Difference between revisions of "Dashboard"
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| − | Path: [[Callproof Support]] - [[Website]] - [[ | + | Path: [[Callproof Support]] - [[Website]] - [[Dashboard]] |
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| + | The Dashboard tab contains many of the daily activities and details done within Callproof. Not all items will be visible to all users. | ||
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| + | == [[Events]] == | ||
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| + | Activity and events are recorded within Callproof and can be see on the [[Events]] page. This is also seen on the mobile app. | ||
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| + | More Info: [[Events]] | ||
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| + | == [[Event Form Entries]] == | ||
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| + | Search, view, edit, or delete Event Forms from Callproof on the [[Event Form Entries]] page. | ||
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| + | More Info: [[Event Form Entries]] | ||
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| + | == [[Web Call History|Call History]] == | ||
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| + | Sales calls within Callproof can be viewed and deleted from the [[Web Call History|Call History]] page. | ||
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| + | More Info: [[Web Call History|Call History]] | ||
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| + | == [[Appointments]] == | ||
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| + | Access all Appointments done within Callproof from here. | ||
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| + | More Info: [[Appointments]] | ||
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| + | == [[Web Future Appointments|Future Appointments]] == | ||
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| + | Access all Appointments that were scheduled as Future Appointments. These are Appointments that were setup using Google Calendar. | ||
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| + | This feature is currently in Beta. | ||
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| + | More Info: [[Web Future Appointments|Future Appointments]] | ||
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| + | == [[Web Followups|Followups]] == | ||
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| + | Access all Followups scheduled within Callproof. View, edit, or export from this page. | ||
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| + | More Info: [[Web Followups|Followups]] | ||
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| + | == Files == | ||
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| + | CallProof allows users to upload and attach files to contact records. When files are uploaded, they are also indexed on the Files page here. | ||
Latest revision as of 16:46, 3 December 2014
Path: Callproof Support - Website - 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
[hide]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
Files
CallProof allows users to upload and attach files to contact records. When files are uploaded, they are also indexed on the Files page here.
