Difference between revisions of "Dashboard"

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Path: [[Callproof Support]] - [[Website]] - [[Navigation Bar]] - [[Dashboard]]
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Path: [[Callproof Support]] - [[Website]] - [[Dashboard]]
  
  
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== [[Ranking]] ==
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== [[Events]] ==
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Activity and events are recorded within Callproof and can be see on the [[Events]] page.  This is also seen on the mobile app.
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More Info: [[Events]]
  
Ranking shows the company leader boards determined by points earned.  These can be filtered by ranking groups and lenth (day, week, month).
 
  
More Info: [[Ranking]]
 
  
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== [[Event Form Entries]] ==
  
== [[Events Manager|Events (Manager)]] ==
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Search, view, edit, or delete Event Forms from Callproof on the [[Event Form Entries]] page.
  
Events (Manager) is available to managers within Callproof.  This is a simplified, raw feed of events occurring within Callproof. 
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More Info: [[Event Form Entries]]
  
More Info: [[Events Manager]]
 
  
  
== [[Events]] ==
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== [[Web Call History|Call History]] ==
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Sales calls within Callproof can be viewed and deleted from the [[Web Call History|Call History]] page.
  
Activity and events are recorded within Callproof and can be see on the Events page.  This is also seen on the mobile app.
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More Info: [[Web Call History|Call History]]
  
More Info: [[Events]]
 
  
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== [[Appointments]] ==
  
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Access all Appointments done within Callproof from here.
  
== [[Event Form Entries]] ==
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More Info: [[Appointments]]
  
Search, view, edit, or delete Event Forms from Callproof on the Event Form Entries page.
 
  
More Info: [[Event Form Entries]]
 
  
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== [[Web Future Appointments|Future Appointments]] ==
  
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Access all Appointments that were scheduled as Future Appointments. These are Appointments that were setup using Google Calendar. 
  
== [[Call History|Web Call History]] ==
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This feature is currently in Beta.
  
Sales calls within Callproof can be viewed and deleted from the [[Call History|Web Call History]] page.
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More Info: [[Web Future Appointments|Future Appointments]]
  
  
  
== Appointments ==
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== [[Web Followups|Followups]] ==
  
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Access all Followups scheduled within Callproof.  View, edit, or export from this page.
  
== Future Appointments ==
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More Info: [[Web Followups|Followups]]
  
  
== Followups ==
 
  
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== Files ==
  
== Downloads ==
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CallProof allows users to upload and attach files to contact records.  When files are uploaded, they are also indexed on the Files page here.

Latest revision as of 16:46, 3 December 2014

Path: Callproof Support - Website - Dashboard


The Dashboard tab contains many of the daily activities and details done within Callproof. Not all items will be visible to all users.


Events

Activity and events are recorded within Callproof and can be see on the Events page. This is also seen on the mobile app.

More Info: Events


Event Form Entries

Search, view, edit, or delete Event Forms from Callproof on the Event Form Entries page.

More Info: Event Form Entries


Call History

Sales calls within Callproof can be viewed and deleted from the Call History page.

More Info: Call History


Appointments

Access all Appointments done within Callproof from here.

More Info: Appointments


Future Appointments

Access all Appointments that were scheduled as Future Appointments. These are Appointments that were setup using Google Calendar.

This feature is currently in Beta.

More Info: Future Appointments


Followups

Access all Followups scheduled within Callproof. View, edit, or export from this page.

More Info: Followups


Files

CallProof allows users to upload and attach files to contact records. When files are uploaded, they are also indexed on the Files page here.