Dashboard

From docs
Revision as of 18:14, 17 October 2013 by Jeff Epperson (talk | contribs)
Jump to: navigation, search

Path: Callproof Support - Website - Navigation Bar - Dashboard


The Dashboard tab contains many of the daily activities and details done within Callproof. Not all items will be visible to all users.


Ranking

Ranking shows the company leader boards determined by points earned. These can be filtered by ranking groups and lenth (day, week, month).

More Info: Ranking


Events (Manager)

Events (Manager) is available to managers within Callproof. This is a simplified, raw feed of events occurring within Callproof.

More Info: Events Manager


Events

Activity and events are recorded within Callproof and can be see on the Events page. This is also seen on the mobile app.

More Info: Events


Event Form Entries

Search, view, edit, or delete Event Forms from Callproof on the Event Form Entries page.

More Info: Event Form Entries


Call History

Sales calls within Callproof can be viewed and deleted from the Call History page.

More Info: Call History


Appointments

Access all Appointments done within Callproof from here.

More Info: Appointments


Future Appointments

Access all Appointments that were scheduled as Future Appointments. These are Appointments that were setup using Google Calendar.

This feature is currently in Beta.

More Info: Web Future Appointments


Followups

Downloads

The Downloads page contains the latest Android .APK file that can be used to install Callproof on a mobile phone. It is recommended that users download from the Google Play Store to ensure they have the latest version.