Note
Italicized terms represent clickable icons on the specific screen being discussed.
Call Bar - Upon initially logging into CallPotential, the Call Bar will be grey indicating you still need to connect as an Agent. After clicking (B) Connect, please refer to the specific
connectionmethod below you plan to use for detailed connection instructions. Your management team will let you know your connection method.
- (A) Call Bar dropdown - After logging into CallPotential, click to access the Connect option options.
- (B) Connect - Click to access your the connection methodoptions. Your connection options are
- Traditional Phone
- Computer VoIP Phone
Connect via Phone - You will be immediately ready to make and take calls.
- (C) Connect via Phone - Choose the connect by phone option.
- (D) Status Option dropdown - Click to choose your initial login status Phone Number - Enter the phone number you wish to use to receive calls.
- (E) Connect - Click Connect to become a connected Agent ready to make and take phone calls.
Connect via Computer - Depending on your login status, you may be immediately ready to make and take calls. Login options are customized by your management.
- (F) Computer - Click the connect by computer option.
- (G) Initial Status dropdown - Click to select your initial status option.
- (H) Connect - Click Connect to connect as an Agent.
Connect via VoIP Phone - You will be immediately ready to make and take calls.
- (H) Connect via VoIP Phone - Click the connect by VoIP phone option.
- (I) Extension dropdown - Click to select the extension you wish to connect with.
- (J) Connect - Click Connect to connect as an Agent.
