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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

• Event 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 point can also be edited here.

• Wufoo - More advanced way of creating more in depth forms.

• Stores - Define stores when Callproof is running in Dealer Mode. (Rarely Used)

• Markets

Phone Settings

• Request VOIP

Quick Links

• Clock Out

• Logout

Tools

• Duplicates