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- 07:17, 16 July 2026 Retrieve the Contact List Based on ContactId (hist) [7,786 bytes] Ashley DeBon (talk | contribs) (Created page with "== Retrieve Contact by Contact ID == === Base URL === https://apimobile.callproof.com === Endpoint === /api/contacts/{id} === Purpose === Returns the full profile for a sin...")
- 07:06, 16 July 2026 Member Detail (hist) [2,087 bytes] Ashley DeBon (talk | contribs) (Created page with "== Member Detail == === What is Member Detail? === Member Detail is the teammate profile screen in '''Teams'''. It shows a rep’s photo, role, live status, streak, sale...")
- 07:04, 16 July 2026 Activity stats (hist) [1,343 bytes] Ashley DeBon (talk | contribs) (Created page with "== Activity stats == === What are Activity stats? === Activity stats are the hexagon metric cards on '''Member Detail'''. They show teammate performance for the selected...")
- 07:03, 16 July 2026 Date Range filter (hist) [1,413 bytes] Ashley DeBon (talk | contribs) (Created page with "== Date Range filter == === What is Date Range filter? === Date Range filter controls which time period the '''Activity stats''' on '''Member Detail''' show. You can...")
- 07:03, 16 July 2026 Video message (hist) [1,392 bytes] Ashley DeBon (talk | contribs) (Created page with "== Video message == === What is Video message? === Video message opens async video messaging with a teammate from '''Member Detail'''. You can record and send video mess...")
- 07:02, 16 July 2026 Message member (hist) [1,067 bytes] Ashley DeBon (talk | contribs) (Created page with "== Message member == === What is Message member? === Message member lets you send an SMS to a teammate from '''Member Detail'''. If AI is enabled, CallProof may open '''...")
- 07:02, 16 July 2026 Call member (hist) [1,088 bytes] Ashley DeBon (talk | contribs) (Created page with "== Call member == === What is Call member? === Call member lets you dial a teammate’s phone number directly from '''Member Detail''' using your device’s phone dialer...")
- 07:01, 16 July 2026 Sales Goal (hist) [926 bytes] Ashley DeBon (talk | contribs) (Created page with "== Streak == === What is Streak? === Streak shows how many consecutive days a teammate has maintained an activity streak on '''Member Detail'''. === How to navigate ===...")
- 06:59, 16 July 2026 Streak (hist) [1,012 bytes] Ashley DeBon (talk | contribs) (Created page with "== Streak == === What is Streak? === Streak shows how many consecutive days a teammate has maintained an activity streak on '''Member Detail'''. === How to navigate ===...")
- 06:59, 16 July 2026 Badge (hist) [857 bytes] Ashley DeBon (talk | contribs) (Created page with "== Badge == === What is Badge? === Badge is the achievement icon shown on a teammate’s '''Member Detail''' profile. It represents gamification rewards earned in '''T...")
- 06:58, 16 July 2026 Real-time status (hist) [1,011 bytes] Ashley DeBon (talk | contribs) (Created page with "== Real-time status == === What is Real-time status? === Real-time status shows what a teammate is doing right now in the field. Examples include '''Idle''', '''On Call''',...")
- 06:57, 16 July 2026 Profile header (hist) [1,229 bytes] Ashley DeBon (talk | contribs) (Created page with "== Profile header == === What is Profile header? === Profile header is the top identity section on '''Member Detail'''. It shows who the teammate is with their photo, na...")
- 06:47, 16 July 2026 Member details (hist) [11,734 bytes] Ashley DeBon (talk | contribs) (Created page with "== Member Detail == === What is Member Detail? === Member Detail is the teammate profile screen in '''Teams'''. It shows a rep’s photo, role, live status, streak, sale...")
- 06:19, 16 July 2026 Retrieve all Contact List for new Message (hist) [4,177 bytes] Ashley DeBon (talk | contribs) (Created page with "== New Message Contact List == === Base URL === https://apimobile.callproof.com === Endpoint === /api/new-message-contact-list === Purpose === Returns a paginated list of c...")
- 06:12, 16 July 2026 Retrieve all Contact List search (hist) [7,302 bytes] Ashley DeBon (talk | contribs) (Created page with "== Contact List Search == === Base URL === https://apimobile.callproof.com === Endpoint === /api/contact-list-search === Purpose === Retrieves one or more contacts for live...")
