Accounts

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Path: Callproof Support > Website > Maps > Accounts

Contents

What are Accounts?

Accounts Page
Accounts Menu

Accounts are your company contacts in CallProof. From the Accounts screen, you can find, view, and manage the businesses you work with—search them, filter them, and take action on each account.

Depending on your security settings, you may see all accounts or only the accounts assigned to you. Allow location access when prompted for better sort and map results; CallProof uses this to show distance and nearby accounts.

Using Accounts

Use the search bar to find an account by company name or other selected search fields. Open filters to choose which fields to search, sort results (for example Closest To Me, Need to Contact, or Recently Contacted), and narrow by account type or custom fields. Switch between All Accounts and Only My Accounts as needed.

Each result shows the company name, address, and related details. Tap an account to open more options—call, message, email, start an appointment, add to a route, fill out event forms, add notes, or view and edit the account. Use the map icon to plot accounts on the map, and the add button to create a new account.

Steps

  1. Open the Accounts tab.
  2. Use the search bar to find accounts by company name or other selected search fields.
  3. Open Filters to choose which fields to search, how to sort, account type, custom fields, and All Accounts vs Only My Accounts.
  4. Browse results—each row shows company name, address, distance, last contacted, and related details.
  5. Use quick actions on a row, or open More for the full menu.
  6. Use the map icon to plot accounts, and the add button to create a new account.

Accounts

Features include

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 navigate

Bottom tab Accounts

Using View accounts

  1. Open the Accounts tab.
  2. Browse the list of companies.
  3. Pull down to refresh.
  4. Scroll to load more results when available.
  5. Tap an account or action button to continue.

Features include

  • Accounts list – Company name, address, distance, last contacted, and related details.
  • Pull to refresh – Reload latest account data.
  • Pagination / scroll – Load additional accounts as you scroll.
  • Empty state – Message when no accounts match your search/filters.

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 accounts assigned to you.

How to navigate

Accounts → segment control All Accounts / Only My Accounts (Usually shown with Filters / account list header.)

Using All Accounts / Only My Accounts

  1. Open Accounts.
  2. Select All Accounts to see all accessible accounts.
  3. Select Only My Accounts to see only accounts assigned to you.
  4. Search and filters apply within the selected segment.

Features include

  • All Accounts – Full list based on your security access.
  • Only My Accounts – Accounts assigned to your user/sales rep.
  • Security dependent – What you can see depends on company permissions.

Search Accounts

What is Search Accounts?

Search finds accounts by company name or other fields you have selected in filters.

How to navigate

Accounts → search bar (“Search for Accounts”)

Using Search Accounts

  1. Tap the search bar on Accounts.
  2. Enter a keyword (company, city, etc. based on selected search fields).
  3. Use quotation marks for exact phrases when needed (example: "Used Car").
  4. Clear search to return to the full filtered list.
  5. For best results, enable only the search fields you need in Account Filters.

Features include

  • Keyword search – Match against selected fields.
  • Multi-field search – Company, city, state, ZIP, street, phone, email, and other available fields.
  • Exact phrase tips – Quotes improve exact-name matching.
  • Clear search – Reset the search text quickly.
  • Faster results tip – Fewer selected search fields usually means clearer, faster results.

Account Filters

What are Account Filters?

Account Filters narrow and organize the Accounts list by search fields, sort order, account type, and custom fields.

How to navigate

Accounts → Filter icon / Filters panel

Using Account Filters

  1. Open Filters on Accounts.
  2. Choose which Search fields to use.
  3. Set Sort (distance, activity, or alphabetical).
  4. Select Account type (Client, Lead, Prospect, etc.).
  5. Add Custom fields criteria when needed.
  6. Apply filters and review the updated list.
  7. Filters can remain saved for your next visit.

Features include

  • Search fields – Which fields the search uses.
  • Sort – Closest to Me, Farthest Away, Need to Contact, Recently Contacted, Company A–Z / Z–A.
  • Account type – Filter by your company’s contact types.
  • Custom fields – Company-specific fields to narrow results.
  • Saved filters – Keep last-used filter settings for next time.
  • Clear filters – Reset to default when needed.

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

Accounts → Account Filters → Sort → Closest to Me or Farthest Away

Using Sort by distance

  1. Allow location access when prompted.
  2. Open Account Filters → Sort.
  3. Choose Closest to Me or Farthest Away.
  4. Review the Accounts list sorted by distance.

Features include

  • Closest to Me – Nearby accounts first.
  • Farthest Away – Farther accounts first.
  • Device GPS – Uses your current location for ordering.
  • Distance on list – Account rows can show distance when available.

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

Accounts → Account Filters → Sort → Need to Contact or Recently Contacted

Using Sort by contact activity

  1. Open Account Filters → Sort.
  2. Choose Need to Contact for oldest last-contacted first.
  3. Choose Recently Contacted for most recently contacted first.
  4. Work the list from top to bottom for follow-ups.

