Difference between revisions of "Appointments"

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Revision as of 17:59, 17 October 2013

Path: Callproof Support - Website - Navigation Bar - Dashboard - Appointments


Index of Appointments within Callproof

What are Appointments?

Appointments under Dashboard is a record of all appointments within Callproof. Results can be sorted by Employee and/or date range.


Clicking the contact company or contact will allows users to edit the contact.


The Followup column shows if a followup was scheduled when the appointment was closed.


The Green + sign quickly allows users to add a Followup to an appointment.


Search results can be exported to .csv files. Click Export Appointment Search Results on top or bottom of the search results.