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Note

Italicized terms represent clickable icons on the specific screen being discussed.


Access

  • (A) ? - From any page with CallPotential, click to access available Support options.


Options

  • (B) Support Guides - Click to access CallPotential's on-line support documentation. This is a self-service option that allows you to search keywords to get specific, targeted assistance.
  • (C) Email Us - Click to automatically open a pre-addressed email directed to CallPotential Support agents.
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  • (D) Chat with Us -
Allows you
  • Click to chat with a live Support agent for immediate assistance.
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  • (E) Name & Email - You'll be asked to enter your name and email address before starting the chat. 
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  • (F) Paperclip - Once connected with a Support agent, you are able to attach and send a screenshot by clicking on the paperclip.

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  • (
D
  • G)
Chat with Us - Allows you to chat with a live Support agent for immediate assistance
  • Minimize - Click to minimize the chat window.
  • (
E) You'll be asked to enter your name and email address before starting the chat. Once connected with a Support agent, you are able to attach and send a screenshot.
  • H) End Chat - Click the X to close the window once you've finished the chat.

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Additional Help - Click to access additional Support options.

  • (
E
  • I) Training - Provides direct access to CallPotential's on-line training site. Email or chat Support if you don't know your login or need to be registered for courses.
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F
  • J) Phone - Click to access CallPotential's toll-free Support number and speak with an Agent.
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