Difference between revisions of "Home"

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Site Settings
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Path: [[Callproof Support]] - [[Website]] - [[Home]]
  
*[[Event Forms]]
 
  
*[[Custom Fields]]
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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]].
  
*[[Contact Types]]
 
  
*[[Titles]]
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== Site Settings ==
  
*[[Badges]]
+
*[[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)
  
*[[Event Points]]
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*[[Custom Fields]] - User defined fields added to contact records.  These appear on all contact records and can be used in searches.
  
*[[Point Values]]
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*[[Contact Types]] - User defined contact types used within their company.  These can be used to organize and search contacts.
  
*[[Wufoo]]
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*[[Titles]] - User defined titles for employees within your company. 
  
*[[Stores]]
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*[[Badges]] - User defined awards given at user defined point thresholds.  When employees earn enough points, badges are given out.
  
*[[Markets]]
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*[[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.
  
Phone Settings
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*[[Point Values]] - User defined point values that can be assigned to actions.  The icon used for points can also be edited here.
  
*[[Request VOIP]]
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*[[Wufoo]] - Advanced way of creating more in depth forms.  ('''Rarely Used''') 
  
Quick Links
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*[[Stores]] - Define stores when Callproof is running in Dealer Mode.  ('''Rarely Used''')
  
*[[Clock Out]]
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*[[Markets]] - User defined markets.
  
*[[Logout]]
 
  
Tools
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== Phone Settings ==
  
*[[Duplicates]]
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*[[Request VOIP]] - VOIP is an extra service available to Callproof customers that allows you to record calls, create alternate numbers for ad campaigns, and more.
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 +
 
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== Quick Links ==
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*[[Clock In]] - Allows employees to clock in.  Time sheets are tracked in Callproof and are visible to managers.
 +
 
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*[[Clock In|Clock Out]] - Allows employees to clock in.  Time sheets are tracked in Callproof and are visible to managers.
 +
 
 +
*[[Logout]] - Allows employees to log out of the Callproof system.  Next time Callproof is used, the user will have to log in again.
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 +
 
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== Tools ==
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*[[Duplicates]] - This is a tool for finding and fixing duplicate contact records.

Latest revision as of 16:02, 3 December 2014

Path: Callproof Support - Website - Home


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 points can also be edited here.
  • Wufoo - Advanced way of creating more in depth forms. (Rarely Used)
  • Stores - Define stores when Callproof is running in Dealer Mode. (Rarely Used)


Phone Settings

  • Request VOIP - VOIP is an extra service available to Callproof customers that allows you to record calls, create alternate numbers for ad campaigns, and more.


Quick Links

  • Clock In - Allows employees to clock in. Time sheets are tracked in Callproof and are visible to managers.
  • Clock Out - Allows employees to clock in. Time sheets are tracked in Callproof and are visible to managers.
  • Logout - Allows employees to log out of the Callproof system. Next time Callproof is used, the user will have to log in again.


Tools

  • Duplicates - This is a tool for finding and fixing duplicate contact records.