Difference between revisions of "Home"

From docs
Jump to: navigation, search
Line 1: Line 1:
Path: [[Website]] - [[Navigation Bar]] - [[Home]]
+
Path: [[Website]] - [[Navigation Bar]]
  
  
Line 5: Line 5:
 
== Site Settings ==
 
== Site Settings ==
  
*[[Event Forms]]
+
*[[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]]
+
*[[Custom Fields]] - User defined fields added to contact records.  These appear on all contact records and can be used in searches.
  
*[[Contact Types]]
+
*[[Contact Types]] - User defined contact types used within their company.  These can be used to organize and search contacts.
  
*[[Titles]]
+
*[[Titles]] - User defined titles for employees within your company. 
  
*[[Badges]]
+
*[[Badges]] - User defined awards given at user defined point thresholds.  When employees earn enough points, badges are given out.
  
*[[Event Points]]
+
*[[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]]
+
*[[Point Values]] - User defined point values that can be assigned to actions.  The icon used for point can also be edited here.
  
*[[Wufoo]]
+
*[[Wufoo]] - More advanced way of creating more in depth forms. 
  
*[[Stores]]
+
*[[Stores]] - Define stores when Callproof is running in Dealer Mode.  ('''Rarely Used''')
  
 
*[[Markets]]
 
*[[Markets]]

Revision as of 18:08, 9 September 2013

Path: Website - Navigation Bar


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)


Phone Settings


Quick Links


Tools