Report Menu

Path: Callproof Support - New Website - Report Menu

The Sales Tab is used to add Opportunities and view the company funnel. This can be customized to meet company needs.

Events (New Web)

Lists company activity events in a filterable timeline (calls, check-ins, and other event types from the event feed). Supports search and CSV export. Login required. Managers and market managers can filter by users and markets. Users with Just My Events see a limited user filter. Example: Manager reviews yesterday’s check-ins and calls by rep and market. Key filters: event type, max results, markets, users, include inactive users. Related: feeds Custom and Manual report event sections; exports can appear in My Exports.

More Info: Events (New Web)

Events

Activity

Activity. Page title: Daily Productivity Stats. Shows daily productivity charts over a date range, typically appointment and related activity counts by day, optionally for a selected rep. Login required. Example: Compare a rep’s appointment volume day by day over a week. Key filters: rep, start date, end date. Important: Do not confuse with What Happened Yesterday at /stats/activities/, which is a different Rep Activities view.

More Info: Activity

File:Activity.png

Activity

Appointments (New Web)

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Appointments

Tasks (New Web)

Tasks

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Exports (New Web)

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Exports

Custom Reports (New web)

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Custom Reports

Manual Reports (New web)

More Info: Manual Reports (New web)

Manual Reports