Difference between revisions of "Support Menu"

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Path: [[Callproof Support]] - [[New Website]] - [[Support Menu]]
 
Path: [[Callproof Support]] - [[New Website]] - [[Support Menu]]
  
== [[Support Menu]] ==
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== [[Submit Support Request]] ==
  
Kanban-style sales pipeline. Each card is an opportunity linked to a contact/account, with stage, type, value, probability, close date, name, and notes. Drag a card to change stage. Derived value is value times probability divided by 100. Company currency symbol comes from company opportunity sign setting. Managers and reps can use the board. Import is limited to managers or market managers. Reps may be limited to their own opportunities unless they can view others’ opportunities. Example: Move Acme – $50k from Proposal to Negotiation on the board. Key settings and filters: date range, rep, market, sort order, stage visibility for users who can view all opportunities. Related: uses Stages, Types, and Opportunity Fields; feeds Opportunity Reports and dollar Goals.
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Submit Support Request (New Web) Opens as a modal. Does not leave the current page. URL: GET and POST /support/ Send a problem or question to CallProof support by email. No in-app ticket record is stored. Any logged-in user can use it if the menu item is visible. Form fields: Category, Description of Problem or Question, Please Contact Me (Email / Phone / Do not contact), Phone or Email when that option is selected. Example: Rep’s call recordings are not uploading. They submit a request with Phone contact and get a success toast. Support receives the email with Reply-To set to their address. Related: companies without VoIP may see Request VOIP pointing to /support/?voip=1 with a VoIP category preselected.
  
More Info: [[Opportunities (New Web)]]
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More Info: [[Submit Support Request (New Web)]]
  
[[File:OpportunitiesFunnel.png|350px|thumb|Opportunities]]
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[[File:SubmitSupportRequest.png|350px|thumb|Submit Support Request popup]]
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== [[Help & FAQs]] ==
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Help & FAQs (New Web) Menu URL is commonly https://callproof.com/plans/#faq. In New Web, that link is intercepted and redirected to CallProof Academy at /show_tutorial_videos/. Browse global and company-specific tutorial videos to learn the product instead of contacting support first. Available to logged-in users when the menu item is visible. Example: New rep watches onboarding videos from Support → Help & FAQs. Page heading: Welcome to CallProof Academy. Supports searching videos by title. Company-specific videos can be managed separately by managers or Tools.
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More Info: [[Help & FAQs (New Web)]]
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[[File:SubmitSupportRequest.png|350px|thumb|Help & FAQs]]

Revision as of 12:47, 27 July 2026

Path: Callproof Support - New Website - Support Menu

Submit Support Request

Submit Support Request (New Web) Opens as a modal. Does not leave the current page. URL: GET and POST /support/ Send a problem or question to CallProof support by email. No in-app ticket record is stored. Any logged-in user can use it if the menu item is visible. Form fields: Category, Description of Problem or Question, Please Contact Me (Email / Phone / Do not contact), Phone or Email when that option is selected. Example: Rep’s call recordings are not uploading. They submit a request with Phone contact and get a success toast. Support receives the email with Reply-To set to their address. Related: companies without VoIP may see Request VOIP pointing to /support/?voip=1 with a VoIP category preselected.

More Info: Submit Support Request (New Web)

Submit Support Request popup


Help & FAQs

Help & FAQs (New Web) Menu URL is commonly https://callproof.com/plans/#faq. In New Web, that link is intercepted and redirected to CallProof Academy at /show_tutorial_videos/. Browse global and company-specific tutorial videos to learn the product instead of contacting support first. Available to logged-in users when the menu item is visible. Example: New rep watches onboarding videos from Support → Help & FAQs. Page heading: Welcome to CallProof Academy. Supports searching videos by title. Company-specific videos can be managed separately by managers or Tools.

More Info: Help & FAQs (New Web)

Help & FAQs