Difference between revisions of "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. | 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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| − | == | + | == 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. | |
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.
