Overproof Knowledge Base

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Overproof Knowledge Base

Overproof Portal

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?

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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

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?

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Insights

What is the depletion data overview?

What is the sold state?