Difference between revisions of "Home"

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*[[Stores]] - Define stores when Callproof is running in Dealer Mode.  ('''Rarely Used''')
 
*[[Stores]] - Define stores when Callproof is running in Dealer Mode.  ('''Rarely Used''')
  
*[[Markets]]
+
*[[Markets]] - User defined markets.
  
  
 
== Phone Settings ==
 
== Phone Settings ==
  
*[[Request VOIP]]
+
*[[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 ==
 
== Quick Links ==
  
*[[Clock Out]]
+
*[[Clock In]] - Allows employees to clock in.  Time sheets are tracked in Callproof and are visible to managers.
  
*[[Logout]]
+
*[[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 ==
 
== Tools ==
  
*[[Duplicates]]
+
*[[Duplicates]] - This is a tool for finding and fixing duplicates contact records.

Revision as of 18:13, 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

  • 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 duplicates contact records.