Communication Menu

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.

Make Call View

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)

Text Messages

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)

Call History View

Do Not Call (New web)

Do Not Call (New Web) Opens as a modal from Communication → Do Not Call. URL: /contacts/do_not_call/. Add phone numbers to the Do Not Call list one at a time, or import an Excel or CSV list. Optional Gryphon Do Not Call integration when the company has Gryphon enabled. Phone export may be available if the user has export permission. Login required. Example: Compliance uploads a scrub list so those numbers are not dialed. Key options: add phone, upload DNC list, sample file, Gryphon on/off and settings, optional export.

More Info: Do Not Call (New web)

Do Not Call

Choose After Call Form (New web)

Choose After Call Form (New Web) Opens as a modal. Menu URL: /eforms/after_call. Modal title: After Call Event Form. Choose which company Event Form is marked as the after-call form. That form can appear after a call or soft-call wrap-up so reps log outcomes quickly. Saving the selection is manager-only. Menu visibility may also be limited to managers by company menu settings. Example: Manager selects Post-Call Notes so every soft call prompts that form. Key options: select one Event Form from the company list.

More Info: Choose After Call Form (New web)

File:ChooseAfterCallForm.png

Choose After Call Form