Difference between revisions of "Navigation Bar"
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This section is for viewing and managing opportunities, opportunity funnel. You can also customize the opportunity types and funnel here. ([[Sales|More Info]]) | This section is for viewing and managing opportunities, opportunity funnel. You can also customize the opportunity types and funnel here. ([[Sales|More Info]]) | ||
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| + | == [[Dashboard]] == | ||
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| + | This section is for viewing and managing day to day items. This can include sales rep rankings (if using a points system), daily appointments, scheduled followups, and more. ([[Sales|More Info]]) | ||
Revision as of 17:41, 9 September 2013
Path: Website
The main navigation bar in Callproof is on top. This will provide access to most every feature Callproof has to offer.
Not all users will see the same Navigation Bar. The options will depend on user access level. Managers have additional features that allow customization of the site for their companies' use.
All main options are listed below.
Home
This is the main section for customizing the site, clocking in and out, and logging out of the system. (More Info)
Sales
This section is for viewing and managing opportunities, opportunity funnel. You can also customize the opportunity types and funnel here. (More Info)
Dashboard
This section is for viewing and managing day to day items. This can include sales rep rankings (if using a points system), daily appointments, scheduled followups, and more. (More Info)
