Contacts

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Contacts

The Contacts page is the primary CRM workspace for managing customer accounts. From this page you can search contacts, manage account information, create opportunities and tasks, submit event forms, make calls, send text messages, build routes, view account history, and export contact data.

Index of Contact in Callproof.

Navigation: People → Contacts (or Accounts when the People Tab is enabled) Note: When the People Tab feature is enabled, this page is labeled Accounts instead of Contacts.

• Users must be logged in.
• Contact visibility depends on the user's Account Radius and assignment settings.
• Managers and Market Managers have additional search filters and bulk actions.
• Export, delete, and communication features depend on user permissions.

1. Log in to your CallProof account.
2. Hover over People.
3. Click Contacts (or Accounts).
4. The Contacts page opens.
5. Configure search filters as needed.
6. Click Search.
7. Review the search results.
8. Use the right sidebar to access additional account tools.

Search Contacts

Narrow a large database to the accounts you need right now—by name, company, phone, email, type, city, state, zip, country, account number, or date ranges (created, last contacted, last appointment). Managers and market managers can also filter by User (including inactive users) and Regions so they review a rep’s book or a territory instead of the whole company. Without search, the list is too large to work productively.

Account Search

Field	Description
Search	Search by company name, contact name, phone number, email address, or other account information.
User	Managers and Market Managers can search accounts assigned to selected users.
Assigned to Me	Available for non-managers.
Type	Filter by contact or account type.
City	Search by one or more cities.
State	Filter by state.
Zip	Filter by ZIP code.
Sort	Alphabetical, Reverse Alphabetical, Date Added, Last Contacted, and other options.
Max Results	Select the maximum number of records returned.
Account	Search by account number.
Created Date	Filter by account creation date.
Last Contacted	Filter by last contacted date.
Country	Filter by country.

Advanced Filters

Click More to display additional filters, including:

Click More

Advanced Filters

• Radius
• Route
• Not in a Route
• Labels
• Regions
• Role
• Business Type
• County
• Employee Count
• Annual Sales
• Parent Company
• Custom Fields
• Event Forms
• Attachments

1. Enter one or more search criteria.
2. Expand More if additional filters are required.
3. Click Search.
4. Review the filtered contact list.
5. Use pagination to browse additional pages.
6. Click Clear Filters to reset all search criteria.

Contact List

Each search result displays important account information and quick actions.

• Company Name
• Contact Name
• Contact Type
• Email Address
• Phone Numbers
• Address
• Sales Representatives
• Last Contact Date
• Next Task
• Notes
• Account Statistics (if enabled)

Row Actions

Each contact provides quick access to:

• Edit Contact
• Delete Contact
• Add Opportunity
• Add Task
• Add Event Form
• Add Note
• Pin / Unpin Contact
• Add to Route
• Call
• Send SMS
• Add Phone

Add Account

Create a new customer account. Create a new customer record with company, type, address, phones, and ownership so the account enters the CRM correctly from day one. Required company + type keep records searchable and classifiable; optional sales rep assignment sets ownership immediately.

Click Add Account

Add Account

1. Click Add Contact.
2. Select an existing company or create a new company.
3. Select an Account Type.
4. Enter the contact information.
5. Assign a sales representative if required.
6. Click Save.
7. The new account opens in the Edit Contact page.

Edit Contact

Update account information and manage all related customer activities.

Tab	Purpose
Info	Basic account information
Details	Additional account information
Event Forms	View and submit event forms
Notes	Manage account notes
Appointments	Appointment history
Tasks	Follow-up tasks
Opportunities	Sales opportunities
Contacts	Personnel (People Tab only)
Calls	Call history
Recorded Calls	Recorded call history
SMS	Text messages
Email	Email history
Files	Uploaded files
Images	Account images
Avatar	Profile image

1. Click the company name, contact name, photo, or Edit icon.
2. Update the required information.
3. Save changes on each section as needed.

Delete Contact

1. Click the Delete (red X) icon.
2. Confirm the deletion.
3. The contact is permanently removed.

Note: Only users with Can Delete Contacts permission can delete contacts.

Bulk Actions

Select one or more contacts to perform bulk actions.

Available actions include:

• Send Text Message
• Add Sales Representative
• Remove Sales Representative
• Remove All Sales Representatives
• Change Account Type
• Merge Accounts
• Create Tasks
• Remove Tasks
• Create Route
• Create Label

Map View

1. Run a search.
2. Click Map.
3. View account locations on the map.
4. Optionally use the Lasso tool to select multiple accounts.
5. Save routes or perform bulk actions from the selected accounts.

Save Route

1. Select one or more contacts using the Route icon.
2. Click Save Route.
3. Enter a route name.
4. Save the route.

Export Contact Results

1. Run the desired search.
2. Click Export Contact Results.
3. Select the export options.
4. Click Create Export File.
5. Wait for the export to complete.
6. Download the report from the email notification or the Exports page.

Right Sidebar

The sidebar provides quick access to:

• Companies
• Add Company
• Contacts / Accounts
• Add Contact
• Call History
• Autotext
• Import Accounts
• Export Accounts
• Duplicate Contacts
• Do Not Call
• Labels

Notes

• Contact visibility depends on Account Radius and assignment settings.
• Managers have additional search filters and bulk management features.
• Twilio-enabled companies display call and SMS actions.
• Bulk actions apply to selected contacts or the current search results.
• Exporting contacts requires the Can Export permission.
• The People Tab changes the page label from Contacts to Accounts and emphasizes company information.