Difference between revisions of "People Menu"
Ashley DeBon (talk | contribs) (Created page with "Path: Callproof Support - New Website - People Menu The Sales Tab is used to add Opportunities and view the company funnel. This can be customized to meet compan...") |
Ashley DeBon (talk | contribs) (→Opportunities (New Web)) |
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The Sales Tab is used to add Opportunities and view the company funnel. This can be customized to meet company needs. | The Sales Tab is used to add Opportunities and view the company funnel. This can be customized to meet company needs. | ||
| − | == [[ | + | == [[Accounts]] == |
| − | + | Central CRM list of contact records. Search, filter, map or lasso select, open detail, add or edit accounts, assign reps, change account type, create tasks or opportunities, import, and export. Login required for list, search, add, and edit. Some actions such as certain deletes or phone export are manager-oriented. When People Tab is on, an account can have personnel people under it, with roles, phones, notes, tasks, opportunities, images, and files. Example: Rep filters by city, opens an account, adds a person, logs a note, then selects nearby accounts on the map to create a route. Key filters: free text, users, account type, city, account number, state, zip, region, country, sort, max results, created or last-contacted dates, route, labels, custom fields, event form and dates, and role when People Tab is on. Related: source for Routes and Find Duplicates; links to Companies, Account Types, Roles, Places, Business Cards, DNC, and Labels. Import paths often used from | |
| − | More Info: [[ | + | More Info: [[Accounts]] |
| − | [[File: | + | [[File:AccountsIndex.png|350px|thumb|Accounts]] |
<div style="clear:both;"></div> | <div style="clear:both;"></div> | ||
Revision as of 05:03, 24 July 2026
Path: Callproof Support - New Website - People Menu
The Sales Tab is used to add Opportunities and view the company funnel. This can be customized to meet company needs.
Accounts
Central CRM list of contact records. Search, filter, map or lasso select, open detail, add or edit accounts, assign reps, change account type, create tasks or opportunities, import, and export. Login required for list, search, add, and edit. Some actions such as certain deletes or phone export are manager-oriented. When People Tab is on, an account can have personnel people under it, with roles, phones, notes, tasks, opportunities, images, and files. Example: Rep filters by city, opens an account, adds a person, logs a note, then selects nearby accounts on the map to create a route. Key filters: free text, users, account type, city, account number, state, zip, region, country, sort, max results, created or last-contacted dates, route, labels, custom fields, event form and dates, and role when People Tab is on. Related: source for Routes and Find Duplicates; links to Companies, Account Types, Roles, Places, Business Cards, DNC, and Labels. Import paths often used from
More Info: Accounts