Features include

  • Need to Contact – Accounts with the oldest “Last Contacted” date.
  • Recently Contacted – Accounts contacted most recently.
  • Follow-up planning – Helps prioritize outreach.

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 → Add (+) button (Also possible from Business Card scan flows.)

Using Add a new account

  1. Tap Add on Accounts.
  2. Enter Company Name and Account Type (required).
  3. Add optional fields: address, phone, email, website, sales rep, custom fields, notes.
  4. Use business card scan or vCard import when enabled.
  5. Save to create the account.

Features include

  • Required fields – Company Name and Account Type.
  • Optional details – Address, phones, email, sales rep, custom fields.
  • Business card scan – Fill fields from a scanned card when available.
  • vCard import – Import contact data when enabled.
  • Sales rep assignment – Defaults to the user adding the account.

View account details

What is View account details?

View account details opens the full record for a company contact—info, history, and related items.

How to navigate

Accounts → tap account / More menu → View Account

Using View account details

  1. Open an account from the list or More menu.
  2. Review company info, address, phones, and related tabs/sections.
  3. Open notes, appointments, follow-ups, opportunities, event forms, people, images, or history as needed.
  4. Switch to Edit account when changes are required.

Features include

  • Company info – Name, type, account number, website, email.
  • Address and phones – Location and contact numbers.
  • People – Contacts under the company.
  • Custom fields – Company-specific details.
  • History tabs – Notes, appointments, follow-ups, opportunities, event forms, calls/SMS/images when available.

Edit account

What is Edit account?

Edit account updates an existing company contact record.

How to navigate

Accounts → More menu → Edit Account (or Edit from View account details)

Using Edit account

  1. Open Edit Account.
  2. Update company info, type, address, phones, sales reps, custom fields, and other details.
  3. Save changes.
  4. Confirm the updated values on the account screen.

Features include

  • Update core info – Company name, type, contact details.
  • Address / phones – Keep location and numbers current.
  • Sales reps – Assign or change ownership.
  • Custom fields – Edit company-specific values.
  • Save – Persist updates to CallProof.

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

Accounts → Call button on row or More menu → Call (Twilio options when enabled)

Using Call Account

  1. Find the account.
  2. Tap Call.
  3. If multiple numbers exist, select the number to dial.
  4. Complete the call in the phone/Twilio flow.
  5. Call activity can appear in history/reporting.

Features include

  • Quick call button – Call directly from the Accounts list.
  • Multiple numbers – Choose among available phones.
  • Twilio calling – Available when Twilio is enabled.
  • Tracked calls – Helps CallProof reporting when calling from the app.

Message / SMS

What is Message / SMS?

Message / SMS sends a text message to an account phone number from CallProof.

How to navigate

Accounts → Message button or More / messaging options (AI message help may appear when enabled)

Using Message / SMS

  1. Tap Message on an account.
  2. Select a phone number if more than one exists.
  3. Write the SMS (or use AI assistance when offered).
  4. Send the message.

Features include

  • SMS to account – Text the selected phone number.
  • Number picker – Choose among phones when multiple exist.
  • AI message help – Draft assistance when CallProof AI is enabled.
  • Twilio messaging – Used when messaging integration is enabled.

Email Account

What is Email Account?

Email Account sends email to the account from quick actions or the More menu.

How to navigate

Accounts → Email button or More menu → Email

Using Email Account

  1. Tap Email on an account.
  2. Choose recipient email if multiple exist.
  3. Compose and send the email.
  4. Optional: use AI email assistance when enabled.

Features include

  • Quick email action – Start email from the account row.
  • Email list / manage emails – Work with company or people emails when available.
  • AI email help – Draft support when enabled.
  • Send from device mail – Completes through the mail composer/flow.

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

Accounts → Appointment button or More menu → Appointment

Using Appointment

  1. Tap Appointment on the account.
  2. Confirm start when prompted.
  3. Work the visit (notes, forms, calls as needed).
  4. End the appointment when finished (from account/Home timer flow).
  5. Complete end-appointment notes or forms when shown.

Features include

  • Start appointment – Begin a tracked visit.
  • End appointment – Finish the visit and capture follow-up details.
  • Active timer – Appointment state can replace Places with a timer while active.
  • Linked activity – Appointment history stays on the account.

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 → Route button or map/lasso add-to-route actions Then manage stops in Routes

Using Add to Route

  1. Tap Route / Add to Route on an account.
  2. Confirm the account was added.
  3. Open Routes to view, optimize, save, or clear the route.
  4. Visit stops in order.

Features include

  • Add stop – Insert account into current route.
  • Already added handling – Warns if the account is already on the route.
  • Routes link – Continue planning in Current/Saved Routes.
  • Map / lasso add – Add multiple accounts from map selection when available.

