Difference between revisions of "Dashboard"
| (22 intermediate revisions by the same user not shown) | |||
| Line 1: | Line 1: | ||
| − | Path: [[Callproof Support]] - [[Website | + | Path: [[Callproof Support]] - [[Website]] - [[Dashboard]] |
| Line 5: | Line 5: | ||
| − | == [[ | + | == [[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: [[ | + | 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]] | |
| − | |||
| + | == [[Web Call History|Call History]] == | ||
| − | + | Sales calls within Callproof can be viewed and deleted from the [[Web Call History|Call History]] page. | |
| + | More Info: [[Web Call History|Call History]] | ||
| − | |||
| + | == [[Appointments]] == | ||
| − | + | Access all Appointments done within Callproof from here. | |
| + | More Info: [[Appointments]] | ||
| − | |||
| − | == 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. | ||
| − | + | This feature is currently in Beta. | |
| + | More Info: [[Web Future Appointments|Future Appointments]] | ||
| − | == | + | |
| + | |||
| + | == [[Web Followups|Followups]] == | ||
| + | |||
| + | Access all Followups scheduled within Callproof. View, edit, or export from this page. | ||
| + | |||
| + | More Info: [[Web Followups|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. | ||
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
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.
