User contributions
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- 09:12, 15 July 2026 (diff | hist) . . (+877) . . N Appointment (Created page with "== Appointment == === What is Appointment? === Appointment is a check-in/visit for an account. Start it when you arrive and end it when you leave. === How to navigate ===...")
- 09:11, 15 July 2026 (diff | hist) . . (+760) . . N Email Account (Created page with "== Email Account == === What is Email Account? === Email Account sends email to the account from quick actions or the More menu. === How to navigate === '''Accounts'''...")
- 09:09, 15 July 2026 (diff | hist) . . (+791) . . N Message / SMS (Created page with " == Message / SMS == === What is Message / SMS? === Message / SMS sends a text message to an account phone number from CallProof. === How to navigate === '''Accounts''...")
- 09:09, 15 July 2026 (diff | hist) . . (+823) . . N Call Account (Created page with " == Call Account == === What is Call Account? === Call Account places a phone call to the account from CallProof so activity can be tracked. === How to navigate === '''A...")
- 09:08, 15 July 2026 (diff | hist) . . (+802) . . N Edit account (Created page with "== Edit account == === What is Edit account? === Edit account updates an existing company contact record. === How to navigate === '''Accounts''' → '''More menu''...")
- 09:08, 15 July 2026 (diff | hist) . . (+1,000) . . N View account details (Created page with "== View account details == === What is View account details? === View account details opens the full record for a company contact—info, history, and related items. === Ho...")
- 09:08, 15 July 2026 (diff | hist) . . (+32) . . Web Followups (→Tasks (Followups))
- 09:07, 15 July 2026 (diff | hist) . . (+949) . . N Add a new account (Created page with " == Add a new account == === What is Add a new account? === Add a new account creates a company contact record in CallProof. === How to navigate === '''Accounts'''...")
- 09:07, 15 July 2026 (diff | hist) . . (0) . . N File:FollowupsIndex.png (current)
- 09:07, 15 July 2026 (diff | hist) . . (0) . . Web Followups
- 09:07, 15 July 2026 (diff | hist) . . (+818) . . N Sort by contact activity (Created page with "== Sort by contact activity == === What is Sort by contact activity? === Sort by contact activity orders accounts by how recently they were contacted. === How to navigate =...")
- 09:07, 15 July 2026 (diff | hist) . . (+790) . . N Sort by distance (Created page with " == Sort by distance == === What is Sort by distance? === Sort by distance orders accounts by how near or far they are from your current location. === How to navigate ===...")
- 09:06, 15 July 2026 (diff | hist) . . (+1,107) . . N Account Filters (Created page with " == Account Filters == === What are Account Filters? === Account Filters narrow and organize the Accounts list by search fields, sort order, account type, and custom fields...")
- 09:06, 15 July 2026 (diff | hist) . . (+1,051) . . N Search Accounts (Created page with " == Search Accounts == === What is Search Accounts? === Search finds accounts by company name or other fields you have selected in filters. === How to navigate === '''Ac...")
- 09:05, 15 July 2026 (diff | hist) . . (+891) . . N All Accounts / Only My Accounts (Created page with " == All Accounts / Only My Accounts == === What is All Accounts / Only My Accounts? === This switch controls whether you see every account available to you, or only account...")
- 09:05, 15 July 2026 (diff | hist) . . (+790) . . N View accounts (Created page with " == View accounts == === What is View accounts? === View accounts is the main '''Accounts''' list. It shows the company contacts you can access in CallProof. === How to...")
- 09:04, 15 July 2026 (diff | hist) . . (+3,359) . . Web Followups
- 09:04, 15 July 2026 (diff | hist) . . (-20,198) . . Accounts
- 09:03, 15 July 2026 (diff | hist) . . (+19,055) . . Accounts (→Features include)
- 08:59, 15 July 2026 (diff | hist) . . (+7) . . Mobile App (→Top Navigation)
- 08:56, 15 July 2026 (diff | hist) . . (0) . . Mobile App (→Bottom Navigation Tabs)
- 08:55, 15 July 2026 (diff | hist) . . (0) . . Mobile App (→Top Navigation)
- 08:55, 15 July 2026 (diff | hist) . . (0) . . Mobile App (→Sign Up (Create Account))
- 08:55, 15 July 2026 (diff | hist) . . (0) . . Mobile App (→Sign Up (Create Account))
- 08:54, 15 July 2026 (diff | hist) . . (0) . . Mobile App (→Log Into Callproof)
- 08:53, 15 July 2026 (diff | hist) . . (-286) . . Dashboard
- 08:52, 15 July 2026 (diff | hist) . . (+92) . . Dashboard (→Appointments)
- 08:51, 15 July 2026 (diff | hist) . . (+2,301) . . N Recommended Follow-ups (Created page with "== Recommended Follow-ups == === What are Recommended Follow-ups? === Recommended Follow-ups is a Home widget that suggests accounts you should contact next. Suggestions are...")