- 05:59, 16 July 2026 Retrieve all Contact List Details (hist) [7,390 bytes] Ashley DeBon (talk | contribs) (Created page with "== Retrieve Contact List == === Base URL === https://apimobile.callproof.com === Endpoint === /api/contact-list === Purpose === Returns a paginated list of contacts (accoun...")
- 05:47, 16 July 2026 Dismiss recommended followup (hist) [2,372 bytes] Ashley DeBon (talk | contribs) (Created page with "== Dismiss Recommended Followup == === Base URL === https://apimobile.callproof.com === Endpoint === /api/followup-recommendations/{contact_id}/dismiss-recommended-followup...")
- 05:22, 16 July 2026 Update the recommended followup on email action (hist) [2,323 bytes] Ashley DeBon (talk | contribs) (Created page with "== Trigger Email Action on Followup Recommendation == === Base URL === https://apimobile.callproof.com === Endpoint === /api/contacts/{id}/trigger-email-action === Purpose...")
- 05:02, 16 July 2026 Retrieve the Followup Recommendations (hist) [3,812 bytes] Ashley DeBon (talk | contribs) (Created page with "== Retrieve Followup Recommendations == === Base URL === https://apimobile.callproof.com === Endpoint === /api/followup-recommendations === Purpose === Returns suggested co...")
- 13:23, 15 July 2026 Event Actions Store (hist) [4,490 bytes] Ashley DeBon (talk | contribs) (Created page with "== Record User Event Action == === Base URL === https://apimobile.callproof.com === Endpoint === /api/v1/event-action === Purpose === Records an authenticated user's intera...")
- 12:37, 15 July 2026 GlassUSA Dashboard Details (hist) [3,233 bytes] Ashley DeBon (talk | contribs) (Created page with "== GlassUSA Dashboard Details == === Base URL === https://apimobile.callproof.com === Endpoint === /api/v1/glassusa-dashboard-details === Purpose === Returns the informatio...")
- 12:25, 15 July 2026 Check Verification Code (hist) [4,178 bytes] Ashley DeBon (talk | contribs) (Created page with "== Verify Two-Factor Authentication Code == === Base URL === https://apimobile.callproof.com === Endpoint === /api/v1/check-verification-code === Purpose === Validates a si...")
- 12:11, 15 July 2026 Send OTP (hist) [3,722 bytes] Ashley DeBon (talk | contribs) (Created page with "== Send Two-Factor Verification Code == === Base URL === https://apimobile.callproof.com === Endpoint === /api/v1/verify-code === Purpose === Sends a six-digit verification...")
- 11:54, 15 July 2026 Dashboard Widgets Update Details (hist) [5,213 bytes] Ashley DeBon (talk | contribs) (Created page with "== Update Dashboard Widgets == === Base URL === https://apimobile.callproof.com === Endpoint === /api/v1/widgets === Purpose === Updates the authenticated user's dashboard...")
- 11:37, 15 July 2026 Task Stages (hist) [5,074 bytes] Ashley DeBon (talk | contribs) (Created page with "== Task Stages == Task Stages define the workflow used on the '''Task Board'''. Stages such as '''To Do''', '''In Progress''', and '''Completed''' help organize tasks as they...")
- 11:14, 15 July 2026 Dashboard Widgets Get Details (hist) [4,212 bytes] Ashley DeBon (talk | contribs) (Created page with "== Get Dashboard Widgets == === Base URL === https://apimobile.callproof.com === Endpoint === /api/v1/widgets === Purpose === Returns the authenticated user's dashboard wid...")
- 11:06, 15 July 2026 Team Member Details (hist) [6,005 bytes] Ashley DeBon (talk | contribs) (Created page with "== Team Member Activity Details == === Base URL === https://apimobile.callproof.com === Endpoint === /api/v1/team-member-details === Purpose === Returns an activity summary...")
- 10:52, 15 July 2026 Web Files (hist) [4,666 bytes] Ashley DeBon (talk | contribs) (Created page with "== Files == '''Navigation:''' '''Dashboard''' → '''Files''' '''Note:''' In some companies, this menu appears as '''Dashboard & Reports''' → '''Files'''. == Purpose ==...")
