Difference between revisions of "Website"

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Path: [[Website]]
 
Path: [[Website]]
  
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The Callproof website is your web portal to Callproof.  Log in on the top right with your user and password. 
  
After logging into Callproof, you will see a red navigation bar across the top.
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While the mobile app is great for in the field use, the website is where a company can customize Callproof to meet their specific company needs.  
  
Find out more details about each option below.  Click on the tab name for more in depth details.
 
  
== [[Home]] ==
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== Navigation Bar ==
  
Most site customization and setup is done from the [[Home]] tab.
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The website is driven by a top navigation bar. Find more details about all the options here: [[Navigation Bar]]
 
 
 
 
== [[Sales]] ==
 
 
 
Information about pending opportunities and the opportunity funnel are found in the [[Sales]] tab.
 
 
 
 
 
== [[Dashboard]] ==
 
 
 
Daily activities like Followups, Event Forms, and employee rankings are found in the [[Dashboard]] tab.
 
 
 
 
 
== [[Maps]] ==
 
 
 
Find new and current customers and opportunities using Google maps within the [[Maps]] tab. 
 
 
 
 
 
== [[People]] ==
 
 
 
Add, edit, update, search, filter, and export contacts from the [[People]] tab.
 
 
 
 
 
== [[Stats]] ==
 
 
 
See graphic reports of employee activity from the [[Stats]] tab.
 
 
 
 
 
== [[Mail]] ==
 
 
 
Manage report subscriptions and Callproof generated emails from the [[Mail]] tab.
 
 
 
 
 
== [[Support]] ==
 
 
 
If a user needs help, fill out the short tech support form from the [[Support]] tab.  Please be as detailed as possible to ensure quicker resolution.
 

Revision as of 19:35, 9 September 2013

Path: Website

The Callproof website is your web portal to Callproof. Log in on the top right with your user and password.

While the mobile app is great for in the field use, the website is where a company can customize Callproof to meet their specific company needs.


Navigation Bar

The website is driven by a top navigation bar. Find more details about all the options here: Navigation Bar