Difference between revisions of "Communication 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...") |
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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. | ||
Revision as of 05:22, 27 July 2026
Path: Callproof Support - New Website - Communication Menu
The Sales Tab is used to add Opportunities and view the company funnel. This can be customized to meet company needs.
Make Calls (New web)
Make a Call (New Web) Opens the dialer overlay from Communication → Make a Call. Does not leave the current page. Menu sentinel: /anywhere/. Call posts to /caller/anywhere/, then soft call flow under /caller/. Dial a number from the keypad. If the number is unknown, CallProof can create a contact/phone and start a browser soft call. Available to logged-in users. Real calling needs Twilio / CallProof Voice. Example: Rep dials a prospect without opening a contact first. Key options: dialpad digits, backspace, Call.
More Info: Make Calls (New web)
Send a Text (New web)
Sent a Text (New Web) URL: /sms/ Menu label is often Sent a Text in the database. Page title is Text Messages. Use Send New Text to start a message. Twilio SMS inbox and chat. View threads, send texts, filter, and export. Login required. SMS needs company Twilio. On retail companies, also needs Can Access Text Message permission. Example: Rep opens SMS history and replies to a lead’s text thread. Key filters: date range, labels, markets, stores, account type, Twilio phone, message type, user (managers), caller search, not-responded days, order and limit
More Info: Send a Text (New web)
Call History (New web)
Call History (New Web) URL: /calls/all/ Unified call history for mobile and recorded or Twilio calls. Includes ratings, notes, filters, and export. Login required. On retail companies, menu access can require Can Access Call History. Example: Manager reviews last week’s calls by market and exports a report. Key filters: date range (often defaults to last 7 days), call source, markets, account types, Twilio phones, call types and results, active or inactive users, order by date, duration, or rank, limits.
More Info: Call History (New web)
