Website

Path: Website

After logging into Callproof, you will see a red navigation bar across the top.

Find out more details about each option below. Click on the tab name for more in depth details.

Home

Most site customization and setup is done from the Home tab.

Sales

Information about pending opportunities and the opportunity funnel are found in the Sales tab.

Dashboard

Daily activities like Followups, Event Forms, and employee rankings are found in the Dashboard tab.

Maps

Find new and current customers and opportunities using Google maps within the Maps tab.

People

Add, edit, update, search, filter, and export contacts from the People tab.

Stats

See graphic reports of employee activity from the Stats tab.

Mail

Manage report subscriptions and Callproof generated emails from the Mail tab.

Support

If a user needs help, fill out the short tech support form from the Support tab. Please be as detailed as possible to ensure quicker resolution.