Difference between revisions of "Report Menu"
Ashley DeBon (talk | contribs) (→Events (New Web)) |
Ashley DeBon (talk | contribs) (→Events (New Web)) |
||
| Line 4: | Line 4: | ||
== [[Events (New Web)]] == | == [[Events (New Web)]] == | ||
| + | |||
| + | Lists company activity events in a filterable timeline (calls, check-ins, and other event types from the event feed). Supports search and CSV export. Login required. Managers and market managers can filter by users and markets. Users with Just My Events see a limited user filter. Example: Manager reviews yesterday’s check-ins and calls by rep and market. Key filters: event type, max results, markets, users, include inactive users. Related: feeds Custom and Manual report event sections; exports can appear in My Exports. | ||
More Info: [[Events (New Web)]] | More Info: [[Events (New Web)]] | ||
Revision as of 08:20, 23 July 2026
Path: Callproof Support - New Website - Report Menu
The Sales Tab is used to add Opportunities and view the company funnel. This can be customized to meet company needs.
Contents
Events (New Web)
Lists company activity events in a filterable timeline (calls, check-ins, and other event types from the event feed). Supports search and CSV export. Login required. Managers and market managers can filter by users and markets. Users with Just My Events see a limited user filter. Example: Manager reviews yesterday’s check-ins and calls by rep and market. Key filters: event type, max results, markets, users, include inactive users. Related: feeds Custom and Manual report event sections; exports can appear in My Exports.
More Info: Events (New Web)
Activity
More Info: Activity
Appointments (New Web)
More Info: Appointments (New Web)
Tasks (New Web)
More Info: Tasks (New Web)
Exports (New Web)
More Info: Exports (New Web)
Custom Reports (New web)
More Info: Custom Reports (New web)
Manual Reports (New web)
More Info: Manual Reports (New web)