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 navigate

Accounts → Event / Event Forms action or More menu → Event Forms

Using Event Forms

  1. Open Event Forms on an account.
  2. Select the form to fill out.
  3. Enter required fields.
  4. Save/submit the form to the account history.

Features include

  • Form list – Company-defined event forms.
  • Fill and submit – Capture structured visit/order data.
  • Account history – Submitted forms stay on the account.
  • Appointment integration – Some forms can start/treat as appointment based on settings.

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.

How to navigate

Accounts → More menu → Add Task / Follow-up Full list also on Tasks

Using Tasks / Follow-ups

  1. Open More on an account.
  2. Choose Add Task / Follow-up.
  3. Set date, time, duration, type, priority, notes, and assignee when available.
  4. Save the task.
  5. Manage completion later from Tasks.

Features include

  • Create follow-up – Schedule next contact for the account.
  • Edit follow-up – Update an existing task.
  • Account linkage – Task stays connected to the company.
  • Calendar sync – Can sync when calendar setup is enabled.

Notes

What are Notes?

Notes store free-text comments and visit details on an account.

How to navigate

Accounts → More menu → Notes or Notes section in View account details

Using Notes

  1. Open Notes for the account.
  2. Add a new note.
  3. Save.
  4. Review older notes anytime on the account.

Features include

  • Add note – Capture visit details or comments.
  • View notes – Read prior notes on the account.
  • Account history – Notes remain attached to the company record.

Opportunities

What are Opportunities (from Accounts)?

Opportunities track sales deals linked to an account as they move through your funnel.

How to navigate

Accounts → More menu → Opportunities Also from Home widget / My Opportunities

Using Opportunities

  1. Open Opportunities on an account.
  2. View existing deals for that company.
  3. Add a new opportunity with type, value, probability, close date, and notes.
  4. Update stage/status as the sale progresses.

Features include

  • Account opportunities list – Deals tied to the company.
  • Add opportunity – Create a new pipeline record.
  • Edit opportunity – Update value, stage, probability, dates, notes.
  • Funnel tracking – Follow the deal through opportunity types/stages.

People

What are People?

People are individual contacts that belong under a company account.

How to navigate

Accounts → More menu → People / Contacts or People section in View account details

Using People

  1. Open People for the account.
  2. View individuals linked to the company.
  3. Add or edit a person (name, title, phone, email) when available.
  4. Use a person for calls, emails, or scheduling as needed.

Features include

  • People list – Contacts under the company.
  • Add / edit person – Maintain individual contact details.
  • Phones and emails – Per-person communication info.
  • Account association – People stay linked to the company account.

Labels

What are Labels?

Labels are tags you apply to accounts for organization and filtering.

How to navigate

Accounts → More menu → Labels

Using Labels

  1. Open Labels on an account.
  2. Select one or more labels.
  3. Save.
  4. Use labels later to organize or find accounts.

Features include

  • Tag accounts – Apply company-defined labels.
  • Organize pipeline – Group accounts by status, segment, or workflow.
  • Update labels – Add or remove labels anytime.

Images

What are Images?

Images stores photos related to an account (storefront, docs, event-form images, profile images).

How to navigate

Accounts → More menu → Images or Images section in View account details

Using Images

  1. Open Images on an account.
  2. View existing photos.
  3. Add a new image from camera or gallery when available.
  4. Use images for reference on future visits.

Features include

  • Image gallery – Photos attached to the account.
  • Add image – Upload camera/gallery photo.
  • Event form images – Images from forms can also appear here.
  • Visual reference – Helpful for field recognition and records.

Directions / Street View

What are Directions / Street View?

Directions opens navigation to the account address. Street View shows the location visually on the map.

How to navigate

Accounts → More menu → Directions or Street View

Using Directions / Street View

  1. Open More on an account with a valid address/location.
  2. Tap Directions to navigate in maps.
  3. Tap Street View to preview the location.
  4. If no address/coordinates exist, CallProof may show “No Address Found.”

Features include

  • Directions – Turn-by-turn path to the account.
  • Street View – Visual preview of the location.
  • Requires location – Needs latitude/longitude or a valid address.
  • Field prep – Useful before arriving at a visit.

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

Accounts → Map icon Related: Routes, Places map/lasso tools

Using Accounts Map

  1. Apply search/filters on Accounts if needed.
  2. Tap the Map icon.
  3. Review account pins on the map.
  4. Tap pins for account actions.
  5. Use lasso/map tools when available to select multiple accounts and add them to a route.

Features include

  • Map pins – Accounts plotted by location.
  • Filtered map – Reflects your current Accounts filters.
  • Pin actions – Open account options from the map.
  • Lasso select – Select multiple nearby accounts when available.
  • Add to route from map – Build a visit path quickly.

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

Accounts → More (…) button on an account row

Using More menu

  1. Tap More on an account.
  2. Choose an action from the list.
  3. Complete that flow, then return to Accounts.

Features include

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