Companies

Path: Website - People - Companies

Account Companies

View and manage Account Companies in CallProof. The Account Companies page provides a company-centric view of your CRM, allowing you to search companies, manage related accounts and contacts, create opportunities and tasks, submit event forms, build routes, and export company information.

Index of Company in Callproof.

Navigation: People → Companies

Note: This page is available to all logged-in users. The companies displayed depend on the user's Account Radius, assignments, and permissions.

• Users must be logged in.
• The list is filtered according to the user's Account Radius and assignment settings.
• Users without a valid profile or company are redirected to the Home page with an error message.
• This page is not manager-only.

The companies displayed depend on the user's Account Radius setting.

Account Radius	Companies Displayed
Assigned Contacts	Companies assigned to the user (plus unassigned contacts when All Unassigned is enabled)
All Contacts	All companies within the CallProof company
Assigned Contacts + Radius	Assigned companies plus nearby companies within the configured mileage radius
Other	Assigned companies (plus unassigned when enabled)

People Tab Enabled

• Only companies that contain at least one linked contact are displayed.
• Managers can view all contacts within a company.
• Non-managers see only contacts assigned to them or unassigned contacts.

1. Log in to your CallProof account.
2. Hover over People.
3. Click Companies.
4. The Account Companies page opens.
5. Review the list of companies.
6. Use the right sidebar to access additional company tools.

Search Companies

Narrow a large company list when you only remember part of the story—company name, city, zip, state, phone digits, or a person’s name. Search keeps you from scrolling hundreds of companies. The Company dropdown picks an exact name from the current set; Sort and Max Results control order and how much data loads so the page stays usable.

Account Companies Search

Search Fields

Field	Description
Search	Company name, city, state, ZIP code, phone number, contact name, or personnel name
Company	Select a company from the dropdown list
Sort	Alphabetical, Reverse Alphabetical, Date Added, Reverse Date Added
Max Results	50, 100, 1000, 5000, 10000, or All

1. Open People → Companies.
2. Enter search criteria as needed.
3. Select optional filters.
4. Click Search.
5. Review the filtered company list.
6. Use the pagination controls to browse additional pages.

Company List

Depending on whether the People Tab feature is enabled, the page layout differs slightly.

Standard Company View

Each company displays:

• Company Name
• Email
• Add Contact
• Edit Company
• Delete Company
• Related Contacts
• Phone Numbers
• Contact Type
• Assigned Sales Representatives
• Opportunity, Task, Event Form, and Route actions

People Tab View

Each company displays:

• Company Name
• Account information
• Personnel list
• Add Personnel
• Edit Account
• Delete Contact
• Company phone numbers
• Related contacts

Edit Company

Correct or rename the company record and (when People Tab is off) set which contact is the primary for that company. Keeps company names accurate for search, reports, and how contacts are grouped. After save, you often continue on the linked account/contact edit screen so address and ownership stay consistent.

Edit Company Click (pencil) icon

Update Company

1. Click the company name or the Edit icon.
2. The Edit Company page opens.
3. Update the company information.
4. Click Save.

Add Company

Create a new company shell when a new business enters your pipeline. Name is required so the company can be found and linked. After save, CallProof sends you to Add Contact for that company so the company is immediately tied to a real account/person instead of sitting empty.

Add Company Click (plus) icon

Add Company

1. Click Add Company.
2. Enter the company name.
3. Click Save.
4. You are redirected to create the first contact for the company.

Add Contact

Attach another person or location record under an existing company—for example a second buyer, branch, or contact at the same business—without creating a duplicate company name.

Add Contact Click (plus) icon

Add Contact

People Tab Disabled

1. Click the Add (+) icon.
2. Complete the Add Contact form.
3. Click Save.

Add Personnel

Add a person under the account (People tab) for that company. Use when the account already exists and you need to track additional people (decision makers, influencers) without creating a separate company.

Add Contact Click (plus) icon

Add Contact

People Tab Enabled

1. Click the Add (+) icon.
2. Complete the Add Personnel form.
3. Click Save.

Email Company Contacts

1. Click the Email icon.
2. Your default email application opens with all company email addresses.

Add Phone

1. Click Add Phone.
2. Enter the phone information.
3. Click Save.

Add Opportunity

1. Click the Add Opportunity icon.
2. Complete the opportunity information.
3. Click Save.

Add Task

1. Click the Add Task icon.
2. Complete the task information.
3. Click Save.

Add Event Form

1. Click the Event Form icon.
2. Select the required event form.
3. Complete the form.
4. Click Save.

Save Route

1. Click the Route icon beside one or more contacts.
2. Click Save Route.
3. The selected contacts are added to the route.

Delete Company

People Tab Disabled

1. Click the Delete (red X) icon.
2. Confirm the deletion.
3. The company is removed.

Delete Contact

1. Click the Delete (red X) icon.
2. Confirm the deletion.
3. The contact is removed.

Export Companies Report

1. Click Export Companies Report.
2. Optionally select Include All Contact Details and Custom Fields.
3. Click Create Companies Report.
4. Wait for the export to complete.
5. Download the report from the email notification or the Exports page.

Right Sidebar

The right sidebar provides quick access to:

• Companies
• Add Company
• Contacts / Accounts
• Call History
• Autotext
• Add Contact
• Import Contacts
• Export Contacts
• Duplicate Contacts
• Labels

Pagination

The pagination controls allow you to:

• Move between pages.
• Export the current company list.
• Save the current route.

Notes

• Company visibility depends on Account Radius and assignment settings.
• Companies are displayed 10 per page.
• People Tab changes the layout and available actions.
• Only users with Can Delete Contacts permission can delete companies.
• Only users with Can Export permission can export company reports.
• Twilio call buttons appear only when Twilio calling is enabled.
• Route actions are available only for contacts with valid latitude and longitude coordinates.