | + | *[[Event Points (New Web)]] - 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. | + | *[[Point Values (New Web)]] - User defined point values that can be assigned to actions. The icon used for points can also be edited here. |
| − | *[[Markets]] - User defined markets. | + | *[[Markets (New Web)]] - 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. | + | *[[Role (New Web)]] - 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. | + | *[[Regions (New Web)]] - 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. |
Revision as of 12:10, 22 July 2026
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 (New Web) - 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 (New Web) - User defined fields added to contact records. These appear on all contact records and can be used in searches.
- Contact Types (New Web) - User defined contact types used within their company. These can be used to organize and search contacts.
- Titles (New Web) - User defined titles for employees within your company.
- Badges (New Web) - User defined awards given at user defined point thresholds. When employees earn enough points, badges are given out.
- Event Points (New Web) - 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 (New Web) - User defined point values that can be assigned to actions. The icon used for points can also be edited here.
- Markets (New Web) - User defined markets.
- Role (New Web) - 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 (New Web) - 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.
