Difference between revisions of "Markets"

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Path: [[Callproof Support]] - [[Website]] - [[Markets]]
 
Path: [[Callproof Support]] - [[Website]] - [[Markets]]
  
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== Viewing Markets ==
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[[File:MarketIndex.png|250px|thumb|Markets Index View]]
  
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'''Navigation:''' '''Home''' → '''Settings & Customization''' → '''Markets'''
  
== What are Markets? ==
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# Log in to your CallProof account.
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# From the main navigation bar, hover over '''Home'''.
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# In the '''Settings & Customization''' section of the drop-down menu, click '''Markets'''.
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# The '''Markets''' page opens.
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# View the list of available markets.
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# The page displays all configured markets and their details.
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<div style="clear:both;"></div>
  
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== Adding a Market ==
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[[File:MarketAdd.png|250px|thumb|Add Market]]
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'''Navigation:''' '''Home''' → '''Settings & Customization''' → '''Markets'''
  
Markets provide a way to group contacts.  
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# Log in to your CallProof account.
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# From the main navigation bar, hover over '''Home'''.
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# In the '''Settings & Customization''' section of the drop-down menu, click '''Markets'''.
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# The '''Markets''' page opens.
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# Click the '''Add Market''' button.
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# The '''Add Market''' page opens.
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# Enter the required market details.
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# Click the '''Save''' button.
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# The new market is saved successfully and appears in the Markets list.
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<div style="clear:both;"></div>
  
More documentation is in development on this feature.
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== Editing a Market ==
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<div style="float:right; margin:0 0 1em 1em;">
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{| style="border:0;"
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| [[File:MarketEdit.png|250px|thumb|Click the Edit (pencil) icon]]
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| [[File:EditCustomFields.png|250px|thumb|Edit Market]]
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|}
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</div>
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'''Navigation:''' '''Home''' → '''Settings & Customization''' → '''Markets'''
 +
 
 +
# Log in to your CallProof account.
 +
 
 +
# From the main navigation bar, hover over '''Home'''.
 +
 
 +
# In the '''Settings & Customization''' section of the drop-down menu, click '''Markets'''.
 +
# The '''Markets''' page opens.
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# Locate the market that you want to edit.
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# Click the '''Edit (pencil) icon''' next to the market.
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# The '''Edit Market''' page opens.
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# Update the required market details.
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# Click the '''Save''' button.
 +
# The market is updated successfully.
 +
<div style="clear:both;"></div>

Revision as of 12:52, 14 July 2026

Path: Callproof Support - Website - Markets

Viewing Markets

Markets Index View

Navigation: HomeSettings & CustomizationMarkets

  1. Log in to your CallProof account.
  2. From the main navigation bar, hover over Home.
  3. In the Settings & Customization section of the drop-down menu, click Markets.
  4. The Markets page opens.
  5. View the list of available markets.
  6. The page displays all configured markets and their details.

Adding a Market

Add Market

Navigation: HomeSettings & CustomizationMarkets

  1. Log in to your CallProof account.
  2. From the main navigation bar, hover over Home.
  3. In the Settings & Customization section of the drop-down menu, click Markets.
  4. The Markets page opens.
  5. Click the Add Market button.
  6. The Add Market page opens.
  7. Enter the required market details.
  8. Click the Save button.
  9. The new market is saved successfully and appears in the Markets list.

Editing a Market

Click the Edit (pencil) icon
Edit Market

Navigation: HomeSettings & CustomizationMarkets

  1. Log in to your CallProof account.
  1. From the main navigation bar, hover over Home.
  1. In the Settings & Customization section of the drop-down menu, click Markets.
  2. The Markets page opens.
  3. Locate the market that you want to edit.
  4. Click the Edit (pencil) icon next to the market.
  5. The Edit Market page opens.
  6. Update the required market details.
  7. Click the Save button.
  8. The market is updated successfully.