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Path: Callproof Support - Website

The main navigation bar in Callproof is on top. This will provide access to most every feature Callproof has to offer.

Not all users will see the same Navigation Bar. The options will depend on user access level. Managers have additional features that allow customization of the site for their companies' use.

All main options are listed below.

Login

Use this screen to sign in to CallProof with your email and password, or with Google, Microsoft, or Outlook. The Login screen lets you securely access your CallProof account so you can use contacts, calls, events, reports, and other features for your company.

From this screen you can also:

Reset a forgotten password Create a new account Sign in with Google, Microsoft, or Outlook Enter a verification code when your company requires extra security

More Info: Login

Login

Signup

Use this screen to create a new CallProof account for your company. The Signup screen lets you register as a new member so you can start using contacts, calls, events, reports, and other CallProof features.

From this screen you can also:

• Sign up with your company and contact details
• Continue with Google, Microsoft, or Outlook
• Go back to Sign in if you already have an account

More Info: Signup

Signup

Home

Event Forms

• URL: /eforms/
• Build custom forms for visits and calls (checklists, scores, notes).
• Can send email on submit and create follow-ups.

Custom Fields

• URL: /cfields/
• Extra fields on contacts and opportunities (text, dropdown, date, etc.).
• Examples: accounting ID, competitor, special notes.

Account Types

• URL: /contact_types/
• Labels for accounts (Client, Prospect, Lead, etc.).
• Used for filtering and reporting.

Titles & Assignments

• URL: /titles/
• Job titles for people at accounts (Owner, Buyer, Manager).
• Supports optional icons and defaults.

Markets & Territories

• URL: /markets/
• Define sales markets and territories.
• Control which reps can see which market’s data.

Edit Contact Role Option

• URL: /role/
• Roles for people at companies (when People tab is enabled).
• Manager-only access.

Region

• URL: /region/
• Geographic regions by state, city, county, and zip.
• Assign users to regions.

CallProof Voice / calling

Activate New CallerID

• URL: /caller/callerid/new/
• Verify a phone number for outbound Caller ID (Twilio).

My Phone Numbers

• URL: /phone_numbers/
• Manage Twilio numbers: buy, forward, voicemail, SMS, routing.
• Requires Twilio and user permission; otherwise may show “Request VOIP”.

Edit Call Result Options

• URL: /call_results/
• Call outcomes after a call (Connected, Voicemail, Wrong Number, etc.).

Call Overrides

• URL: /calls/overrides/
• Manually map unknown numbers to the correct account or contact.

Set-Up Auto Text

• URL: /autotext/
• Auto SMS/VM greetings and reply rules for phone numbers.

Info

Whats New

• URL: /home/whats_new/
• Latest CallProof product updates and release notes.

Typical setup order

1. Account Types → Custom Fields → Event Forms
2. Markets / Regions / Titles / Roles
3. Phone Numbers → Caller ID → Call Results → Auto Text → Call Overrides

Notes

• Visibility depends on role (manager vs rep), company flags (Twilio, People tab), and menu customizations.
• Menu data is loaded dynamically from NewUIMenuURL via HomeMenuView.

More Info: Home

Home