Difference between revisions of "Reporting Phone Calls"
Ashley DeBon (talk | contribs) |
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| − | CallProof offers reporting features for managers to see a | + | CallProof offers reporting features for managers to see a rep's calls to CallProof clients. For these calls to be counted correctly in reports, there are some important things to understand about how call tracking works on different devices. |
== What Calls Are Tracked By CallProof? == | == What Calls Are Tracked By CallProof? == | ||
| + | When a rep makes a call, CallProof checks the phone number against all CallProof contacts within their company. If a matching contact is found, the call is identified as a Client Call and is included in CallProof reporting. | ||
| − | + | [[File:App_Calls_Are_Tracked_CallProof.png|200px|center|thumb|CallProof App - Calls Are Tracked By CallProof]] | |
| − | + | == Making Calls Count Using iPhones == | |
| + | |||
| + | On iPhones and other iOS devices, users must place calls from within the CallProof app for them to be tracked. | ||
| + | |||
| + | To make a tracked call: | ||
| + | * Search for the contact in CallProof. | ||
| + | * Open the contact record. | ||
| + | * Tap Call from the contact menu. | ||
| + | |||
| + | Calls placed this way are correctly recorded for reporting purposes. | ||
| + | |||
| + | Note: Calls made directly from the native Phone app on iOS are not tracked by CallProof. | ||
| + | |||
| + | [[File:App_Making_Calls_Count_Using_iPhones.png|200px|center|thumb|CallProof App - Making Calls Count Using iPhones]] | ||
| + | |||
| + | |||
| + | == Making Calls Count Using Android == | ||
| + | |||
| + | Android behaviour depends on which version of the CallProof app is installed. | ||
| + | === CallProof from Google Play (Standard App) === | ||
| − | + | Users should place calls from within CallProof: | |
| + | |||
| + | * Search for the contact. | ||
| + | * Open the contact. | ||
| + | * Tap Call. | ||
| + | |||
| + | Calls made this way are properly recorded for reporting. Calls made only from the phone dialer are not collected by the standard version of the app. | ||
| − | + | [[File:App_Making_Calls_Count.png|200px|center|thumb|CallProof App - Making Calls Count Using Android]] | |
| − | |||
| + | === CallProof Call Log Version === | ||
| + | The CallProof Call Log version provides enhanced call tracking and is the recommended option for Android users who want automatic client call reporting. | ||
| − | + | With this version, users can make calls either: | |
| − | + | * From within the CallProof app, or | |
| + | * From the device's normal Phone/Dialer app. | ||
| − | CallProof | + | CallProof automatically reads the device's call log, matches phone numbers against CallProof contacts, discards unknown numbers, and records matching client calls for reporting. |
| − | |||
| − | + | Call history can sync automatically throughout the day based on sync settings. Calls are also synced after calls made from the app or manually by selecting More > Sync Calls. Logging out will also upload any remaining unsynced calls. | |
| − | |||
| − | + | Best Practice: | |
| + | * Keep the Call Log permission enabled. | ||
| + | * Stay signed in during the workday. | ||
| + | * If recent client calls do not appear in reports, use Sync Calls from the More menu. | ||
| + | * Logging out and back in is not required to sync calls, although logging out will still upload any remaining unsynced call history. | ||
| − | + | [[File:App_With_Call_Log_SynCalls.png|200px|center|thumb|CallProof App - Sync Calls Option (Call Log Version)]] | |
| − | |||
Latest revision as of 08:14, 30 July 2026
CallProof offers reporting features for managers to see a rep's calls to CallProof clients. For these calls to be counted correctly in reports, there are some important things to understand about how call tracking works on different devices.
Contents
What Calls Are Tracked By CallProof?
When a rep makes a call, CallProof checks the phone number against all CallProof contacts within their company. If a matching contact is found, the call is identified as a Client Call and is included in CallProof reporting.
Making Calls Count Using iPhones
On iPhones and other iOS devices, users must place calls from within the CallProof app for them to be tracked.
To make a tracked call:
- Search for the contact in CallProof.
- Open the contact record.
- Tap Call from the contact menu.
Calls placed this way are correctly recorded for reporting purposes.
Note: Calls made directly from the native Phone app on iOS are not tracked by CallProof.
Making Calls Count Using Android
Android behaviour depends on which version of the CallProof app is installed.
CallProof from Google Play (Standard App)
Users should place calls from within CallProof:
- Search for the contact.
- Open the contact.
- Tap Call.
Calls made this way are properly recorded for reporting. Calls made only from the phone dialer are not collected by the standard version of the app.
CallProof Call Log Version
The CallProof Call Log version provides enhanced call tracking and is the recommended option for Android users who want automatic client call reporting.
With this version, users can make calls either:
- From within the CallProof app, or
- From the device's normal Phone/Dialer app.
CallProof automatically reads the device's call log, matches phone numbers against CallProof contacts, discards unknown numbers, and records matching client calls for reporting.
Call history can sync automatically throughout the day based on sync settings. Calls are also synced after calls made from the app or manually by selecting More > Sync Calls. Logging out will also upload any remaining unsynced calls.
Best Practice:
- Keep the Call Log permission enabled.
- Stay signed in during the workday.
- If recent client calls do not appear in reports, use Sync Calls from the More menu.
- Logging out and back in is not required to sync calls, although logging out will still upload any remaining unsynced call history.
