Difference between revisions of "New Website"
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[[File:SignupView.png|300px|thumb|Signup]] | [[File:SignupView.png|300px|thumb|Signup]] | ||
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== [[Sales Menu]] == | == [[Sales Menu]] == | ||
Where it lives Sidebar → Sales. The Sales submenu fills dynamically from the company menu. In code the app and URLs use funnel (for example /funnel/...), but the product labels are Sales and Opportunities. | Where it lives Sidebar → Sales. The Sales submenu fills dynamically from the company menu. In code the app and URLs use funnel (for example /funnel/...), but the product labels are Sales and Opportunities. | ||
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What Sales is for Manage the opportunity pipeline: create and move deals through stages, categorize by type, add opportunity-specific fields, review and export opportunity reports, set dollar or points goals, and define achievement badges tied to the points system. | What Sales is for Manage the opportunity pipeline: create and move deals through stages, categorize by type, add opportunity-specific fields, review and export opportunity reports, set dollar or points goals, and define achievement badges tied to the points system. | ||
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More Info: [[Sales Menu]] | More Info: [[Sales Menu]] | ||
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| + | == [[Report Menu]] == | ||
| + | Where it lives Sidebar → Reports. The Reports submenu fills dynamically from the company menu. In the menu API these items sit under the dashboard group, but they render in the Reports sidebar panel. | ||
| + | What Reports is for Review field activity, productivity, appointments, tasks, notes, and rankings. Run scheduled or one-off company reports. Download finished files from My Exports. Some items are full working screens (Appointments, Tasks); others are report or stats views. | ||
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| + | [[File:ReportMenu.png|350px|thumb|Reports Menu]] | ||
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| + | More Info: [[Report Menu]] | ||
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Latest revision as of 16:22, 23 July 2026
Path: Callproof Support - New Website
The main navigation bar in Callproof is on top. This will provide access to most every feature Callproof has to offer.
Not all users will see the same Navigation Bar. The options will depend on user access level. Managers have additional features that allow customization of the site for their companies' use.
All main options are listed below.
Login
Use this screen to sign in to CallProof with your email and password, or with Google, Microsoft, or Outlook. The Login screen lets you securely access your CallProof account so you can use contacts, calls, events, reports, and other features for your company.
From this screen you can also:
Reset a forgotten password Create a new account Sign in with Google, Microsoft, or Outlook Enter a verification code when your company requires extra security
More Info: Login
Signup
Use this screen to create a new CallProof account for your company. The Signup screen lets you register as a new member so you can start using contacts, calls, events, reports, and other CallProof features.
From this screen you can also:
- Sign up with your company and contact details
- Continue with Google, Microsoft, or Outlook
- Go back to Sign in if you already have an account
More Info: Signup
Sales Menu
Where it lives Sidebar → Sales. The Sales submenu fills dynamically from the company menu. In code the app and URLs use funnel (for example /funnel/...), but the product labels are Sales and Opportunities. What Sales is for Manage the opportunity pipeline: create and move deals through stages, categorize by type, add opportunity-specific fields, review and export opportunity reports, set dollar or points goals, and define achievement badges tied to the points system.
More Info: Sales Menu
Report Menu
Where it lives Sidebar → Reports. The Reports submenu fills dynamically from the company menu. In the menu API these items sit under the dashboard group, but they render in the Reports sidebar panel. What Reports is for Review field activity, productivity, appointments, tasks, notes, and rankings. Run scheduled or one-off company reports. Download finished files from My Exports. Some items are full working screens (Appointments, Tasks); others are report or stats views.
More Info: Report Menu
Settings Menu
The remaining configuration screens allow administrators to customize how CallProof captures business data, organizes accounts and users, manages territories, and configures calling features. These settings include creating custom Event Forms for visit reporting, adding Custom Fields to contacts and opportunities, defining Account Types, Job Titles, Contact Roles, Markets, Territories, and Regions, as well as configuring CallProof Voice features such as Caller ID verification, Twilio phone numbers, Call Result options, Call Overrides, and Auto Text rules. The Info section provides access to the latest product updates through the What's New page. Most of these screens are intended for managers or administrators, and their availability depends on user permissions, company feature flags (such as Twilio or the People tab), and menu customizations. Menu items are loaded dynamically through the NewUIMenuURL configuration using the HomeMenuView.
More Info: Settings Menu
