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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.

Callproof Mobile App Home Page

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 points can also be edited here.

• Wufoo - Advanced way of creating more in depth forms. (Rarely Used)

• Stores - Define stores when Callproof is running in Dealer Mode. (Rarely Used)

• Markets - User defined markets.

Phone Settings

• Request VOIP - VOIP is an extra service available to Callproof customers that allows you to record calls, create alternate numbers for ad campaigns, and more.

Quick Links

• Clock In - Allows employees to clock in. Time sheets are tracked in Callproof and are visible to managers.

• Clock Out - Allows employees to clock in. Time sheets are tracked in Callproof and are visible to managers.

• Logout - Allows employees to log out of the Callproof system. Next time Callproof is used, the user will have to log in again.

Tools

• Duplicates - This is a tool for finding and fixing duplicate contact records.