Difference between revisions of "Home"
| (12 intermediate revisions by the same user not shown) | |||
| Line 1: | Line 1: | ||
| − | Path: [[ | + | Path: [[Callproof Support]] - [[Website]] - [[Home]] |
Most of the main customizations available in Callproof are accessed here. This contacts most of the user defined items like [[Contact Types]], [[Custom Fields]], and [[Points]]. | Most of the main customizations available in Callproof are accessed here. This contacts most of the user defined items like [[Contact Types]], [[Custom Fields]], and [[Points]]. | ||
| + | |||
| + | |||
== Site Settings == | == Site Settings == | ||
| − | *[[Event Forms]] | + | *[[Event Forms]] - User defined forms for activities that can occur within your business. These can be emailed immediately to user defined emails and reported on. (Ex. Closed Deal Form - Small form reps fill out when closing a deal) |
| + | |||
| + | *[[Custom Fields]] - User defined fields added to contact records. These appear on all contact records and can be used in searches. | ||
| + | |||
| + | *[[Contact Types]] - User defined contact types used within their company. These can be used to organize and search contacts. | ||
| + | |||
| + | *[[Titles]] - User defined titles for employees within your company. | ||
| + | |||
| + | *[[Badges]] - User defined awards given at user defined point thresholds. When employees earn enough points, badges are given out. | ||
| − | *[[ | + | *[[Event Points]] - User defined point scale for actions performed in Callproof. Most actions in Callproof can be assigned a point value and be used to rank employees. Points for each action can be defined here. |
| − | *[[ | + | *[[Point Values]] - User defined point values that can be assigned to actions. The icon used for points can also be edited here. |
| − | *[[ | + | *[[Wufoo]] - Advanced way of creating more in depth forms. ('''Rarely Used''') |
| − | + | *[[Stores]] - Define stores when Callproof is running in Dealer Mode. ('''Rarely Used''') | |
| − | + | *[[Markets]] - User defined markets. | |
| − | |||
| − | == | + | == Phone Settings == |
| − | + | *[[Request VOIP]] - VOIP is an extra service available to Callproof customers that allows you to record calls, create alternate numbers for ad campaigns, and more. | |
| − | |||
| − | + | == Quick Links == | |
| − | *[[ | + | *[[Clock In]] - Allows employees to clock in. Time sheets are tracked in Callproof and are visible to managers. |
| − | + | *[[Clock In|Clock Out]] - Allows employees to clock in. Time sheets are tracked in Callproof and are visible to managers. | |
| − | *[[ | + | *[[Logout]] - Allows employees to log out of the Callproof system. Next time Callproof is used, the user will have to log in again. |
| − | |||
| − | Tools | + | == Tools == |
| − | *[[Duplicates]] | + | *[[Duplicates]] - This is a tool for finding and fixing duplicate contact records. |
Latest revision as of 16:02, 3 December 2014
Path: Callproof Support - Website - Home
Most of the main customizations available in Callproof are accessed here. This contacts most of the user defined items like Contact Types, Custom Fields, and Points.
Site Settings
- Event Forms - User defined forms for activities that can occur within your business. These can be emailed immediately to user defined emails and reported on. (Ex. Closed Deal Form - Small form reps fill out when closing a deal)
- Custom Fields - User defined fields added to contact records. These appear on all contact records and can be used in searches.
- Contact Types - User defined contact types used within their company. These can be used to organize and search contacts.
- Titles - User defined titles for employees within your company.
- Badges - User defined awards given at user defined point thresholds. When employees earn enough points, badges are given out.
- Event Points - User defined point scale for actions performed in Callproof. Most actions in Callproof can be assigned a point value and be used to rank employees. Points for each action can be defined here.
- Point Values - User defined point values that can be assigned to actions. The icon used for points can also be edited here.
- Wufoo - Advanced way of creating more in depth forms. (Rarely Used)
- Stores - Define stores when Callproof is running in Dealer Mode. (Rarely Used)
- Markets - User defined markets.
Phone Settings
- Request VOIP - VOIP is an extra service available to Callproof customers that allows you to record calls, create alternate numbers for ad campaigns, and more.
Quick Links
- Clock In - Allows employees to clock in. Time sheets are tracked in Callproof and are visible to managers.
- Clock Out - Allows employees to clock in. Time sheets are tracked in Callproof and are visible to managers.
- Logout - Allows employees to log out of the Callproof system. Next time Callproof is used, the user will have to log in again.
Tools
- Duplicates - This is a tool for finding and fixing duplicate contact records.
