Difference between revisions of "Home"
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| − | Path: [[Website]] - [[Navigation Bar | + | Path: [[Website]] - [[Navigation Bar]] |
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== Site Settings == | == Site Settings == | ||
| − | *[[Event Forms]] | + | *[[Event Forms]] - User defined forms for activities that can occur within your business. These can be emailed immediately to user defined emails and reported on. (Ex. Closed Deal Form - Small form reps fill out when closing a deal) |
| − | *[[Custom Fields]] | + | *[[Custom Fields]] - User defined fields added to contact records. These appear on all contact records and can be used in searches. |
| − | *[[Contact Types]] | + | *[[Contact Types]] - User defined contact types used within their company. These can be used to organize and search contacts. |
| − | *[[Titles]] | + | *[[Titles]] - User defined titles for employees within your company. |
| − | *[[Badges]] | + | *[[Badges]] - User defined awards given at user defined point thresholds. When employees earn enough points, badges are given out. |
| − | *[[Event Points]] | + | *[[Event Points]] - User defined point scale for actions performed in Callproof. Most actions in Callproof can be assigned a point value and be used to rank employees. Points for each action can be defined here. |
| − | *[[Point Values]] | + | *[[Point Values]] - User defined point values that can be assigned to actions. The icon used for point can also be edited here. |
| − | *[[Wufoo]] | + | *[[Wufoo]] - More advanced way of creating more in depth forms. |
| − | *[[Stores]] | + | *[[Stores]] - Define stores when Callproof is running in Dealer Mode. ('''Rarely Used''') |
*[[Markets]] | *[[Markets]] | ||
Revision as of 18:08, 9 September 2013
Path: Website - Navigation Bar
Most of the main customizations available in Callproof are accessed here. This contacts most of the user defined items like Contact Types, Custom Fields, and Points.
Site Settings
- Event Forms - User defined forms for activities that can occur within your business. These can be emailed immediately to user defined emails and reported on. (Ex. Closed Deal Form - Small form reps fill out when closing a deal)
- Custom Fields - User defined fields added to contact records. These appear on all contact records and can be used in searches.
- Contact Types - User defined contact types used within their company. These can be used to organize and search contacts.
- Titles - User defined titles for employees within your company.
- Badges - User defined awards given at user defined point thresholds. When employees earn enough points, badges are given out.
- Event Points - User defined point scale for actions performed in Callproof. Most actions in Callproof can be assigned a point value and be used to rank employees. Points for each action can be defined here.
- Point Values - User defined point values that can be assigned to actions. The icon used for point can also be edited here.
- Wufoo - More advanced way of creating more in depth forms.
- Stores - Define stores when Callproof is running in Dealer Mode. (Rarely Used)
Phone Settings
Quick Links