- 08:50, 15 July 2026 (diff | hist) . . (+1,566) . . N Widget order / visibility (Created page with "== Widget order / visibility == === What is Widget order / visibility? === Widget order / visibility controls which Home widgets appear and the order they show on '''Mobil...")
- 08:50, 15 July 2026 (diff | hist) . . (+794) . . N Version update (Created page with "== Version update == === What is Version update? === Version update is a Home banner/prompt that tells you a newer CallProof app version is available and helps you update....")
- 08:49, 15 July 2026 (diff | hist) . . (+1,206) . . N Current appointment (Created page with "== Current appointment == === What is Current appointment? === Current appointment is the Home indicator/action used when you already have an active appointment running. It...")
- 08:49, 15 July 2026 (diff | hist) . . (+1,206) . . N Twilio Call / Message (Created page with "== Twilio Call / Message == === What is Twilio Call / Message? === Twilio Call / Message are Home side shortcuts for calling and messaging through CallProof’s Twilio integ...")
- 08:48, 15 July 2026 (diff | hist) . . (+1,198) . . N Tasks / Follow-ups widget (Created page with " == Tasks / Follow-ups widget == === What is the Tasks / Follow-ups widget? === The Tasks / Follow-ups widget on Home shows pending tasks and follow-ups so you can act on to...")
- 08:48, 15 July 2026 (diff | hist) . . (+1,128) . . N Mobile Opportunities (Created page with "== Mobile Opportunities == === What are Mobile Opportunities? === Mobile Opportunities (Opportunities widget) on Home shows your current sales opportunities and funnel/statu...")
- 08:47, 15 July 2026 (diff | hist) . . (+981) . . N Recent Events (Created page with " == Recent Events == === What are Recent Events? === Recent Events shows the latest activities done in CallProof from both the mobile app and the website—calls, appointmen...")
- 08:47, 15 July 2026 (diff | hist) . . (+1,054) . . N Activity Summary (Created page with "== Activity Summary == === What is Activity Summary? === Activity Summary is a Home widget that shows quick counts of your recent sales activity—such as appointments, emai...")
- 08:46, 15 July 2026 (diff | hist) . . (+1,134) . . N Business Card (Created page with "== Business Card == === What is Business Card? === The Business Card widget on '''Mobile Home''' lets you scan or capture business cards and turn them into CallProof acc...")
- 08:45, 15 July 2026 (diff | hist) . . (+909) . . N Greeting / header (Created page with " == Greeting / header == === What is Greeting / header? === The greeting / header is the top section of '''Mobile Home'''. It welcomes you and shows the current time of...")
- 08:44, 15 July 2026 (diff | hist) . . (0) . . N File:AppointmentsEnd.png (current)
- 08:43, 15 July 2026 (diff | hist) . . (+232) . . Appointments (current)
- 08:40, 15 July 2026 (diff | hist) . . (0) . . N File:AppointmentsExport.png (current)
- 08:39, 15 July 2026 (diff | hist) . . (0) . . N File:AppointmentsDelete.png (current)
- 08:39, 15 July 2026 (diff | hist) . . (0) . . N File:AppointmentsSearch.png (current)
- 08:39, 15 July 2026 (diff | hist) . . (0) . . N File:AppointmentsIndex.png (current)
- 08:39, 15 July 2026 (diff | hist) . . (+75) . . Mobile App (→Bottom Navigation Tabs)
- 08:38, 15 July 2026 (diff | hist) . . (-1) . . Appointments (→Delete Appointment)
- 08:38, 15 July 2026 (diff | hist) . . (-91) . . Appointments
- 08:38, 15 July 2026 (diff | hist) . . (+3,807) . . Appointments (→What are Appointments?)
- 08:38, 15 July 2026 (diff | hist) . . (+108) . . Mobile App (→Top Navigation)
- 08:37, 15 July 2026 (diff | hist) . . (-1,447) . . Mobile App (→Home Screen Sections)
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