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Old Version 26

changes.mady.by.user Wendy Pirkins (Unlicensed)

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New Version 27

changes.mady.by.user Patrick Hauser (Unlicensed)

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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. Your management team will let you know your connection method. Detailed instructions are listed below for the connection option you chose.

  • (A) Call Bar dropdown - Click to access the dropdown.
  • (B) Connect - Click to access your connection options. 
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Connect via Phone - After connecting via phone, you will

Initial Status - Depending on the login status you select, you may be immediately ready to make and take calls. Login status options are customized by your management.

  • (C) Initial Status dropdown - Click to select your initial connection status.
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Connect via Phone - Your management team will let you know if this is your connection method.

  • (D) Connect via Phone - Click to accept calls via a traditional phone.
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  • (DE) Phone Number - Enter the phone number of the line you will be using to answer calls. You may need to confirm this number with your management team as additional numbers may have been configured on your phone line as part of the contact center set-up.
  • (EF) Connect - Click to become a connected Agent.
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Connect via Computer -

Depending on the login status you select, you may be immediately ready to make and take calls. Login options are customized by your management.
(F

 Your management team will let you know if this is your connection method.

  • (G) Computer - Click to accept calls through your computer. You must have a working headset to accept calls via computer.

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  • (G) Initial Status dropdown - Click to select your initial connection status.
  • (H) Connect - Click to connect as an Agent.
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Connect via VoIP Phone -

You will be immediately ready to make and take calls

 Your management team will let you know if this is your connection method.

  • (I) Connect via VoIP Phone - Click to accept calls if your sip address is configured through CallPotential. Your management team will let you know if this is your connection method.
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  • (J) Extension dropdown - Click to select the extension you wish to connect with.
  • (K) Connect - Click to connect as an Agent.

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