Home Tab Customizations
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)
- Markets - User defined markets.
CallProof Voice
- CallProof Voice is an extra service available to Callproof customers that allows you to record calls, create alternate numbers for ad campaigns, and more. Please consult with your Callproof rep or Support to get more details.
Quick Links
- Employees can clock in and out within Callproof. This option will change depending on their current status. This option does not log the user out of Callproof. This is just for clocking in and out. Time sheets are available to managers by clicking Timesheets under the People tab from the Navigation Bar.