Difference between revisions of "Dashboard"
Ashley DeBon (talk | contribs) (→Events) |
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Search, view, edit, or delete Event Forms from Callproof on the [[Event Form Entries]] page. | Search, view, edit, or delete Event Forms from Callproof on the [[Event Form Entries]] page. | ||
| + | Review all submitted event form entries across accounts so managers and reps can track field activity, completion status, and form results in one place. | ||
More Info: [[Event Form Entries]] | More Info: [[Event Form Entries]] | ||
Revision as of 07:21, 15 July 2026
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. View team activity history in CallProof. Events show actions such as calls, emails, appointments, tasks, event forms, and opportunity updates linked to accounts.
More Information : Events
Event Form Entries
Search, view, edit, or delete Event Forms from Callproof on the Event Form Entries page. Review all submitted event form entries across accounts so managers and reps can track field activity, completion status, and form results in one place.
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.
