Using Prokeep

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

Threads - Inbox Tab
Threads - Inbox Tab: The idea behind the Inbox is that it is shared between everyone at your location. Everyone that is logged into Prokeep will be noti...
Wed, 16 Sep, 2020 at 1:30 PM
Threads - Open Tab
Threads - Open Tab: Once you claim a thread from the Inbox tab, the message will then be moved down to your Open tab. The Open tab is where you will hav...
Mon, 31 Aug, 2020 at 5:38 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, 31 Aug, 2020 at 5:38 PM
Single User Routing(Beta)
Single User Routing(Beta): Single User Routing allows customers' messages to bypass the Shared Inbox and go directly to a designated Account Rep fo...
Thu, 20 Aug, 2020 at 12:34 PM
Presence
Presence: The Presence feature allows you to see which users are logged in and which users are not. This can be helpful if you are looking to transfer a...
Thu, 20 Aug, 2020 at 12:34 PM
Switching Between Groups
Switching Between Groups: Prokeep allows a user to switch which groups/location's Inbox they are viewing and messaging from. By default, Administra...
Mon, 31 Aug, 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, 31 Aug, 2020 at 5:39 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...
Thu, 20 Aug, 2020 at 12:27 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....
Thu, 20 Aug, 2020 at 12:27 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...
Thu, 20 Aug, 2020 at 12:28 PM