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Note

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

Access

Terms in blue are links to additional information about the described functionality.

These columns provide insight on incoming calls.

  • (A) Reports - Click to access the complete list of CallPotential reports.
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  • Call ID - Each call is given a unique identification.
  • (B) Call Detail  - Click to access the specified report.

Report Structure

  • (C) Date Range - Indicates the date range which the report's data is pulled Type - Call types include Customer, Non-Lead, Cancelled Lead, Payment, etc.
  • (C) Ad Source - The tracking number that the call is associated with.



These columns provide more detail on incoming calls.

  • (D) Filter dropdown - Click to access filtering options Customer - The name of the Customer who called in.
  • (E) Export - Click to download and share the report with relevant stakeholders Date/Time - The date and time of the particular call.
  • (F) Column title - Click to access sorting options for the specific column.
  • (G) Column filter - Select columns have this feature. Click to access filter options for that specific column.
Report Data
  •  Location - The location where the call came into.
  • (G) Employee - The name of the employee who handled the call. Default user means the system handled the call automatically.
  • (H) Duration - The duration of the call.
  • (I) Tracking # - The phone number that the Customer dialed for the particular call. 
  • (J) Caller Number - The phone number the Customer called from.



These columns contain clickable links.

  • (K) Play - Click to listen to a recording of the call. Click the icon that resembles a piece of paper with a pointer to read a transcript of the call.
  • (L) Create/New - Click to create a new Lead from this call or to open the existing Lead/Customer card.