Difference between revisions of "People"
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| − | Path: [[Website]] - [[ | + | Path: [[Website]] - [[People]] |
This tab is where you find, edit, update, and create contacts. Your company directory is also located here. Managers have additional options for adding users. | This tab is where you find, edit, update, and create contacts. Your company directory is also located here. Managers have additional options for adding users. | ||
| − | == | + | == [[Company Directory]] == |
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| + | See every user in your company in one place so managers can manage staffing, access, devices, and assignments. The list shows who is active or disabled, who is a manager, who can delete contacts, last activity, address/markets, phones and app versions, how many accounts each rep has, and whether GPS tracking is on. From here you open Add, Edit, Invite, Import, Export, Sync, Map, and Tasks without leaving the People workflow. | ||
| − | + | More Info: [[Company Directory]] | |
| − | + | [[File:CompanyDirectoryIndex.png|250px|thumb|right|Index of Company Directory in Callproof.]] | |
| + | <div style="clear:both;"></div> | ||
== [[Companies]] == | == [[Companies]] == | ||
| − | + | See your CRM organized by company, not as a flat contact list. Each company groups its accounts/contacts so you can find the right business, see who works there, who owns the account, phones, last contact, and take action (edit, call, task, opportunity, route) without leaving the company view. Use this when you sell or support by business name and need the full company → people picture. | |
| + | |||
| + | More Info: [[Companies]] | ||
| + | [[File:CompaniesIndex.png|250px|thumb|right|Index of Companies in Callproof.]] | ||
| + | <div style="clear:both;"></div> | ||
== [[Contacts]] == | == [[Contacts]] == | ||
Add, edit, view, search, sort, and export contacts from the Contacts option. Exports will create csv files based on your search criteria. | Add, edit, view, search, sort, and export contacts from the Contacts option. Exports will create csv files based on your search criteria. | ||
| + | Open your main CRM list of accounts (or contacts) so you can find customers, review ownership, and take action in one place. This is the day-to-day work screen for sales and service: search your book, see last contact, phones, notes, and next tasks, then edit, call, assign, or export without jumping through multiple menus. When People Tab is on, the same page is labeled Accounts and focuses on the business record plus people under it. | ||
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| + | More Info: [[Contacts]] | ||
| + | [[File:ContactIndex.png|250px|thumb|right|Index of Contact in Callproof.]] | ||
| + | <div style="clear:both;"></div> | ||
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| + | == [[Routes]] == | ||
| + | Plan a driving visit sequence for one or more reps. Pick accounts/contacts, order stops, view the path on Google Maps, optimize travel, assign the route, notify reps (email/app), and print a PDF. Routes also tie into Contacts search filters (“Not in a Route”, route filter). | ||
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| + | More Info: [[Web Routes]] | ||
| + | [[File:RouteIndex.png|250px|thumb|right|Index of Route in Callproof.]] | ||
| + | <div style="clear:both;"></div> | ||
Latest revision as of 07:54, 16 July 2026
This tab is where you find, edit, update, and create contacts. Your company directory is also located here. Managers have additional options for adding users.
Contents
Company Directory
See every user in your company in one place so managers can manage staffing, access, devices, and assignments. The list shows who is active or disabled, who is a manager, who can delete contacts, last activity, address/markets, phones and app versions, how many accounts each rep has, and whether GPS tracking is on. From here you open Add, Edit, Invite, Import, Export, Sync, Map, and Tasks without leaving the People workflow.
More Info: Company Directory
Companies
See your CRM organized by company, not as a flat contact list. Each company groups its accounts/contacts so you can find the right business, see who works there, who owns the account, phones, last contact, and take action (edit, call, task, opportunity, route) without leaving the company view. Use this when you sell or support by business name and need the full company → people picture.
More Info: Companies
Contacts
Add, edit, view, search, sort, and export contacts from the Contacts option. Exports will create csv files based on your search criteria. Open your main CRM list of accounts (or contacts) so you can find customers, review ownership, and take action in one place. This is the day-to-day work screen for sales and service: search your book, see last contact, phones, notes, and next tasks, then edit, call, assign, or export without jumping through multiple menus. When People Tab is on, the same page is labeled Accounts and focuses on the business record plus people under it.
More Info: Contacts
Routes
Plan a driving visit sequence for one or more reps. Pick accounts/contacts, order stops, view the path on Google Maps, optimize travel, assign the route, notify reps (email/app), and print a PDF. Routes also tie into Contacts search filters (“Not in a Route”, route filter).
More Info: Web Routes
