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RETURN TO THE MAIN SUPPORT PAGE


Note

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

You must be signed in as an Administrator to access this option.

Click the links below for more detailed information.

Access

  • (A) Edit Pencil - From the location list identify the location you wish to edit and click to open its profile.


  • (B) Communications - Click to access the location's Communications settings.



Edit Communications Settings


Field NameField DescriptionSupported Integration
(C) Greeting Type dropdown Click to select the text that appears or the audio that plays for inbound calls. The text selection can be edited or users can upload new audio.All
(D) Record Outgoing Calls toggleToggle on to record outbound calls.All
(E) Record Payment Calls toggleToggle on to record calls categorized as payments.All
(F) Hide Primary Phone When Performing Follow Up Calls toggleToggle to hide the primary number listed on the Lead card requiring a call be completed through CallPotential.All
(G) Convert Inbound Text to Email toggleTakes all text messages sent to a tracking number and emails the transcript to the location.All
(H) Email Address (For Forward Text)If Convert Inbound Text to Email is activated, click to enter the intended recipient email.All
(I) Bypass “Press 1” to be Connected toggleToggle to not require the user to Press 1 to be connected for outbound calls.All
(J) Default Call RouteDisplays the call route the location is currently on.All
(K) Override Tracking Number dropdownThe tracking number used for outbound Lead calls (selecting dynamic will use the phone number the Lead originally called in on).All