Difference between revisions of "Navigation Bar"
| Line 24: | Line 24: | ||
This section is for viewing and managing activity using Google maps. You can find new businesses to target, track past appointments, plot customers on a map, and more.([[Maps|More Info]]) | This section is for viewing and managing activity using Google maps. You can find new businesses to target, track past appointments, plot customers on a map, and more.([[Maps|More Info]]) | ||
| + | |||
| + | == [[People]] == | ||
| + | |||
| + | This section is for viewing and managing your contacts. You can view, sort, and create contacts here. Once a contact is found, you can edit and update their information and custom fields. ([[People|More Info]]) | ||
Revision as of 17:45, 9 September 2013
Path: Website
The main navigation bar in Callproof is on top. This will provide access to most every feature Callproof has to offer.
Not all users will see the same Navigation Bar. The options will depend on user access level. Managers have additional features that allow customization of the site for their companies' use.
All main options are listed below.
Contents
Home
This is the main section for customizing the site, clocking in and out, and logging out of the system. (More Info)
Sales
This section is for viewing and managing opportunities, opportunity funnel. You can also customize the opportunity types and funnel here. (More Info)
Dashboard
This section is for viewing and managing day to day items. This can include sales rep rankings (if using a points system), daily appointments, scheduled followups, and more. (More Info)
Maps
This section is for viewing and managing activity using Google maps. You can find new businesses to target, track past appointments, plot customers on a map, and more.(More Info)
People
This section is for viewing and managing your contacts. You can view, sort, and create contacts here. Once a contact is found, you can edit and update their information and custom fields. (More Info)
