Difference between revisions of "Getting Started"
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Revision as of 20:24, 16 January 2014
Getting Started
Outlined below are typical steps a company takes when signing up with Callproof. These videos will walk you through essential steps to help get you started. Further help documents are available on specific features and screens.
Adding New Users in CallProof
Now that you've signed up for Callproof, the first thing you need to do is add your employees. Hover over People, and click on Company Directory. Click add Employee and enter your employee information. You'll notice on the bottom there's a "Send Email Notification" checkbox. When you check this box, Callproof will automatically generate an email to this employees email letting them know you've created them an account in Callproof and what their login information is. After creating the employee, click Submit. Once you've done that, you'll be taken to their profile. Here you can adjust their rights, priledges and even upload a picture of your employee. You can give them a title and designate if they are a manager. Keep in mind, those that are managers have access to the Company Directory and all settings within Callproof. You can also check to allow them to delete contacts. You can check if they can see all unassigned contacts in the system. You can check Track GPS and Callproof will automatically refresh their GPS location data when they are out in the field using the mobile application. You can also check Hide Events to hide their activity from the event feed. You'll notice you've also got a drop down for Contact Radius. Once you put an address here in Callproof, you tell Callproof this employee is able to view contacts based on a radius around that address. That address doesn't have to be their home address or even their office address. It can be any address you want to use as the basis for your radius. Once you've set all that up, click Update and Callproof will save all the data.
Creating Contact Types in CallProof: https://vimeo.com/83319503
Adding New Users in CallProof: https://vimeo.com/83318557
Event Forms: https://vimeo.com/83318368
Import Your Contacts into CallProof: https://vimeo.com/83317883
Reports in CallProof: https://vimeo.com/83317416
Custom Fields in CallProof: https://vimeo.com/83316823
