Settings Menu
Path: Callproof Support - New Website - Settings Menu
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.
Site Settings
- V2Event 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.
- Markets - User defined markets.
- Role - Lets managers define role labels (for example Manager, Buyer, Decision Maker) used on people/personnel under Accounts when People Tab is on, and for Role filters on Contacts/Accounts search.
- Regions - Lets a company define geographic territories (by state, city, county, and zip codes) and assign reps to those territories so account/contact lists and related features can be scoped by region.
