Overproof Knowledge Base
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Overproof Portal
Frequently Asked Questions
Overproof Portal
Getting Started
Performance Tracking
Accounts
People
Goals
Activities
Insights
Contacts
Commitments
Dashboard
Distributors
Menus
Prices
Settings
Overproof App
Goals
Accounts
Tasks
Activities
Account Setup
Notes
Menus
Tastings Portal
Reports
Contacts
Events
Tastings App
Getting Started on the Tastings App
Preparing for an Activation
During the Activation
After the Activation
Tastings Agency
Enterprise
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Overproof Knowledge Base
Overproof Portal
Frequently Asked Questions
Overproof Portal
Getting Started
Performance Tracking
Accounts
People
Goals
Activities
Insights
Contacts
Commitments
Dashboard
Distributors
Menus
Prices
Settings
Overproof App
Goals
Accounts
Tasks
Activities
Account Setup
Notes
Menus
Tastings Portal
Reports
Contacts
Events
Tastings App
Getting Started on the Tastings App
Preparing for an Activation
During the Activation
After the Activation
Tastings Agency
Enterprise
Overproof Portal
The Overproof portal is a web-based application used by brand managers to build, analyze and optimize go to market strategies.
How do I add Distributor contacts via the Portal?
How do I edit an existing activity?
How to set up a Program
Getting Started
How do I edit Distribution States?
How do I set up my distribution network?
How do I contact customer service?
How do I add or edit my brands, products or SKUs?
How do I add or edit competitors?
How do I submit my depletion data?
How do I set up/edit my Overproof account? How do I change my company point of contacts? How do I add web or social accounts?
How do I access Overproof for the first time?
How do I access the web portal?
How do I assign products to a user?
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Performance Tracking
How do I view a field user's performance details?
What can I see on the performance tracking dashboard?
How do I generate an Activities Report?
Accounts
How do I add a new account?
How do I access, edit or search for Accounts?
How do I create, view or edit account sets?
How do I view or update Account preferences?
How do I add a new account to an account set?
How do I find details for an account?
How to Manage Account Sets Assigned to Users in the Overproof Portal
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People
How do I add a new user?
How do I add or deactivate a user?
How do I add or edit contacts?
How to delete venue contacts
How to Assign Products to Users in the Overproof Portal
How to Add Talent in the Overproof Portal
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Goals
How do I add a goal?
How do I create a goal set?
What is the difference between each type of goal?
How do I add goals to a goal set?
Activities
How do I deactivate activites?
How do I view, add or edit activities?
What does the activity preference tab off?
How do I configure tasks associated to complete an activity?
How do I log a past completed activity?
How to Schedule an Activity in the Overproof Portal
How to Create a New Custom Activity in the Overproof Portal
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Insights
What is the depletion data overview?
What is the sold state?
Contacts
How to Upload Venue Contacts in the Overproof Portal
How to Upload a Distributor Contacts List in the Overproof Portal
Commitments
How to View Logged Commitments in the Overproof Portal
Dashboard
How to Access and Use the Sold State Dashboard in the Overproof Portal
Distributors
How to Add State Distributors in the Overproof Portal
Menus
How to Access Menu Reports in the Overproof Portal
Prices
Setting Pricing for your Products in the Overproof Portal
Settings
How to Download Store Locator Data from the Overproof Portal
