Website

After logging into Callproof, you will see a red navigation bar across the top.

Find out more details about each option below. Click on the tab name for more in depth details.

Home

Most site customization and setup is done from the Home tab.

Information about pending opportunities and the opportunity funnel are found in the Sales tab.

Daily activities like Followups, Event Forms, and employee rankings are found in the Dashboard tab.

Find new and current customers and opportunities using Google maps within the Maps tab.

Add, edit, update, search, filter, and export contacts from the People tab.

See graphic reports of employee activity from the Stats tab.

Manage report subscriptions and Callproof generated emails from the Mail tab.

If a user needs help, fill out the short tech support form from the Support tab. Please be as detailed as possible to ensure quicker resolution.