Difference between revisions of "Dashboard"
| Line 50: | Line 50: | ||
| − | == Future Appointments == | + | == [[Web Future Appointments|Future Appointments]] == |
Access all Appointments that were scheduled as Future Appointments. These are Appointments that were setup using Google Calendar. | Access all Appointments that were scheduled as Future Appointments. These are Appointments that were setup using Google Calendar. | ||
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| − | == Followups == | + | == [[Web Followups|Followups]] == |
Access all Followups scheduled within Callproof. View, edit, or export from this page. | Access all Followups scheduled within Callproof. View, edit, or export from this page. | ||
Revision as of 18:53, 17 October 2013
Path: Callproof Support - Website - Navigation Bar - Dashboard
The Dashboard tab contains many of the daily activities and details done within Callproof. Not all items will be visible to all users.
Contents
Ranking
Ranking shows the company leader boards determined by points earned. These can be filtered by ranking groups and lenth (day, week, month).
More Info: Ranking
Events (Manager)
Events (Manager) is available to managers within Callproof. This is a simplified, raw feed of events occurring within Callproof.
More Info: Events Manager
Events
Activity and events are recorded within Callproof and can be see on the Events page. This is also seen on the mobile app.
More Info: Events
Event Form Entries
Search, view, edit, or delete Event Forms from Callproof on the Event Form Entries page.
More Info: Event Form Entries
Call History
Sales calls within Callproof can be viewed and deleted from the Call History page.
More Info: Call History
Appointments
Access all Appointments done within Callproof from here.
More Info: Appointments
Future Appointments
Access all Appointments that were scheduled as Future Appointments. These are Appointments that were setup using Google Calendar.
This feature is currently in Beta.
More Info: Future Appointments
Followups
Access all Followups scheduled within Callproof. View, edit, or export from this page.
More Info: Followups
Downloads
The Downloads page contains the latest Android .APK file that can be used to install Callproof on a mobile phone. It is recommended that users download from the Google Play Store to ensure they have the latest version.
