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...
Mon, 1 Jun, 2020 at 5:36 PM
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, 1 Jun, 2020 at 5:36 PM
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...
Mon, 1 Jun, 2020 at 5:37 PM
Switching Between Groups
Switching Between Groups: Prokeep allows a user to switch which groups/locations they are viewing and messaging from. By default, Administrators have ac...
Mon, 1 Jun, 2020 at 5:38 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...
Mon, 1 Jun, 2020 at 5:38 PM
Editing a Contact
Editing a Contact: To edit a contact, follow these steps: Log into your Prokeep profile. Click on the Contacts section. Find and clic...
Mon, 1 Jun, 2020 at 5:39 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....
Mon, 1 Jun, 2020 at 5:39 PM
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...
Mon, 1 Jun, 2020 at 5:40 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 ...
Mon, 1 Jun, 2020 at 5:40 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...
Mon, 1 Jun, 2020 at 5:40 PM