Using ProKeep

Articles related to the functions of ProKeep such as messaging and managing contacts.

Inbox - Overview
Inbox - Overview: The idea behind the Inbox is that it is shared between everyone at your location. Everyone that is logged into ProKeep will be notifie...
Fri, 7 Feb, 2020 at 11:52 AM
Threads - Overview
Threads - Overview: Once you claim a thread from the Inbox, the message will then be moved down to the Threads section. The threads section is where you...
Mon, 20 Jan, 2020 at 10:47 AM
Starting a Thread
Starting a Thread: Please note, you cannot reopen a closed thread.  To continue a conversation with a customer, simply start a new thread using the dire...
Fri, 7 Feb, 2020 at 11:54 AM
Switching Locations
Switching Locations: ProKeep allows a user to switch which location's ProKeep they are viewing and messaging from. By default, Administrators have ...
Thu, 12 Mar, 2020 at 1:30 PM
Adding a New Contact
Adding a New Contact: To add a new contact to ProKeep, please see the steps below: Log into your ProKeep profile. Click on the plus button un...
Fri, 7 Feb, 2020 at 11:55 AM
Editing a Contact
Editing a Contact: To edit a contact, follow these steps: Click on the pencil icon next to the section you would like to edit. For example, yo...
Thu, 2 Jan, 2020 at 1:04 PM
Deleting a Contact/Thread
Deleting a Contact/Thread: To delete contacts/threads, please see the steps below: Log into your ProKeep profile. Go to the Contacts section....
Fri, 7 Feb, 2020 at 11:56 AM
Reports - Overview
Reports - Overview: Only an Administrator or Manager are able to access the Reports tab. The Reports tab allows for Admins and Managers to have a be...
Tue, 25 Feb, 2020 at 3:11 PM
Reports Excel Export - Overview
Reports Excel Export - Overview: While the Reports tab provides a helpful overview of your current usage within ProKeep, the Excel export allows you to ...
Thu, 13 Feb, 2020 at 4:56 PM
Search - Overview
Search - Overview: The Search section allows you to search anything within ProKeep. Searchable items include contractor names, company names or even the...
Fri, 7 Feb, 2020 at 12:00 PM