- 10:52, 15 July 2026 Dashboard Details (hist) [9,282 bytes] Ashley DeBon (talk | contribs) (Created page with "== Dashboard Details == === Base URL === https://apimobile.callproof.com === Endpoint === /api/v1/dashboard-details === Purpose === Returns a personalized overview of the a...")
- 09:18, 15 July 2026 More menu (hist) [949 bytes] Ashley DeBon (talk | contribs) (Created page with "== More menu == === What is More menu? === The More menu is the full action sheet for an account—one place for view/edit and all related workflows. === How to navigate ==...")
- 09:18, 15 July 2026 Accounts Map (hist) [969 bytes] Ashley DeBon (talk | contribs) (Created page with "== Accounts Map == === What is Accounts Map? === Accounts Map plots your filtered accounts on a map so you can see nearby companies and plan visits. === How to navigate ===...")
- 09:18, 15 July 2026 Directions / Street View (hist) [954 bytes] Ashley DeBon (talk | contribs) (Created page with " == Directions / Street View == === What are Directions / Street View? === Directions opens navigation to the account address. Street View shows the location visually on the...")
- 09:17, 15 July 2026 Images (hist) [852 bytes] Ashley DeBon (talk | contribs) (Created page with "== Images == === What are Images? === Images stores photos related to an account (storefront, docs, event-form images, profile images). === How to navigate === '''Accoun...")
- 09:17, 15 July 2026 Labels (hist) [673 bytes] Ashley DeBon (talk | contribs) (Created page with " == Labels == === What are Labels? === Labels are tags you apply to accounts for organization and filtering. === How to navigate === '''Accounts''' → '''[[More menu]...")
- 09:16, 15 July 2026 Mobile People (hist) [891 bytes] Ashley DeBon (talk | contribs) (Created page with "== People == === What are People? === People are individual contacts that belong under a company account. === How to navigate === '''Accounts''' → '''More menu''...")
- 09:15, 15 July 2026 Notes (hist) [698 bytes] Ashley DeBon (talk | contribs) (Created page with " == Notes == === What are Notes? === Notes store free-text comments and visit details on an account. === How to navigate === '''Accounts''' → '''More menu''' →...")
- 09:14, 15 July 2026 Tasks / Follow-ups (hist) [945 bytes] Ashley DeBon (talk | contribs) (Created page with "== Tasks / Follow-ups == === What are Tasks / Follow-ups (from Accounts)? === From an account, you can create or edit a task/follow-up reminder linked to that company. ===...")
- 09:14, 15 July 2026 Mobile Event Forms (hist) [958 bytes] Ashley DeBon (talk | contribs) (Created page with " == Event Forms == === What are Event Forms? === Event Forms are custom forms tied to an account—used for visits, orders, surveys, and other company workflows. === How to...")
- 09:12, 15 July 2026 Add to Route (hist) [902 bytes] Ashley DeBon (talk | contribs) (Created page with " == Add to Route == === What is Add to Route? === Add to Route places the account as a stop on your current route for planned visits. === How to navigate === '''Accounts...")
- 09:12, 15 July 2026 Appointment (hist) [1,055 bytes] Ashley DeBon (talk | contribs) (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 Email Account (hist) [929 bytes] Ashley DeBon (talk | contribs) (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 Message / SMS (hist) [872 bytes] Ashley DeBon (talk | contribs) (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 Call Account (hist) [905 bytes] Ashley DeBon (talk | contribs) (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 Edit account (hist) [884 bytes] Ashley DeBon (talk | contribs) (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 View account details (hist) [1,090 bytes] Ashley DeBon (talk | contribs) (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...")
- 09:07, 15 July 2026 Add a new account (hist) [1,034 bytes] Ashley DeBon (talk | contribs) (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 Sort by contact activity (hist) [905 bytes] Ashley DeBon (talk | contribs) (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 Sort by distance (hist) [877 bytes] Ashley DeBon (talk | contribs) (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 Account Filters (hist) [1,192 bytes] Ashley DeBon (talk | contribs) (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 Search Accounts (hist) [1,136 bytes] Ashley DeBon (talk | contribs) (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...")
