Home

From docs
Revision as of 18:08, 9 September 2013 by Jeff Epperson (talk | contribs)
Jump to: navigation, search

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